Chances are your producers have clients who have
had a change in their financial situation since
purchasing their annuity; who have inherited
an annuity and would rather have a lump
sum; or for whom having cash today would
be a better fit for their lifestyle.
Peachtree Advanced Life Solutions (“PALS”) is pleased to introduce a solution, offered exclusively to IMOs
and BGAs, to benefit both clients AND producers.
easily with minimal resource commitment on your part.
and BGAs, to benefit both clients AND producers.
Customized marketing collateral
Marketing campaign management
Producer and client communications
Dedicated pricing and closing staff
The Annuity Purchase Program is designed to “roll out” easily with minimal resource commitment on your part.
We provide a no-obligation
quote and client overview,
typically on the same day.
quote and client overview,
typically on the same day.
Your client sells all or a portion
of their annuity payments via
a simple purchase agreement.
Your client receives their cash.
You and your producer
receive a commission.