Structured Sale w/ Investment into A Rated Instruments

Summary

Criticisms

When Most Used

30 installment sale. Proceeds of asset resale go into escrow then invested into A rated products,  or money managers that Seller and Seller's advisors approve of.  Withdrawals from these investments are made to make payments to Seller under the terms of the customized installment agreement.

Seller does not have immediate access to most of the proceeds.

Seller interested in predictable ongoing income.

Seller wants to avoid risk of reinvesting sale proceeds.

Advisor has good use to allocate the bulk of the sales proceeds into life insurance, annuities, or other financial products.