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Can a cpa sell an annuity?

Updated: 9/20/2023
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Q: Can a cpa sell an annuity?
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Where can you buy a CPA stamp or a sheet of the CPA stamp?

I have sheet of CPA stamps I can sell you.


How does one sell annuity settlements?

One has to first prove that the annuity is theirs to sell. This requires photo identification, a copy of the annuity policy, a copy of the annuity application, as well as copies of tax forms in some instances. A broker can then be hired to sell the annuity, or a person can do it themselves. Woodbridge Structured Funding and Liberty Settlement Funding are two, of many, companies that offer online services to a person looking to sell an annuity.


How do you sell your annuity?

You can visit a company like mystructuredsettlementcash to sell annuities and structured settlements. They have lists of buyers to take over your annuity payments.


Can you sell annuity payments from a qualified IRA plan?

No


Where can one find cash for an annuity payment?

There is a company called Woodbridge Investments that will offer you cash for your annuity, if you wish to sell it. Otherwise you should contact the insurance company that provided you with the annuity and ask them.


Can you sell your military retirement annuity for a cash lump sum?

yes


What companies sell leads for annuity sales?

There are a variety of companies that sell leads for annuity sales. One such company is Lead Exchange. They offer a mailing list to companies that pay for it of different leads of other companies and such.


How can you sell your military retirement annuity for a cash lump sum?

Explain! Yes is not an answer...


What companies sell Hybrid Annuity?

All reputable annuity suppliers will provide a hybrid annuity. Please talk to your financial adviser to select the best one for you. Some people may not realise that a hybrid annuity is nothing more than a name for a fixed index annuity with a guaranteed lifetime income rider. An investor buys units of a variable annuity and the balance of his portfolio is used to buy units of a fixed annuity.


What is a 215 license?

It's the Florida insurance license that allows you to sell Life Health and Variable Annuity insurance in Florida.


Where can one sell annuity online?

There are a variety of sites that offer to buy the annuity of individuals, but it's advisable to ensure that the seller trusts the source. The best option is to consult an investment manager before selling something as important as your annuity.


How can an unregistered agent sell a 401K group annuity?

Annuities are considered Life Insurance, so if the agent isn't selling a variable annuity, he doesn't have to be securities licensed.