In analyzing this investment strategy, we found:

  1. Above-average potential interest rates compared to other fixed products
  2. Customized income stream to meet specific living expenses or funding requirements
  3. Tax-advantaged, predictable cash flows paid for a set period of time

In the past, these products were typically purchased by banks and hedge funds, but recently this market has expanded to include qualified individuals.

To learn more, call Kelly Financial Services at 708 576 8999.