Annuity Liquidity Options
Information for Insurance Agents, Advisors and Brokers
Stone Street Capital’s Annuity Liquidity Options allow for an exit strategy for annuities. We provide the up-front money for annuity payments so that your clients may handle:
- Estate Planning and Wealth Transfer
- Changes in Retirement Planning
- Investing in Other Insurance Products that Match Risk
- Cashing Out Inherited Annuities
- Any Immediate Financial Needs
Annuity Liquidity Options allow you to provide a new service to your annuity clients who have:
- Annuities they wish to cash out
- Annuities with high surrender fees
- A portfolio with less liquidity than desired
- SPIA or fixed annuities that are no longer the best solution because of a life change
- Inherited an annuity
Agents and Advisors
- Build stronger client relationships by offering a valuable new service.
- Free up funds for more appropriate products.
- Cross sell new products to your existing clients instead of cold calling
- No recapture of original commission
- Great commissions
Annuity Owners
- Financial liquidity
- Ability to invest in other products that match risk tolerance
- Flexibility to modify existing portfolio
- Opportunity to avoid high surrender charges
- Fast turnaround
