ANNUITIES

ANNUITIES

Are your the beneficiary of an annuity? This income stream is extremely flexible as a source for increasing your cash flow.  Annuities are bought and sold for a variety of reasons by individuals as well as corporations for tax planning, retirement, estate planning, pension funds, trusts and charities.

You may be able to convert future distributions from an annuity to lump-sum cash. We can assist you in determining if you can benefit from this cash flow opportunity. Note that any insurance company imposed surrender fees, federal tax regulations and the availability of the required documentation will need to be considered.

Complete a Annuity/Settlement Payment Submission Worksheet and contact a certified Cash Flow consultant for assistance today!



ANNUITY / SETTLEMENT PAYMENT SUBMISSION WORKSHEETS

PDF  WORKSHEET RTF  WORKSHEET


Contact a certified Cash Flow consultant for assistance today!