Non-Compliant Annuity Valuation

Get Your Free Non-Compliant Annuity Quote

If you have a client with an old annuity that’s causing Medicaid eligibility issues, we can help! Simply fill out a few details below and provide us a copy of the contract. We’ll review the annuity, present offers for cash to you and your client, and get them access to quick cash in return.

The best part? You, as the referring agent, can earn a commission of 5% on the sale price of the contract. That’s right—you can help your client and get paid in the process.

Get started by filling out the form below!

Advisor’s Contact Information
Name*
First Last
Company*
Address
Street Address City State ZIP Code
Phone
Email*
Facsimile
Client Data
What is the owner of the annuity's name?*
First Last
State of Residence*
Upload Annuity Contract
Contract Data
What insurance company holds the contract?
Is this a qualified or non-qualified annuity?
At what frequency does the client receive regular payments?
How much does the contract pay at the selected frequency?
Is this a lifetime contract?
- Yes
- No
When is the next guaranteed payment date?
Date Format: MM slash DD slash YYYY
When is the last guaranteed payment date?
Date Format: MM slash DD slash YYYY
How many remaining payments does the contract guarantee?
Upload Document(s)
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Accepted file types: pdf, doc, docx.
Additional Comments
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