how to sell my annuity

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About Stone Street Capital Stone Street Capital, LLC was started in 1989 to give annuity owners, like you, financial options. Stone Street Capital’s unique programs allow you to tap into finances that would otherwise be out of reach. Stone Street Capital has paid in excess of $2 Billion to thousands of satisfied customers all over the United States. Stone Street Capital’s understanding of the lump sum option has allowed us to build an extensive, completely customized network of options that match each and every personal situation. Talk to Your Expert *Stone Street Capital does not purchase variable annuities, or annuities with enforceable or non-waiveable anti-assignment provisions. All purchases subject to applicable law. Stone Street Capital does not provide tax or investment advice. You should consult your own attorney, accountant and tax advisor regarding any sale of an annuity. ANNUITY LIQUIDITY PROGRAMTM www.stonestreet.com ANNUITY LIQUIDITY PROGRAMTM Turn Your Annuity Into Cash Now If you are one of the many annuity owners needing to cash in now, you are not alone. For almost 20 years, Stone Street Capital has helped thousands of annuity recipients cash in their annuity payments for a lump sum. Annuity FAQ’s Can I cash in, or sell my annuity? Yes, you can cash in most annuities. However, there are some instances where an annuity may not be purchasable, such as variable annuities. so is every person’s situation. Remember, it’s important to have all the facts before you make any financial decision. Why Cash in Now? There are many reasons why cashing in some or all of your annuity payments makes sense: An unexpected expense or change in your financial situation has occurred You were not the original owner of your annuity and would rather free up your money that would otherwise be out of reach You may want to invest the cash into other, potentially better investment options Your tax situation may have changed You need access to a large amount of money and a loan does not make sense Call your Annuity Expert to find out for sure. Will I pay taxes? Yes, like any source of income, United States Can I get a lump sum and also keep my annuity? Yes. You can sell some or all of your annuity, and you can come back again and again as needs arise. It’s up to you. Everything that we do is customized to your needs. tax law states that any gains you incur as a result of cashing in your annuity may be subject to income tax. It’s most important to realize that every person’s tax situation is different – and only a registered tax advisor can provide you with tax advice. Because you pay taxes on your annuity whether you cash in or not, it’s Is there any reason that I shouldn’t cash in my annuity? Yes, while the lump sum option makes important to have the facts so you can make the decision that makes the most sense for you. Consult your own financial and tax advisor before selling any of your annuity payments. Whatever the reason, Stone Street Capital makes it easy to convert some or all of your annuity payments into cash. sense for so many annuity owners, sometimes it doesn’t. As every annuity is set up differently,

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