Meeting Your Financial Needs in a Changing World SM

Transcription

1 ANNUITY PURCHASE PROGRAM Meeting Your Financial Needs in a Changing World SM OVERVIEW

2 _ [ TOPICS] OVERVIEW OF THE ANNUITY PURCHASE PROGRAM...2 HOW DOES IT WORK?...3 ANNUITY PURCHASE BENEFITS...4 NEXT STEPS...5 ABOUT ELITE MARKETING...6 PRIVACY STATEMENT & DISCLOSURE Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.

3 _ [ OVERVIEW] Bound By Your Annuity? Annuities provide regular cash payments for the future, but what if you want or need the money today? The Solution is Simple Selling your future annuity payments for cash today has never been easier. You can sell all or a portion of your annuity payments, depending on your particular situation, needs and goals. Instead of waiting to receive small payouts over a lengthy period, you can receive a large lump sum of cash that you can use for anything: paying down credit card debt, purchasing a new home, alternative investments, college tuition or perhaps a vacation. Regardless of how you spend the money, you can sell your annuity payments to gain instant access to your money today! 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED. 2

4 Converting Your Annuity to Cash is Quick & Easy _ [ HOW DOES IT WORK? ] How Does it Work? Cashing in all or a portion of your annuity is easy and fast. 1) Fax us a copy of your annuity paperwork or call to let us know which payments you are interested in selling. 2) We will provide you with a no-obligation quote, typically on the same day. 3) If you decide to proceed, we will overnight to you an annuity purchase contract with a pre-paid return envelope. 4) We receive a copy of your annuity and the signed contract. 5) You receive a cash lump sum typically in less than two weeks. The Annuity Purchase Administrator Our team is standing by to quickly and professionally evaluate your annuity and tailor the purchase to meet your specific needs. There are many reasons why selling some or all of your annuity payments may make sense. Whether you have a change in your financial situation or perhaps you were not the original owner of your annuity and would rather convert your annuity payments to cash today, our team will make it easy for you to sell your annuity payments Annuity Purchase Company, LLC. ALL RIGHTS RESERVED. 3

5 _ [THE BENEFITS OF SELLING] It s Your Annuity Annuities serve a great purpose in the vast majority of circumstances. The reasons for purchasing an annuity are unlimited. Over time, however, there are an equal number of reasons why individual circumstances change causing what was once a great source of future cash flows to become merely an illiquid asset that restricts you from achieving your current financial goals. The Elite Marketing Annuity Purchase Program empowers you with the choices and options you need to best meet your current financials objectives. Regardless of whether you want to purchase a home, make alternative investments, purchase life insurance, pay off credit card debt, pay for college tuition or perhaps simply take a dream vacation, the Annuity Purchase Administrator can design a custom solution allowing you to sell some or all of your future annuity payments to meet your current needs. We thought we had to wait years for our money. We had no idea we could sell our annuity for a lump sum of cash Annuity Purchase Company, LLC. ALL RIGHTS RESERVED. 4

6 _ [ NEXT STEPS] Where Do You Stand? Has your financial situation changed since you purchased your annuity? Did you inherit your annuity and would rather have a lump sum? Is a current lump sum a better fit for your lifestyle? Request a No-Obligation Quote Today Your agent can assist you with quickly gathering the annuity information needed to generate a quote. Once gathered, your agent will submit the information on your behalf to the Annuity Purchase Administrator. In order to provide a quote, we need the following information: o Annuity Benefits Letter o Description of Annuity Payments You Wish to Sell (Amount and Frequency) o Name of Annuity Company 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED. 5

7 _[About Elite Marketing] Elite Marketing Group was established in 1987 to provide insurance agents and financial planners a full service brokerage center with a total range of products and services no one individual company could offer. In addition, Elite Marketing Group is Insurance Designers of Houston. This principal affiliation allows us to offer additional resources available only through this prestigious national organization. Today, Elite Marketing Group represents various major companies, all of which have excellent financial standings. These companies are noted for selective/competitive products, superior underwriting, and top commissions. We invite you to become a part of Elite Marketing Group's network. With our expertise in business insurance and benefit markets, as well as estate and retirement planning, you can maximize your commissions and tap into the one central source that will support you as a production leader and insurance professional. We look forward to the opportunity to assist you in both the personal and business insurance market Annuity Purchase Company, LLC. ALL RIGHTS RESERVED. 6

8 _[Privacy Notice & Disclosure] This report is for informational purposes only and is not to be construed as tax or legal advice. Individual situations can vary; therefore, the information should only be relied upon when coordinated with individual professional advice. This is neither an offer nor a solicitation for an offer to purchase periodic payments made in conjunction with an annuity, You are hereby expressly authorized and permitted to disclose this presentation and any other information related hereto and any transaction contemplated by you to any and all persons, without limitation of any kind. It is further understood that you, and any representative or other agent of yours, are permitted to disclose to any and all persons, without limitation of any kind, all materials and documents of any kind that are to be provided or have been provided to you related to the structure and tax aspects of the program or your transaction. The Elite Marketing brand and logo s are the property of the Elite Marketing All other trademarks, service marks, copyright or other intellectual property contained herein are the property of Annuity Purchase Company, LLC Annuity Purchase Company, LLC. ALL RIGHTS RESERVED. 7