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Selling a real estate property or business can have significant tax implications. When a seller receives their sales proceeds in a lump sum, they face a large tax bill in the year of the sale.¹ Our Structured Installment Sale solution can help reduce taxes on the proceeds, while providing a stream of guaranteed income over time to help secure their financial future.^1,2

Advantages of a Structured Installment Sale:

Deferral of capital gain taxes¹
Conversion of proceeds into a guaranteed income stream, immune to market volatility and performance²
Payments secured by a financially sound and trusted company³

Joan’s story: Structured Installment Sale or Lump Sum?

Which option could help Joan potentially reduce taxes when she sells her real estate property?¹

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Real Estate Case Example

Learn how Mary uses a Structured Installment Sale to keep more of the proceeds when she sells her home.

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Small Business Case Example

How much does Jose save on taxes with our solution when he sells his dental practice to help fund his retirement?¹

Client Education Center

Real Estate Case Example

Small Business Case Example

Structured Installment Sale for Buyers