Because it’s already your money, cashing in all or a portion of your annuity payment stream can be a relatively fast and simple process. Peachtree Financial Solutions has
years of experience working with most insurers and an understanding of the many types of annuities available to the market. This experience allows Peachtree to further
streamline the process of purchasing your annuity payments.
Steps & Timing
Step 1: We listen.
Tell us a bit about your annuity, and your financial needs. We’ll answer any questions you might have.
Step 2: We give you options.
We’ll go over your options, such as how many payments you’d like to sell, whether you’d like to continue to receive a portion of your periodic payments, and other variables.
Step 3: We provide a quote.
Your Peachtree representative gives a no-obligation quote (typically multiple option quotes) for you to consider.
Step 4: Paperwork
We will need a copy of your annuity and our signed contract, along with other documentation, depending upon your transfer request and the company that issued your annuity.
Step 5: Annuity company review.
We will provide the required documents to the insurance company that issued your annuity. The insurance company will then make the necessary changes to the policy so that we can complete the sale.
Step 6: You receive your money.
Peachtree will get you your purchase price by check, money transfer, or ACH – sometimes in as little as two weeks. Transaction times vary based on the insurance company and individual circumstances.
We’ve helped tens of thousands of people achieve their goals, and we have extensive experience in every U.S. state. That means our experience allows us to help you to meet your needs and your unique goals.
Our Dedicated Representatives
One of the reasons people love working with Peachtree is our team of experienced representatives. Once you begin the process of selling your annuity payments, we’ll
match you with a dedicated representative who’s well-versed in annuities, and you’ll work with this same representative throughout the entire process.
We know that behind every customer is a unique story; therefore the documents that can be required are different for each person. Some of the more common
documentation needed includes an annuity contract and a benefits letter.
Your dedicated Peachtree representative will work with a team of experienced underwriters to help determine what documentation is needed and how we can help gather the appropriate paperwork.
Values of Different Types of Annuities
Because there are so many kinds of annuities, and each will typically be further customized for each recipient, there’s no one answer to determine how much your
particular annuity payment stream is worth. For example, the size and frequency of your annuity payments, as well as the timing of these payments, can impact their value quite a bit.
The best way to determine the value of your unique annuity is to talk to a Peachtree representative, who can get you an accurate, no-obligation quote quickly.