EARN $1,000 OR 5.0%
We provide more than just Medicaid Compliant Annuities – we provide solutions for your clients that own troublesome annuities making them ineligible for Medicaid. We are your full-service, go-to company for crisis planning.
Crisis Medicaid Planning
Send annuity contract to secondary funding companies to obtain written offers.
Within one business day we present offers to the client.
Transfer is complete, client receives funds.
Agent receives commission of $1,000 or 5.0% (whichever is greater)
For every client that accepts an offer, we will pay the agent that submitted the paperwork $1,000 or 5.0%, whichever is greater. There is no limit to the amount agents can earn.
A: Simply provide us with a copy of the contract and we will advise accordingly. A few items we look for include the contract being revocable and assignable. Additionally, it cannot be a “lifetime” payout annuity, meaning payments are made only during the life of the annuitant. Life annuities with a guaranteed period certain could still qualify.
Q: Who purchases the contract?
A: We work with a variety of reputable financial institutions that specialize in the valuation and sale of annuities on the secondary market. You and your client will have the opportunity to review several offers from different companies before making a decision.