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Annuity Purchase Program - How It Works
The Annuity Purchase Program is designed to “roll out” easily with minimal resource commitment on your part.
How does the Annuity Purchase Program work?
- We provide a no-obligation appraisal and client overview, typically on the same day.
- Your client sells all or a portion of their annuity payments via a simple purchase agreement.
- Your client receives their cash.
- You and your producer receive a referral fee.
