Category Archives: SMA

Structured Settlement Expert Advisor for InvestorsOriginally Posted on March 10, 2015, last updated on June 25, 2015 and reposted on June 23, 2019

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Structured Settlement IPA, selling you structured settlement

Structured Settlement Expert Advisor for Investors Allan S. Roth, founder of Wealth Logic, an hourly-based financial-planning firm in Colorado Springs, noted in the Wall Street Journal on November 23, 2012 that he Continue reading Structured Settlement Expert Advisor for InvestorsOriginally Posted on March 10, 2015, last updated on June 25, 2015 and reposted on June 23, 2019→

Secondary Market Annuities: An Overview of the Asset, the Risk, the Rate of Return, the Purchase Process, and the Under-WritingOriginally Posted on March 10, 2015, last updated on April 5, 2016 and reposted on March 12, 2019

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Secondary Market Annuities: An Overview of the Asset, the Risk, the Rate of Return, the Purchase Process, and the Under-Writing What is a “Secondary Market Annuity”?  Sometimes referred also to as Continue reading Secondary Market Annuities: An Overview of the Asset, the Risk, the Rate of Return, the Purchase Process, and the Under-WritingOriginally Posted on March 10, 2015, last updated on April 5, 2016 and reposted on March 12, 2019→

Purchasing Recycled AnnuitiesOriginally Posted on December 30, 2014 and reposted on March 5, 2019

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Purchasing Recycled Annuities August 6, 2014 12:07 p.m. Independent Professional Adviser Counsels on Purchasing Recycled Annuities Recycled annuities function in the tertiary financial market; which is highly unregulated.  The tertiary market Continue reading Purchasing Recycled AnnuitiesOriginally Posted on December 30, 2014 and reposted on March 5, 2019→