[product] Fee Deferral Plus
[product] Fee Deferral Plus
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Built to suit
Decision 1: Settlement allocation
Decision 1: Settlement allocation
Prospera experts will work with you, your client or their Financial Advisor to create the ideal scenario.
Starting with balancing near-term needs with your long-term goals:
Prospera experts will work with you, your client or their Financial Advisor to create the ideal scenario.
Starting with balancing near-term needs with your long-term goals:
Prospera experts will work with you, your client or their Financial Advisor to create the ideal scenario.
Starting with balancing near-term needs with your long-term goals:
Annuity weighted
Annuity weighted
Current case-related healthcare expenses
Uncertain income expectations
A need for steady, reliable funds
Annuity now, growth later
Income-generating abilities are temporarily pinched
Some irregular expenses may crop up unexpectedly
Conditions allow setting aside a portion for growth
Annuity now, growth later
Income-generating abilities are temporarily pinched
Some irregular expenses may crop up unexpectedly
Conditions allow setting aside a portion for growth
Annuity now, growth later
Income-generating abilities are temporarily pinched
Some irregular expenses may crop up unexpectedly
Conditions allow setting aside a portion for growth
Growth focused
Growth focused
Little to no case-related expenses
Settlement involves a child or young adult
Looking to supplement retirement plans
Decision 2: Architecture
Decision 2: Architecture
Then just decide if you want a turnkey 401(k) style account, or prefer to let your Financial Advisor manage the fund for you:
Then just decide if you want a turnkey 401(k) style account, or prefer to let your Financial Advisor manage the fund for you:
Then just decide if you want a turnkey 401(k) style account, or prefer to let your Financial Advisor manage the fund for you:
Hands-free model (closed architecture)
Set-it-and-forget-it ease
With or without an annuity or cash dispersements
Managed by Vanguard, BlackRock, Fidelity, and other top-tier firms
Hands-free model (closed architecture)
Set-it-and-forget-it ease
With or without an annuity or cash dispersements
Managed by Vanguard, BlackRock, Fidelity, and other top-tier firms
Hands-free model (closed architecture)
Set-it-and-forget-it ease
With or without an annuity or cash dispersements
Managed by Vanguard, BlackRock, Fidelity, and other top-tier firms
Advisor-managed (open architecture)
Advisor-managed (open architecture)
Expecting near-term healthcare expenses
Uncertain income expectations
May include upfront cash distribution(s)
Outsmart inflation
A settlement to outlast inflation
A fixed payment feels safe. Over decades, inflation takes it apart. Market-based growth is what keeps a settlement whole and a future intact.
The indexed funds aren't the real risk: Inflation is guaranteed to constrict the usefulness of your settlement in 15-20 years.
Create a meaningful legacy with Prospera, instead.
The indexed funds aren't the real risk: Inflation is guaranteed to constrict the usefulness of your settlement in 15-20 years.
Create a meaningful legacy with Prospera, instead.
Outsmart inflation
A settlement to outlast inflation
A fixed payment feels safe. Over decades, inflation takes it apart. Market-based growth is what keeps a settlement whole and a future intact.
The indexed funds aren't the real risk: Inflation is guaranteed to constrict the usefulness of your settlement in 15-20 years.
Create a meaningful legacy with Prospera, instead.
The indexed funds aren't the real risk: Inflation is guaranteed to constrict the usefulness of your settlement in 15-20 years.
Create a meaningful legacy with Prospera, instead.
Outsmart inflation
A settlement to outlast inflation
A fixed payment feels safe. Over decades, inflation takes it apart. Market-based growth is what keeps a settlement whole and a future intact.
The indexed funds aren't the real risk: Inflation is guaranteed to constrict the usefulness of your settlement in 15-20 years.
Create a meaningful legacy with Prospera, instead.
The indexed funds aren't the real risk: Inflation is guaranteed to constrict the usefulness of your settlement in 15-20 years.
Create a meaningful legacy with Prospera, instead.
How do you want to allocate your funds?
How do you want to allocate your funds?
Cash
Cash
Annuity
Annuity
Growth Structure
Growth Structure
Custom
Custom
How do you want to allocate your funds
How do you want to allocate your funds
Growth Structure