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A Wealth Creation Case Study

Problem

A 70-year-old Client, with one million dollars to spend, approached us with a significant problem: he was losing money on his mutual funds. As a result, he was worried about his financial livelihood.

Most investment managers deliver a rate of return around 3%. This would produce $20,000 after taxes on a one million dollar investment. At such a rate, this gentleman would be living at the low end of the financial spectrum. 

PanFinancial Solution

We advised our client to buy annuity- an extremely effective way to regenerate capital.

Following our advice, he used his one million dollars to buy an insurance policy that we hand picked for him. In exchange, the insurance company began paying him an income every year.

Impact

Today, our Client receives an annual tax-free payment of $50-60,000. Even better, he now has an insurance policy that will, upon his passing, return the one million dollars to his family.

Our strategies changed this gentleman's world.

They secured his financial livelihood. They secured his peace of mind. Let us help you.