Let Us Help You Finance Your Annuities
At Creative Capital Partners, we encourage you to consider taking advantage of our annuity financing program. This program allows you to sell all of your annuity payments, some of them, or a certain portion of every incoming payment you receive.
Why Our Program Is Beneficial
There are several different reasons why you should finance your annuities. These include some of the following:
- You can successfully position your assets in order to get them ready to transfer to your beneficiaries.
- You can avoid high surrender charges on your annuities.
- You can handle unexpected situations in your life with much-needed capital.
When we finance annuities, we take the time to personalize the solutions we provide according to the needs of our client. We will do the same for you and look forward to providing you with the world-class customer service we are known for.
Information We Will Need From You
Before we can get the financing process started, we will need to know the first and last payment dates of your annuities. We will also need to know how much each payment is worth, how often you receive payments, the name of your insurance company, and the policy number for your annuities.
Having this information will allow us to process your deal quickly and efficiently. To find out more about this particular financing program, give us a call at Creative Capital Partners today.