In this fourth installment, Bryan Anderson and Steve Savant discuss how lump sums form an important but often overlooked part of a solid financial plan. Not all customers can benefit from mortality credits and the higher yield that Secondary Market Annuities offer to investors sometimes is a better way to go than buying lifetime income.
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Mortality credits applied to annuities can increase returns beyond a carrier’s portfolio yield. These credits are based on the annuitant’s age and the length of the policy. The practical application of structured settlements is based on matching an investor’s need to the available inventory of structured settlements. Product expert Bryan Anderson of AnnuityStraightTalk.com is interviewed by Steve Savant, syndicated financial columnist and talk show host featuring Secondary Market Annuities on Let’s Get Down to Business.