Frequently, customers will call requesting a quote on what an investor will pay for the entire remaining payments of their annuity policy. (…)
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Category Archives: The Process Start to Finish
Part 2 - Beginning the Process
March 20, 2008 – 9:21 am
Once you and the Funding Company have come to an agreement on a transaction that best fits your needs, you are ready to “begin” the process. (…)
Part 2 cont. - Beginning the Process
March 21, 2008 – 9:21 am
The “Pre-Affidavit Questionnaire” is the next item we will prepare over the telephone. (…)
Part 3 - Disclosure and Transfer Documentation
March 24, 2008 – 10:34 am
Now that you have reviewed your options, decided upon the best avenue to take, and the Application is complete, it is time for the funding company to forward you the documentation needed to sell your payments. (…)
Part 3 Continued – Disclosure and Transfer Documentation
March 25, 2008 – 10:34 am
This document, the disclosure statement, will also show you the true cents on the dollar. This is called the “quotient”. (…)
Part 4 – Affidavit
March 31, 2008 – 2:33 pm
The Affidavit might be the most crucial document needed to obtain judicial approval of your transaction. (…)
Part 5 – Due Diligence
April 9, 2008 – 4:21 pm
Now that all of the required documentation is signed, it is time to make sure that we have everything needed in order to file the Court case. (…)
Part 6 – Prior Transactions
April 14, 2008 – 4:44 pm
Previously, we talked about the preparation of the affidavit for court and the importance it has on judicial approval. (…)
Part 7 – Court Order Process
April 22, 2008 – 1:16 pm
Now that we have all of the documentation needed to go to court, it is time to prepare the documentation needed for filing of the court action. (…)
Part 8 – Final Audit and Funding
April 23, 2008 – 12:56 pm
Congratulations! The judge has approved your transaction and it is time to do one final review of the file so we can put some much needed money into your bank account. (…)