Annuities

Mike Aiello / January 8, 2026

Here are the top reasons people choose to sell, and important considerations to help you determine if this decision aligns with your goals.

Mike Aiello / January 8, 2026

We explain how selling annuity payments works, what to expect, and how to make an informed decision that aligns with your financial goals.

Mike Aiello / January 8, 2026

We believe education and transparency are essential, which is why we've put together this comprehensive guide to the annuity-buying landscape.

Mike Aiello / November 26, 2025

Transferring future annuity income can be convenient, efficient, and empowering. Take your time. Ask questions. Explore multiple offers.

Mike Aiello / October 24, 2025

Whether your considering selling a structured settlement or an annuity, the key is education and professional guidance.

Mike Aiello / October 24, 2025

Choosing the right partner in this process can mean the difference between a secure financial decision and one that causes long-term regret.

Mike Aiello / September 29, 2025

If you're considering selling your annuity, take the time to compare your options, but remember that the right partner will do more than just buy your payments.

Mike Aiello / September 29, 2025

Selling annuity payments during inflation isn't a decision to take lightly, but for many, it represents a practical solution to rising costs and evolving needs.

Mike Aiello / September 29, 2025

If your circumstances have changed and waiting for scheduled payments no longer fits your financial picture, selling your annuity could be the key to moving forward with confidence.

Mike Aiello / July 29, 2025

There's no one-size-fits-all solution, and in many cases, consulting a trusted financial advisor or annuity specialist is the best first step.

Mike Aiello / July 29, 2025

Our team at CBC Settlement Funding is here to guide you through the process, help you understand your options, and ensure your best interests are at the center of every conversation.

Mike Aiello / June 24, 2025

This article provides practical guidance on how to approach selling your annuity payments thoughtfully and securely, ensuring that your financial interests remain protected throughout the transaction.

Mike Aiello / March 26, 2026

Annuities are often designed as long-term financial tools, but life circumstances can change. Learn what options are available if you want to access your annuity funds before age 59½.

Mike Aiello / April 21, 2026

Understanding how taxes apply when you sell annuity payments is essential to avoid unexpected liabilities. Learn about tax brackets, exclusion ratios, state taxes, and strategies to minimize your tax burden.

Mike Aiello / June 9, 2026

Won the lottery? One of the first decisions is whether to take your prize as a single cash payment or as payments over time. Compare the tax, investment, inflation, and estate-planning tradeoffs of each option.

Mike Aiello / June 16, 2026

Choosing the annuity option means receiving your lottery jackpot over decades rather than all at once. Learn how the payments work and how the choice shapes taxes, investing, estate planning, and managing sudden wealth.

Mike Aiello / July 21, 2026

An annuity buyout agreement is the legal contract at the heart of exchanging future annuity payments for a lump sum. Learn what these agreements include, how lump sums are calculated, and what to review before signing.

Mike Aiello / July 28, 2026

An annuity's worth is based on present value, not the sum of its future payments. Learn how payment schedules, interest rates, discount rates, inflation, and your financial goals shape what your annuity is truly worth today.