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Annuity

Are you receiving an annuity, but would rather have one large lump sum of cash instead of those small monthly payments? If so, we can help!


Please fill out the form below:

1 . First Name *

2 . Last Name *

3 . Email Address *

4 . Telephone Number

5 . Are you personally receiving payments on this note? *
Yes No

6 . What is the original value of the note? *

7 . Is the note paid: *
Monthly
Quarterly
Semi-annually
Annually
Other

8 . If other, explain:

9 . What is the payment amount? *

10 . What is the note balance? *

11 . When was the first payment made on your note? *

12 . How many payments have been made? *

13 . How many payments remain? *

14 . Who issued the annuity (i.e. what company writes you the checks for the annuity)? *

15 . Is this note assignable? *

16 . Does this note represent your sole source of income? *

17 . Please tell us about your needs and expectations so that we may better serve you. *

18 . How many payments would you like to sell? *

19 . How much money would you like to get by selling these payments? *


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