New Secondary Market Annuities Custom Order Policies

We have some exciting news and a great new policy to share with you about Secondary Market Annuities that should make it a lot easier to find that payment stream that is “Just Right.”

To better handle the excessive demand for cases, we now keep a time stamped internal list detailing the types of payment streams sought, as a standing custom order prioritization list.

Our purchasing manager screens hundreds of deals a week and is constantly buying for inventory, but when a case comes in that matches a standing order, we automatically hold and notify you about that case.

The ’48 hr hold’ locks up a case for you, and gives you time to consider a payment stream while keeping the other wolves at bay…

There’s no obligation to buy a case that you put in a ‘custom order’ or a 48 hr hold on.   Instead, this system simply lets us and our great back-office team go to work automatically matching wants and needs, and saves you from needing to sit on the inventory page hitting ‘refresh’ all day long waiting for the right payment to come up.

easy-button-featured1Here’s what you need to do:

  1. Call or email us with your parameters.
  2. Please be as specific as possible.
  3. Let us do the rest of the work

Can It Be That Easy?

It really is that easy, and here are a few sample parameters to get you thinking:

  • $1500/ month for 240 months starting 2021
  • $250,000 lump sum payout in 2025
  • $1000 to $1500/ month for 30 years with 3% COLA

The better guidelines you can give us helps us get what you need fast. And our prioritization queue is time stamped so the sooner you get your parameters in to me, the sooner we can match to your needs.

Within the first week of using this system internally, we placed over $1M of immediate income cases with 4 clients who’d been waiting for months.  It’s working beautifully.

Get started now- give us a call with your custom order parameters

Written By

Bryan Anderson

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