What Happens When a Past Client Decides to Sell Their Annuity?

Published: Aug. 30, 2021, 8 a.m.

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In some cases, clients who have set up structured settlement annuities are marketed to about selling their future payments in exchange for a lump sum. These deals are rarely a good idea for clients.

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In this episode, Greg Maxwell shares what can be done to advise and protect clients interested in pursuing a factoring transaction.

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Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.

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