GOLDMARK FINANCIAL PLANNERS, LLC

We Are:

Wolfgang T. Sailler
Certified Financial Planner ™

Joseph D. Witt
Certified Financial Planner ™

Email Us

401(k) & TSA participants
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PO Box 5190
Salem, OR 97304-3060

Call or Write:
Office: (503) 375-0208
Home: (503) 587-9811
Fax: (503) 371-2615
wolfgang@goldmarkfp.com

Structured Payments from Previously Owned Annuities

These annuities result from court ordered judgements to satisfy injury claims or other monetary damages. They are issued by a small number of highly rated insurance companies.

Payments to the recipient can take many different forms:

  • A single lump sum in the future
  • Laddered single sums, meaning several larger payments in future years.
  • Annual installments commencing in the year of purchase or at some future date.

If the current owner of a future payment or stream of payments needs to, or wants to sell the right to these payments, a settlement company will offer a lump-sum and will then try to find an investor to whom the payments will be assigned via a legal, court approved process.

All payments are guaranteed by the original insurance company or sometimes, if we are dealing with lottery winnings, a state lottery.

Due to the nature of these transactions the interest rates offered to the new owner are substantially higher than what comparable fixed income instruments would yield.

As each case is different, we need to get a good idea of your objectives to match you with the most suitable payment stream.

Click here to take a look at representative recent offerings. Please note that the market changes daily and the cases on this spreadsheet may be sold at the time of viewing. However, new offerings come on line at least weekly.

Contact Us

(503) 375-0208
wolfgang@goldmarkfp.com

 

 

 

PO Box 5190
Salem, OR 97304-3060

 


 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Goldmark Financial Planners, LLC, is a Registered Investment Advisor Firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Goldmark Financial Planners, LLC, would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

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