Order your documents ahead of time. (…)
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Tag Archives: settlement transaction
Part 1 is The Opening Conversation
March 11, 2008 – 11:42 am
Frequently, customers will call requesting a quote on what an investor will pay for the entire remaining payments of their annuity policy. (…)
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”. (…)
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. (…)
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? (…)
My Annuity Adventure, A Quest for Understanding – Part II
April 9, 2008 – 4:03 pm
After being overwhelmed by the sheer volume of information during my first search, I concluded this annuity topic was more complicated than I had expected. (…)
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. (…)
Your Lump Sum of Cash
April 10, 2008 – 12:53 pm
Now that you have decided to receive a Lump Sum of cash for your Lottery, Structured Settlement or Annuity payments, the question becomes “What will you do?” For most of us this is a very simple answer. (…)
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. (…)
What?! Another company told me I could have it in 4 weeks guaranteed & they are offering me an advance too!
April 15, 2008 – 3:52 pm
I am really sorry but, well … that may not be true. Realistically, you are looking at more like 2-3 months. (…)
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. (…)
PROCESSING ~VS~ STRUCTURED SALES
April 22, 2008 – 12:13 pm
Both of these departments have the same common GOAL in mind, to help the customer get what they need. (…)
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. (…)
Purchasing Payments from an On-the-Job Injury Settlement
May 20, 2008 – 3:48 pm
Prosperity Partners has the ability to purchase settlement payments that result from an on the job accident however, your transaction must meet certain criteria. (…)