Customer Stories

Annuity through Inheritance

When Earl's mother passed away he inherited an annuity and chose to continue receiving the monthly payments. However, Earl later realized that the payments were not having the impact that he had hoped. When an opportunity arose to expand his business, Earl wondered if there was a way for him to tap into his annuity and get the capital that his business needed.  Read More

Change of Heart

Malcolm was amazed. He'd been looking forward to retirement and now all he was looking for was a way out of it. After taking a job at a local community college, Malcolm reviewed his finances and realized that reinvesting his annuity could help him adjust his investment strategy and enlarge his estate. This would allow him and his wife more financial stability in the long term and increase the inheritance that their children would receive. Malcolm only needed a company that would allow him access to his annuity now.  Read More

Estate Planning

Jack and Lisa had planned well for their retirement. However, now Jack and Lisa were looking further in the future, trying to plan how they could use their investments to help their five grandchildren who were only in diapers. Currently, their children would owe income taxes on the annuities they were set to inherit undermining their overall value. If Jack and Lisa were able reinvest their annuities, they would be able to avoid many of the tax penalties their children would incur in the future.  Read More