TAKING CARE OF EXISTING ANNUITIES
With so many different annuities out there, your client may own an annuity contract that is not Medicaid compliant. Fortunately, we can help. If your client’s pre-existing annuity, promissory note, land contract, or REIT is preventing them from qualifying for Medicaid, we offer our complimentary valuation service.
EARN 5% COMMISSION
If your client’s annuity has value on the secondary market, we’ll not only purchase it and eliminate the troublesome asset, but we’ll also give you a cut of the transaction! On non-compliant annuity sales through our office, you get a commission of 5% of the sale price.
HOW YOU CAN WORK WITH US
Complete our online quote request form or contact us directly with the contract details.
We assess the annuity and determine if it has value on the secondary market.
We present multiple offers to the client for cash.
When the client accepts an offer, we help expedite the paperwork.
Once the transfer is complete, we provide the client their funds.
For every client that accepts an offer, the agent that submitted the paperwork will receive 5% of the sale as commission. There is no limit to the amount agents can earn.
READY TO GET STARTED?
Request a tailored quote or proposal for your client's case.