Annuity Purchase Overview
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ANNUITY PURCHASE PROGRAM Meeting Your Financial Needs in a Changing World
prepared for <> presented by <> <> <> <> <>, <> <> Tel: <> <> report date Date
SM
[ TOPICS ]
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
O V E R V I E W O F T H E A N N U I T Y P U R C H A S E P R O G R AM ............................................. I H O W D O E S I T W O R K ? .................................................................................. II A N N U I T Y P U R C H A S E B E N E F I T S ..................................................................... III N E X T S T E P S ............................................................................................. IV A B O U T P A C I F I C L I F E ................................................................................... V P R I V A C Y S T AT E M E N T & D I S C L O S U R E ............................................................ VI
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ OVERVIEW ]
_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Bound By Your Annuity? Annuities provide regular cash payments for the future, but what if you want or need the money today? The Solution is Simple Selling your future annuity payments for cash today has never been easier. You can sell all or a portion of your annuity payments, depending on your particular situation, needs and goals. Instead of waiting to receive small payouts over a lengthy period, you can receive a large lump sum of cash that you now on anything: paying down credit card debt, purchasing a new home, alternative investments, college tuition or perhaps a vacation. Regardless of how you spend the money, you can sell your annuity payments to gain instant access to your money today!
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ HOW DOES IT WORK?]
_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Converting Your Annuity to Cash is Quick & Easy How Does it Work?
Cashing in all or a portion of your annuity is easy and fast. 1) Fax us a copy of your annuity paperwork or call to let us know which payments you are interested in selling. 2) We will provide you with a no-obligation quote, typically on the same day. 3) If you decide to proceed, we will overnight to you an annuity purchase contract with a pre-paid return envelope. 4) We receive a copy of your annuity and the signed contract. 5) You receive a cash lump sum – typically in less than two weeks. Annuity Specialists
Our team of Annuity Specialists is standing by to quickly and professionally evaluate your annuity and tailor the purchase to meet your specific needs. There are many reasons why selling some or all of your annuity payments may make sense. Whether you have a change in your financial situation or perhaps you were not the original owner of your annuity and would rather convert your annuity to cash today, our team will make it easy for you to sell your annuity payments.
[ THE BENEFITS OF SELLING]
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
It’s Your Annuity Annuities serve a great purpose in the vast majority of circumstances. The reasons for purchasing an annuity are unlimited. Over time, however, there are an equal number of reasons why individual circumstances change causing what was one a great source of future cash flows to become merely an illiquid asset that restricts you from achieving your current financial goals. The Pacific Life Annuity Purchase Program empowers you with the choices and options you need to best meet your current financials objectives. Regardless of whether you want to purchase a home, make alternative investments, purchase life insurance, pay off credit card debt, pay for college tuition or perhaps simply take a dream vacation, your annuity purchase specialist can design a custom solution allowing you to sell some or all of your future annuity payments to meet your current needs.
“We thought we had to wait years for our money. We had know idea we could sell our annuity for a lump sum of cash”
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ NEXT STEPS]
_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Where Do You Stand? • Has your financial situation changed since you purchased your annuity? • Did you inherit your annuity and would rather have a lump sum? • Is a current lump sum a better fit for your lifestyle?
Request a No-Obligation Quote Today Your agent can assist you with quickly gathering the annuity information needed to generate a quote. Once gathered, your agent will submit the information on your behalf to an Annuity Specialist Team member. In order to provide a quote, we need the following information: o Annuity Benefits Letter o Description of Annuity Payments You Wish to Sell (Amount and Frequency) o Name of Annuity Company
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ A b o u t P a c if i c L if e ]
_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Pacific Life. The Power to Help You Succeed. Your insurable needs and financial objectives are key considerations when selecting the appropriate insurance product. The underwriting insurance company that stands behind those products is just as important. Pacific Life’s strength and stability is reflected in the high ratings received from independent sources within the financial industry. Persistence - Performance - Strength Founded in 1868, Pacific Life provides life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans.1 Pacific Life counts more than half of the 50 largest U.S. companies as clients2 and is a member of the Insurance Marketplace Standards Association (IMSA), whose membership promotes high ethical standards for the sale of individual life insurance and annuities. Strong Ethics & Conduct One of the cornerstones of Pacific Life’s strong foundation is its excellent reputation for honesty and ethical conduct. Maintaining high ethical standards is a value that Pacific Life has adhered to all along. In 1998, the company became a member of the Insurance Marketplace Standards Association (IMSA). Our business conduct principles have been the ethical roadmap for Pacific Life throughout its history. This code of business conduct, which we call “It’s My Responsibility,” summarizes the principles of integrity and trustworthiness and reinforces the concept that everyone within the company is responsible for adhering to the policies, procedures, laws, and regulations that govern our dayto-day business activities.
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ P r i v a c y N o t i c e & D is c lo s u r e ]
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
INSERT GENERIC PRIVACY NOTICE LANGUAGE OR STANDARD LANGUAGE REQUIRED BY DISGTRIBUTION PARTNER
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
prepared for <
SM
[ TOPICS ]
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
O V E R V I E W O F T H E A N N U I T Y P U R C H A S E P R O G R AM ............................................. I H O W D O E S I T W O R K ? .................................................................................. II A N N U I T Y P U R C H A S E B E N E F I T S ..................................................................... III N E X T S T E P S ............................................................................................. IV A B O U T P A C I F I C L I F E ................................................................................... V P R I V A C Y S T AT E M E N T & D I S C L O S U R E ............................................................ VI
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ OVERVIEW ]
_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Bound By Your Annuity? Annuities provide regular cash payments for the future, but what if you want or need the money today? The Solution is Simple Selling your future annuity payments for cash today has never been easier. You can sell all or a portion of your annuity payments, depending on your particular situation, needs and goals. Instead of waiting to receive small payouts over a lengthy period, you can receive a large lump sum of cash that you now on anything: paying down credit card debt, purchasing a new home, alternative investments, college tuition or perhaps a vacation. Regardless of how you spend the money, you can sell your annuity payments to gain instant access to your money today!
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ HOW DOES IT WORK?]
_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Converting Your Annuity to Cash is Quick & Easy How Does it Work?
Cashing in all or a portion of your annuity is easy and fast. 1) Fax us a copy of your annuity paperwork or call to let us know which payments you are interested in selling. 2) We will provide you with a no-obligation quote, typically on the same day. 3) If you decide to proceed, we will overnight to you an annuity purchase contract with a pre-paid return envelope. 4) We receive a copy of your annuity and the signed contract. 5) You receive a cash lump sum – typically in less than two weeks. Annuity Specialists
Our team of Annuity Specialists is standing by to quickly and professionally evaluate your annuity and tailor the purchase to meet your specific needs. There are many reasons why selling some or all of your annuity payments may make sense. Whether you have a change in your financial situation or perhaps you were not the original owner of your annuity and would rather convert your annuity to cash today, our team will make it easy for you to sell your annuity payments.
[ THE BENEFITS OF SELLING]
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
It’s Your Annuity Annuities serve a great purpose in the vast majority of circumstances. The reasons for purchasing an annuity are unlimited. Over time, however, there are an equal number of reasons why individual circumstances change causing what was one a great source of future cash flows to become merely an illiquid asset that restricts you from achieving your current financial goals. The Pacific Life Annuity Purchase Program empowers you with the choices and options you need to best meet your current financials objectives. Regardless of whether you want to purchase a home, make alternative investments, purchase life insurance, pay off credit card debt, pay for college tuition or perhaps simply take a dream vacation, your annuity purchase specialist can design a custom solution allowing you to sell some or all of your future annuity payments to meet your current needs.
“We thought we had to wait years for our money. We had know idea we could sell our annuity for a lump sum of cash”
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ NEXT STEPS]
_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Where Do You Stand? • Has your financial situation changed since you purchased your annuity? • Did you inherit your annuity and would rather have a lump sum? • Is a current lump sum a better fit for your lifestyle?
Request a No-Obligation Quote Today Your agent can assist you with quickly gathering the annuity information needed to generate a quote. Once gathered, your agent will submit the information on your behalf to an Annuity Specialist Team member. In order to provide a quote, we need the following information: o Annuity Benefits Letter o Description of Annuity Payments You Wish to Sell (Amount and Frequency) o Name of Annuity Company
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ A b o u t P a c if i c L if e ]
_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Pacific Life. The Power to Help You Succeed. Your insurable needs and financial objectives are key considerations when selecting the appropriate insurance product. The underwriting insurance company that stands behind those products is just as important. Pacific Life’s strength and stability is reflected in the high ratings received from independent sources within the financial industry. Persistence - Performance - Strength Founded in 1868, Pacific Life provides life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans.1 Pacific Life counts more than half of the 50 largest U.S. companies as clients2 and is a member of the Insurance Marketplace Standards Association (IMSA), whose membership promotes high ethical standards for the sale of individual life insurance and annuities. Strong Ethics & Conduct One of the cornerstones of Pacific Life’s strong foundation is its excellent reputation for honesty and ethical conduct. Maintaining high ethical standards is a value that Pacific Life has adhered to all along. In 1998, the company became a member of the Insurance Marketplace Standards Association (IMSA). Our business conduct principles have been the ethical roadmap for Pacific Life throughout its history. This code of business conduct, which we call “It’s My Responsibility,” summarizes the principles of integrity and trustworthiness and reinforces the concept that everyone within the company is responsible for adhering to the policies, procedures, laws, and regulations that govern our dayto-day business activities.
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
[ P r i v a c y N o t i c e & D is c lo s u r e ]
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
INSERT GENERIC PRIVACY NOTICE LANGUAGE OR STANDARD LANGUAGE REQUIRED BY DISGTRIBUTION PARTNER
© 2008 Annuity Purchase Company, LLC. ALL RIGHTS RESERVED.
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