Case Study- Quick Close Secondary Market Annuities


We had a lovely experience over the weekend.  A client called Friday afternoon, late, wanting an in-stock SMA for his mother.  He’d been watching our list for a few weeks and made the mistake of reserving several cases from another vendor.

After 3 of his 6 cases from ‘the other guy’ fell apart, he called us back and reserved a 2 year short lump sum as a perfect CD replacement for her matured CD.

He was able to review the closing book over the weekend, and arranged her wire on Monday.  The case closed today, and the only delay was due to the slowness of the banks in processing the wire transfer.

If you are ready for the “In Stock” SMA experience, give us a call!

To check out our inventory available now- CLICK HERE

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *