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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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 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”. (…)
What’s wrong with Calling 5 Different Companies? I Want the Best Price!
March 31, 2008 – 1:01 pm
There is absolutely nothing wrong with calling around when you decide to sell your annuity payments. (…)
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. (…)
My Annuity Adventure, The Quest for Understanding - Part I
April 3, 2008 – 8:24 am
Okay I am officially a blogger now what do I write about? I am new to this company and to the whole funding thing (my job has nothing to do with Annuities). (…)
You Sure You Want Cash Now?
April 7, 2008 – 5:11 pm
There are many reasons to cash in all or some future payments for cash now. (…)
Looking for Landmines in your Credit
April 8, 2008 – 12:19 pm
Many potential customers often wonder - Why are you interested in my credit and background history if I’m not applying for a loan? (…)
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. (…)
My Annuity Adventure Part III
April 18, 2008 – 4:30 pm
The Quest for Understanding via Simplicity.
I have been professionally helping people organize their lives, their homes and their office spaces for many years. (…)
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. (…)
My Annuity Adventure Part IV, Getting Organized
April 24, 2008 – 11:18 am
Every year my step mother would hang me out the windows by my legs with newspaper and a bottle full of vinegar to clean the outsides of the windows. (…)
How to have your Dream Fantasy
April 29, 2008 – 3:40 pm
We have all dreamed of winning the Lottery or having an unexpected cash windfall. (…)
My Annuity Adventure Part V-Designing a Financial Plan to Manage Your Cash.
May 2, 2008 – 3:46 pm
Well, I get really nervous when I get a good bit of money at one time. I am so ultra worried I will spend it poorly that I make lists of my priorities before I get the money. (…)
Storage Units~ Stolen Tickets~ Death~ and Taxes
May 22, 2008 – 2:26 pm
There are many sensational stories about lottery winners and their huge prize payments, and even bigger mistakes. There are stories of rags to riches to rags. (…)