How to grow your book of business thru our Annuity Liquidity Program:
- Review your book to identify beneficiaries who are receiving annuity life benefits or existing clients who may want to surrender their annuity.
- Determine the cash value of the annuity by calling Stone Street Capital. Many times the market cash value is more than the surrender value.
- Contact your clients with an actual dollar amount that they could receive in just a few weeks.
- Close or Open. Congratulations. You either closed the sale, or at the very least you have opened a door. Even if they aren’t interested right away, they will know the value of their annuity and that this new option exists in case the need arises.
- Additional opportunities. Proceeds from the annuity purchase can lead to additional insurance product sales.