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Episode 12 of 74

The Mechanics of How to Set Up a Structured Settlement Annuity

Duration: 03:45
If your clients want to place a portion of their settlement funds into a structured settlement annuity, there are certain unique steps and actions that must be taken — as well as a few pitfalls to avoid.

In this episode, Greg Maxwell discusses the mechanics of setting up a structured settlement ann
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If your clients want to place a portion of their settlement funds into a structured settlement annuity, there are certain unique steps and actions that must be taken — as well as a few pitfalls to avoid.

In this episode, Greg Maxwell discusses the mechanics of setting up a structured settlement annuity.

Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.

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To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip

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⁠— Contact Amicus⁠ —

Website: https://www.AmicusPlanners.com/

Email: Contact@AmicusPlanners.com

Phone: (801) 683-7362

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To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
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