Individual Placements

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Utilizing master contracts we maintain with highly rated insurance companies, we are able to provide individual institutionally priced annuity contracts where others may not be able. Master annuity contracts allow us to annuitize both large and small pension benefits for individual plan participants at retirement.

Additionally, we provide structured programs to annuitize individuals as they come to retirement ensuring that retiree benefit obligations are transferred to a major highly rated insurance company thus reducing pension plan benefit obligations and the related administrative costs for the plan sponsor.

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