Brokering the Sale of Annuity Payments
Annuity Transfers purchases insurance company annuity payments that have no relation to a settlement. If your potential client has previously invested funds in an annuity that will make payments to them in the future, and they need cash now, Annuity Transfers can purchase the future annuity payments provided the following is true:
- The annuity payments are guaranteed to be made whether or not you are alive.
- The annuity allows for assignment of the payments and/or a change in the ownership of the annuity (these payments are referred to as “assignable annuity payments”).
The broker/consultant will need to obtain a copy of the client’s annuity policy. The annuity policy will confirm whether or not the insurance policy is an assignable annuity. If there is information in the annuity contract confirming the assignability, give us a call! If you are not sure, call anyway and we will help you obtain answers to your questions. Remember, Annuity Transfers buys the rights to receive annuity payments, whether or not the annuity was the result of a settlement. In fact, payments not associated with a settlement may be purchased without court approval, and the entire transaction may be closed within two to three weeks. In order to learn more about selling assignable annuity payments, send us a description of the annuity payment stream through our broker price request form, or just give us a call toll free on 1-888-638-0900. You may also print our Application for the seller to fill out if you would like to start the process now. We look forward to working with your customer! Brokering annuity payments to Annuity Transfers features the same great incentives as do our other products, including the “Take Off” program that pays you airline dollars and the Double Payment Program that allows you to collect some of your referral fee long before final funding. Thanks again for your interest in Annuity Transfers, Ltd.!
