Here’s our Strategic Approach to Working with Annuitants – By Ric Perez • April 13, 2022 It is substantially different from the approach other companies take: 1) We Dissuade and Suggest Alternatives 2) We try to Preserve the Structure 3) We Encourage Professional Advice We all know how fast life can change and sometimes just…
Why do Some Annuitants Sell? By Ric Perez • April 13, 2022 In early February, the newly formed, fast-growing American Association of Settlement Consultants (AASC) hosted their inaugural conference in Las Vegas. Strategic Capital’s Ric Perez and Max Worth not only appeared in-person but also delivered an educational presentation. Strategic Capital recognizes that Structured Settlements…
The AAJ 2022 Winter Convention in Palm Desert did not Disappoint! By Ric Perez • April 13, 2022 Ric and Max arrived in Palm Springs after an amazing AASC event in Las Vegas. After 72 hours of non-stop business activities in Vegas, it was a welcome relief to have our next event in a very…