In-force AnnuitySecuring a safe return on your money by purchasing a secondary market annuity.

In-force Annuity

What Exactly are Secondary Market Annuities?

• Think of these as Previously-Owned Annuities.

• If somebody has an accident and receives a favorable judgment their payment(s) are usually given to them in the form of an annuity. They are paid a certain amount of money over a defined period of time.

• What people don’t often realize is that these annuities can be bought and sold. This has been a strategy of corporate investors of for many years.

• Only recently have individuals have been offered an opportunity to participate in these safe and secure purchases.

In-force Annuity

• Why Do People Sell These Annuities?

• For a variety of reasons: Sometimes the recipient needs the money faster than the schedule payments. Or they are seeking a lump to invest in buying a house. Or perhaps their health is declining and they would like to have access to more of the money immediately. Finally, in some instances, the recipient has actually passed away and their estate would like to make a payout to their heirs.

• To Sum It Up: Annuities can come back on the market for a variety of reasons which offers an opportunity for you to participate.

• The next slide provides a diagram of this process.

Inforce Annuity

In-force Annuity

• The In-force Annuity(s) has a purchase price, payment terms, and a stated yield.

• They can be owned in the same manor as other investments. Non-Qualified (taxable) or a Qualified (non-taxable) status. They can be used in IRA’s or Retirement Plans.

• The following slide shows a sample deal sheet.

Inforce Annuity

In-force Annuity

• Call or email for additional information.