Category Archives: Recently Sold SMA’s

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  • $33,004.19
  • NY Life
  • 3.50%
  • $36,900.00
  • 3.24 Years
  • BE000512
Payout Start Date End Date Payment/Period COLA/Amount Priced as of $36,900.00 04/15/2022 04/15/2022 1 Lump Sum N/A 01/18/2019...
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  • $35,445.72
  • Western National
  • 3.50%
  • $40,000.00
  • 3.51 Years
  • DB000595
Payout Start Date End Date Payment/Period COLA/Amount Priced as of $40,000.00 07/16/2022 07/16/2022 1 Lump Sum N/A 01/11/2019...
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  • $21,695.42
  • Prudential
  • 3.50%
  • $22,635.03
  • 1.23 Years
  • WD000128
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Payout Start Date End Date Payment/Period COLA/Amount Priced as of $22,635.03 04/04/2020 04/04/2020 1 Lump Sum N/A 01/11/2019...
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  • $50,674.77
  • Berkshire Hathaway
  • 4.50%
  • $81,675.00
  • 11.18 Years
  • VJ002509

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Payout Start Date End Date Payment/Period COLA/Amount Priced as of $675.00 01/15/2025 01/15/2035 121 Monthly Payments N/A 01/04/2019...
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  • $8,300.90
  • American General
  • 4.75%
  • $13,307.00
  • 10.19 Years
  • JB000402
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  • $8,300.90
  • American General
  • 4.75%
  • $13,307.00
  • 10.19 Years
  • JB000402

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Payout Start Date End Date Payment/Period COLA/Amount Priced as of $380.20 10/11/2027 08/11/2030 35 Monthly Payments N/A 01/04/2019...
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  • $102,289.68
  • Liberty Life
  • 4.25%
  • $144,450.00
  • 8.77 Years
  • ER003727
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  • $102,289.68
  • Liberty Life
  • 4.25%
  • $144,450.00
  • 8.77 Years
  • ER003727

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Payout Start Date End Date Payment/Period COLA/Amount Priced as of $650.00 01/15/2019 12/15/2031 156 Monthly Payments N/A 01/15/2018 $1,435.00 01/15/2032 06/15/2034 30 Monthly Payments N/A 01/15/2018...
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  • $32,645.50
  • American General
  • 4.25%
  • $43,000.00
  • 6.62 Years
  • BJ001018
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  • $32,645.50
  • American General
  • 4.25%
  • $43,000.00
  • 6.62 Years
  • BJ001018

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Payout Start Date End Date Payment/Period COLA/Amount Priced as of $43,000.00 08/10/2025 08/10/2025 1 Lump Sum N/A 12/28/2018...
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  • $156,168.16
  • MetLife
  • 4.25%
  • $222,199.32
  • 8.76 Years
  • MS005970
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  • $156,168.16
  • MetLife
  • 4.25%
  • $222,199.32
  • 8.76 Years
  • MS005970

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Payout Start Date End Date Payment/Period COLA/Amount Priced as of $1,185.61 11/19/2020 10/19/2033 156 Monthly Payments 3% Annual Increase Each November 12/28/2018...
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  • $40,095.06
  • Liberty Life
  • 3.50%
  • $45,614.21
  • 3.75 Years
  • HM000718
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  • $40,095.06
  • Liberty Life
  • 3.50%
  • $45,614.21
  • 3.75 Years
  • HM000718

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Payout Start Date End Date Payment/Period COLA/Amount Priced as of $45,614.21 09/27/2022 09/27/2022 1 Lump Sum N/A 12/28/2018...
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  • $23,433.75
  • Prudential
  • 4.10%
  • $29,000.00
  • 5.33 Years
  • PI000584
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  • $23,433.75
  • Prudential
  • 4.10%
  • $29,000.00
  • 5.33 Years
  • PI000584

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Payout Start Date End Date Payment/Period COLA/Amount Priced as of $2,000.00 06/05/2021 06/05/2021 1 Lump Sum N/A 12/28/2018 $12,000.00 06/05/2023 06/05/2023 1 Lump Sum N/A 12/28/2018 $15,000.00 06/05/2025 06/05/2025 1 Lump Sum N/A 12/28/2018...
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