EP 28 - Structured Notes Explained: Principal Protection, 150% Upside & Why Annuities Charge You More
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EP 28 - Structured Notes Explained: Principal Protection, 150% Upside & Why Annuities Charge You More
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James DiGesu and Jim Lombardo sit down with Sam Cone — math major, former stunt performer turned NYU-trained attorney turned structured notes specialist at Belpointe — to demystify one of the most misunderstood tools in investing. Sam explains how structured notes actually work, why most notes on the market are bad deals, and how he negotiates custom terms directly with too-big-to-fail banks to build notes with 30% downside barriers, 150% uncapped upside, and automatic one-year call features that have been generating 17-21% call premiums. They also break down why structured notes are the engine behind annuities — without the caps, surrender charges, and fees.
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