Annuity Straight Talk LLC, through this SecondaryMarketAnnuity.Net site, is a marketing organization, training resource, and wholesaler, for Secondary Market Annuities sold through financial advisers.
What We Do For Advisers:
When you utilize us as a wholesale broker, we supply you with the worlds largest inventory of SMA’s. And in addition, we handle all the paperwork of reservation, contract, deal negotiation, transaction monitoring, escrow, legal review, and we cover all those costs. We’re here for you to assist with all the details of each case with your clients and prospects.
You and your client can learn all about SMA’s here. You maintain the client relationship, we’ll take care of the case.
What We Offer For Your Investor Clients:
Secondary Market Annuities are the perfect antidote to low yields and complicated annuity products. These contracts are a refreshing ‘What You See Is What You Get’ transaction- the payments are fixed, defined, and absolute. No account value/benefits base/ rider charge/ caps/ spreads/ participation/ general account, etc etc. It’s just a defined payment stream, and a purchase price that is calculated on the day of close based on the discount rate of the deal.
SMA’s are a great value proposition, and we make it easy for you to offer these exciting opportunities to your clients.
Our Buyer-Focused Process
Your client funds are held in our third party attorney IOLTA accounts, and no funds are released from our- the buyer’s- side of the transaction until the deal is fully scrubbed and approved. And, you’re paid your commission immediately by wire direct from the attorney’s closing table.
Our Key Competitive Advantage:
We scour the country aggregating deals and maintaining relationships to put deals in front of you for your clients every day. Our list is always updated and constantly changing, so you don’t have to waste time chasing busywork or pushing paper.
Most importantly, we make the process SAFE for you and your buyers. There are factoring companies who sell direct to customers, and who put up roadblocks and resistance at outside legal review. What are they trying to hide? Do you really want to find out if a deal goes sideways in the future?
The Importance Of Legal Review:
We feel an independent legal review is essential… But it is a daunting prospect for a new adviser, or a customer on their own. You wouldn’t buy a house without title insurance… so why buy an SMA without another set of PROFESSIONAL eyes on the deal?
Having the legal review is just good business- it’s an insurance policy and protection for us, for you, and most importantly, for the clients. It’s just one of the many ways our inventory, our process, and our team- YOU!- stand out in the industry.
When entering the SMA business, the learning curve is steep, so we built SecondaryMarketAnnuity.Net as an SMA only resource for investors and advisers alike. Use this site as a focused resource, a wholesale clearing house, and an inventory center, for your clients knowing that as an adviser with us, you and your clients are protected.
This site is designed to answer your questions, yet also be a resource to send to your clients as well. Sign up with us as an adviser, and you can easily register your leads in our database, send them here for information and inventory, and be confident that you are protected when they decide to buy.
Make A Smart Move- Join Us Today As An Adviser Partner.
Commission details, branded inventory pages, email copy, even white label reports and documents… it’s all available to you once you join up.
Who Are the People At SecondaryMarketAnnuity.Net?
SecondaryMarketAnnuity.Net is a web property operated by Nathaniel M. Pulsifer and Bryan Anderson, owners of Annuity Straight Talk. At AST they discuss all kinds of annuities and especially the importance of lifetime income planning. But Secondary Market Annuities have become an important portion of their business because of the higher yields and attractive defined term planning opportunities they offer. They built SecondaryMarketAnnuity.Net to offer these contracts to a wider audience.
Together, they have sold millions of dollars of SMA contracts over several years to clients and advisers around the country. They are adept at assessing client needs and matching the right guaranteed solutions to their clients. SMA’s are a significant portion of their annuity business but they also work with lifetime income products. They are licensed insurance producers in most states and active in the Structured Settlement Annuities marketplace.
Nathaniel M. Pulsifer
Nathaniel M. Pulsifer is a retirement income expert who builds plans for clients that produce financial freedom and security, and that work even when the markets tank. His clients enjoy their retirement with income annuities that offer the optimal combination of Safety, Flexibility, Profitability, and Longevity specific to their needs.
Bryan is a licensed insurance producer and a career finance specialist. With Mr Pulsifer, he started Annuity Straight Talk to bring his unique views on guaranteed retirement income and planning to a wide audience. He enjoys working with investors around the US from his offices in NW Montana.