Annuity.org team meeting

Working Together to Serve You

You can’t put a price on your financial well-being. It underlies every life decision you make. It’s the anchor that either weighs you down or ties you to safety and stability.

The team at Annuity.org has sought relationships with financial experts who listen to their clients and offer solutions tailored to their long-term goals, and we are proud to partner with financial experts at Senior Market Sales, CBC Settlement Funding and Fortune Settlement Solutions.

The synergy between Annuity.org’s mission and its partners’ values allows us to provide our visitors with unbiased, credible information, free from influences that do not align with readers’ best interests. Annuity.org operates independently and has complete editorial control over the information it publishes.

How Our Partnerships Work

When you express an interest in buying an annuity, selling your annuity payments, structured settlement payments or mortgage notes, or securing pre-settlement funding — either by calling the number on the website or filling out a form — Annuity.org connects you with one of its partners for a free, no-obligation consultation.

Partner Logos

Buying an Annuity from Our Trusted Partner

Annuity.org, Insuractive and Senior Market Sales share common goals of educating consumers and helping them select the right product tailored to their unique financial and lifestyle goals.

When Annuity.org set out to forge a partnership, we sought partners with an ethical team of professionals and a broad spectrum of portfolio offerings. Senior Market Sales and Insuractive met and exceeded that high bar.

Insuractive

Insuractive connects you with independent, direct-to-consumer brands that provide annuities and other insurance and wealth protection solutions to individuals. Insuractive’s service, technology and products are designed to help you understand the complexities of annuities and while making your shopping and buying experience easy, enjoyable and convenient.

Joe Liekweg

Meet Joe Liekweg, Our Insuractive Licensed Agent

Joe is a licensed agent for Insuractive. He has extensive experience in annuities, life insurance, wealth management and other key fields in the financial services industry. He has managed his own practice where he met with clients daily to discuss retirement and income needs. As an agent, trainer and advisor, Joe helps his clients to protect their future by providing solutions and options with a variety of best fit companies in the industry.

Senior Market Sales Logo

Senior Market Sales

The experts at Senior Market Sales offer support and guidance to clients from all walks of life. Their expansive network of seasoned financial advisors and insurance experts work with you to create a sound financial strategy based on your current and long-term goals — not just what’s trending in the marketplace.

Chris Magnussen, Licensed Agent at Annuity.org, explains how Annuity.org can help you with the purchase of an annuity.

SMS Trade Association Memberships

Senior Market Sales and Insuractive are involved in and recognized by several national trade associations and professional organizations in the financial services industry. These organizations are committed to promoting awareness, education and understanding of annuities — which provide consumers with quality financial, retirement and insurance products that elevate the financial planning profession.

  • National Association for Fixed Annuities Logo
  • NAIFA Logo
  • NAILBA Logo
  • National Association of Health Underwriters Logo
  • Financial Planning Association Logo
Wendy Swanson, RICP, CLTC, NSSA | 0:49 Who is SMS?
Who is SMS? - Featuring Wendy Swanson, RICP, CLTC, NSSA
Learn how an investment today can provide guaranteed income for life.
Replay Video
Wendy Swanson, Retirement Income Certified Professional with Annuity.org, explains what Senior Market Sales does.

We Have the Tools to Help You

Our partner has multiple resources to assist you in assessing your unique financial situation and help you get started on achieving your long-term financial goals.

  • Income Architech Logo
    Income Architech
    An all-in-one planning tool that seamlessly combines:
    • Income
    • Cash-flow analysis
    • Taxes
  • Total Social Security Logo
    Total Social Security
    Software that builds Social Security planning into your practice. Includes:
    • Visual reports
    • Break-even charts
    • Income-gap charts
  • Smart Risk Logo
    SmartRisk
    Software that helps clients achieve better retirement outcomes through better risk analysis. Includes:
    • Asset interaction analysis
    • Portfolio risk tolerance
    • Down market preparation
CBC Building

Selling Your Payments with Confidence

What sets Annuity.org and its partners apart from others in the industry is our regard for your peace of mind. Many companies strive to protect their clients and act in their best interests, but it’s rare to find a purchasing company that will take the time to explain the process of selling annuity or structured settlement payments in terms that clients can understand.

We recognize that the decision to sell your payments may be fraught with doubts about whether it’s the wisest choice. And our partners agree that education is the best remedy for your anxiety.

The trained and experienced professionals from each of our reputable partners will treat you with respect and consideration, answering all your questions and guiding and supporting you throughout the process.

CBC Settlement Funding logo

CBC Settlement Funding

CBC Settlement Funding has been in business for more than 15 years and has paid millions of dollars to thousands of clients.

Based in Conshohocken, Pennsylvania, CBC is a reputable purchasing and pre-settlement funding company that models many of the best practices we recommend you research when investigating companies.

CBC Accreditations and Memberships

CBC is a Better Business Bureau-accredited company with an A+ rating and a member of the National Association of Settlement Purchasers (NASP), a national trade association that promotes fair, competitive and transparent standards across the secondary market.

  • BBB A+ Rating Logo
  • Consumer Affairs
  • National Association of Settlement Purchasers Logo
Fortune Settlement Solutions Logo

Fortune Settlement Solutions

With a focus on helping clients access cash immediately, Fortune Settlement Solutions offers pre-settlement funding and financial liquidity.

The company’s expert staff and superior customer service has earned it high praise from customers with glowing testimonials.

Fortune Accreditations

Fortune has earned 4.7 stars from Google reviews and is a Better Business Bureau-accredited A+ business.

  • BBB A+ Rating Logo
  • Fortune Google Review Stars
Please seek the advice of a qualified professional before making financial decisions.
Last Modified: November 17, 2021