Annuity Valuation

Old annuity causing trouble? We'll evaluate your client's exiting contract, determine its value, purchase it for cash, and provide you with a 5% commission.

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Commission Opportunity

If your client owns an annuity that has value on the secondary market, not only will we assist with the sale, but we'll also give you a cut of the transaction. On qualifying annuity sales through our office, you can earn a commission of 5% of the sale price!

Which Annuities Qualify?

In order to be sold on the secondary market, an annuity must meet certain criteria. Not sure if your client's annuity qualifies? Or, do you have questions on other troublesome assets like property-secured promissory notes, structured settlements, and lottery winnings? Contact us to discuss your client's options.

  • Non-qualified contract
  • Not an IRA
  • Making regular payments
  • No cash or surrender value
  • Guaranteed payments or death benefit

When Is This Needed?

Immediate annuities that are revocable and assignable are typically considered to have value since they can be sold on the secondary market. Unfortunately, the contract owner doesn't have access to the funds. If your client owns one of these annuities, we can help them sell the contract for cash.

This service is typically used in Medicaid planning scenarios, when your client owns an annuity that is jeopardizing their Medicaid eligibility. Since it has value, it is considered an asset and must be eliminated before your client can qualify for financial assistance.

How It Works

  1. Send us a copy of your client's contract.
  2. We present your client with multiple offers.
  3. Your client accepts and completes the paperwork.
  4. Your client receives cash.
  5. You receive your 5% commission.

Get a custom proposal for your client.

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