Tuesday, February 10, 2009

Tips For Getting Through Tough Times #2

The last email talked about the possibility of getting a cash offer for a life insurance contract that was no longer needed, expiring, and/or affordable.

Here is another potential source of lump sum value for an annuity contract in the payout phase. Potential individuals who may benefit are those
Whose payments are not providing enough to live on
Who are receiving payments tied to an extremely low interest rate
Whose health has changed and the need for additional money is great
Who have inherited an annuity and are forced to take the balance as a payment stream when a lump sum is more valuable to them.

If you or anyone you know is in this situation please email me or give me a call. I can let you know if a company is willing to make an offer for consideration.

Not all policies will qualify, but if yours does it may mean that you have the ability to access money you did not think you had and cover whatever expenses are at hand. There is no obligation to accept any offer made.

If you have any questions don’t hesitate to call or pass this email to someone who might benefit.

Paula Straub
M-F 8am-5pm PST

Fill out a Confidential Qualification Questionnaire and see if you qualify to save capital gains tax. Go to

Listen to my weekly radio show “Simply Wealth” at www.webtalkradio.net