MSC

Happy to discuss this with you as our firm does this type of annuity placement work. The biggest consideration is making sure that you use someone that will help with the selection of the insurer since the selection is a fiduciary decision. It's not enough to just reach out to an insurer to see if they'll take on the annuities. There are a few new entrants into the annuity placement marketplace that will be interested in your case based on size. Running the appropriate process will ensure that the maximum number of insurers are bidding on your case which will help your client get the best price. Michael michael.clark@psolve.com