A structured sale, which is becoming very popular with baby boomers and retirees, is essentially a financial planning strategy in which an annuity is structured for sellers of appreciated businesses and real estate. How does it work and for whom is a structured sale best suited? Find out all the details on this Ringler Radio show, hosted by Larry Cohen of Ringler Associates, with expert guest, Cliff Brown, who is a member of Ringler Associates and President of Capstone Bay, a nationally recognized leader in wealth transfer planning. Cliff is a certified financial planner with more than 18 years of experience. As a Ringler Associate, Cliff provides structured sales annuities through Ringler Associates.
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You may not think of it at first, but a structured settlement broker and a financial planner can meet the needs of many clients who find themselves in the position of a large monetary award in a lawsuit. Designing a structured settlement and long-term financial planning can address both short-term financial needs and long-term investments collaboratively. Join Ringler Radio host, Larry Cohen and co-host Tony Robinson both of whom are from Ringler Associates, with special guest and financial planning expert, Julie Robinson as they discuss the many important factors including tax free annuities, and risk tolerance for prospective clients.
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