The Money Transfer, Get the Money Transferred For a Quick Sale
Amplify’d from annuityleads.ca
Selling the annuity is the first half of the deal, getting the money is the second half. Many sales have been lost because an agent left this process up to the new business department of the receiving insurance company. I take control of this process and make sure the funds are transferred. If the funds are not transferred then there will be no sale and if no sale, no compensation.
If I you are dealing with a broker (and are not securities licensed) I outsource the transfer to a specialty house who will move the funds for me. There are numerous sources that provide these services.
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