SECURITIES LIQUIDATION SERVICES
On average, over 20% of transfer premium from top brokerage firms is lost in the processing "black hole" or to brokers interfering with producers' sales. We can help you take control with the Securities Liquidation Service to Fund Fixed Annuities offered exclusively by First Annuity & Insurance Marketing.
Obstacle: You have a client who wants to liquidate their securities (stocks, bonds, mutual funds) and invest the proceeds in an annuity product offered by First Annuity & Insurance Marketing.
Solution: The First Annuity Securities Liquidation Service to Fund Fixed Annuities helps you capture assets that you might have otherwise lost. Our registered representative handles your client's accounts, and by complying with the client's instructions, is able to liquidate the assets and send the proceeds to the proper insurance company. We eliminate the client ever having to call or meet with their stockbroker.
To find out more about our exclusive Securities Liquidation Service to Fund Fixed Annuities or if you have questions about required forms please call us at 888-758-7305.
Securities offered through Community Bankers Securities, LLC., Member NASD/SIPC. Community Bankers Securities is not a bank or trust company and is independent of any financial institution. Securities 1. are not deposits of this institution 2. are not guaranteed by the FDIC or any other government agency; 3.are not obligations of, or guaranteed by any financial institution; and 4. involve investment risk, including the potential for fluctuations in investment return and the potential loss of principal.
Office of Supervisory Jurisdiction - 1013 37th Ave. Ct., Greeley, CO 80634
