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Two Tiered Annuities Sometimes Lead to Funny Math

Two Tiered Annuities Sometimes Lead to Funny Math

As a single mother of two children Ginny tried to be careful with her limited financial resources. However, when an annuity she bought turned into her worst nightmare, Ginny turned to a friend's agent, Bill, and the J.G. Wentworth Annuity Purchase Program™ for help. 

Covering All the Bases in Wealth Transfer

Covering All the Bases in Wealth Transfer

Larry had worked hard and planned well enough that he had the financial freedom to do pretty much whatever he wanted. However, he was now looking further in the future and realized that he would have to make some adjustments in order to effectively pass on his wealth to his daughter and grandchildren. 

Going Back to the Well

Going Back to the Well

Ann wanted to finish some of the plans that she and her late husband, Jonathan, had made. Unfortunately, her finances wouldn't allow her to fulfill these plans. Her assets were all in the form of monthly payments, hindering her ability to make use of them. Struggling to find a solution, she turned to her financial advisor for an answer. 

*The above mentioned content are actual case studies that have been fictionalized to protect the identities of our clients.

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