Brokering a Structured Settlement - How to “Get the Ball Rolling”
1. Confirm that the Seller has a structured settlement.
- Who is the insurance company?
- What are the payments?
- Was there a settlement that led to an annuity payment stream?
2. How much money does the Seller hope to raise?
3. Obtain annuity contract or other insurance company paperwork.
4. Obtain completed Annuity Transfers Application (see list of required documents on last page).
5. Explain that court order is required to sell payments (funding will occur in approximately 8/10 weeks).
6. Which payments (amounts and dates) does the Seller hope to sell/ transfer?
7. Contact Annuity Transfers, Ltd. for pricing information:
- 888-638-0900
- 888-622-2213 fax
8. Follow up with Seller as necessary to gather paperwork required throughout Annuity Transfers contract process.
