In the past, the secondary market for annuity payments struggled with inventory control. There are countless situations where we’d work hard to get a prospect committed, only to have the case pulled out from us and sold to someone else. Managing our pipeline of payments was a real chore.
Even today, there are other vendors who leave you hanging, working hard on a ‘best efforts’ basis, yet they have no control over the inventory. It’s a horrible feeling to get a client excited and committed to a deal, have them fall in love with it, only to have to go back to them and tell them they did not get a case.
But now with In Stock inventory, those issues are gone forever.
All our inventory is posted online and is exclusively controlled by us. When you offer your clients our In Stock cases, you and your client know, with certainty, exactly what you will get, and you can get it quickly!
Our inventory of available cases is displayed on our website and dynamically updated. We also make web-based streamed inventory available to our advisors and can customize output to your website or in PDF format to email to your clients.
Sitting and watching the inventory, waiting for the right case to pop up can be inefficient. The displayed inventory is also just a fraction of what is available. It is more effective to contact us with the parameters of what your clients are looking for and allow us to fill specific orders.
Types of DCF Income Payments Inventory
In Pipeline
DCF Income Payments designated as In Pipeline is in the court approval process. It may or may not yet be court approved, or it may be awaiting documentation. It is possible these payments may not become available for purchase.
You may reserve an In Pipeline cases for your client, but understand that the transaction may take more time and the case is not guaranteed to close. We do everything we can to keep transactions together but if the transfer fails, we will promptly let you know why. An In Pipeline DCF Income Payments typically takes 30 days to close.
In Stock
DCF Income Payments In Stock is ready for immediate sale. In Stock cases have been thoroughly reviewed and the court transfer and approval is complete. These cases are ready for immediate purchase.
In Review
In Review DCF Income Payments are in final legal review, and typically 5-7 days from completion.
Reserved
DCF Income Payments in Reserved has been sold to another party, but the transaction has not yet closed. We do accept backup offers so be sure to look at reserved listings in addition to In Stock and In Pipeline.
DCF Exchange distributes through a nationwide advisor network. Advisors can log-in for inventory, training, and appointment details.
What our customers say about DCF Exchange
“I have worked with DCF a little over 2…”
I have worked with DCF a little over 2 years and have found Nathaniel and Ross the most knowledgeable owners I’ve worked with. In addition, their products are exceptional as I have sold them in IRAs, personal retirement, for Grandchildren, for college expenses and replacements for low yielding CD’s. I will continue to offer them to all clients that need a guaranteed Fixed Rate from Major Insurance Carriers.
“Most definitely now is A Generational Opportunity….“
Most definitely now is “A Generational Opportunity in Bonds (And Fixed Income!)” which is why I am doing what I’m doing – 6+% with COLA, wow!
“FLEXIBLE Design Capability & HELPFUL Consults”
I’ve had many conversations with one of the firm’s Principals, Nathaniel Pulsifer , and he is extremely knowledgeable in every aspect of this asset class, and is always willing to customize his inventory to fit my clients’ needs, when possible. ALSO, the DCF illustration system is very easy to use for client presentation and to do what-if scenario modeling!
“Purchasing payment streams from DCF”
I have purchased a few payment streams and am in the process of purchasing another one today. Nathaniel and his staff are great to work with. The transactions have been easy to finalize and the monthly payments have all been received on time, as expected. I have purchased payment streams from 3 other companies and, working with DCF is, by far, the best experience. Nathaniel and his staff really care about providing good customer service. They are responsive and work to earn your business. I have been very happy with my experience with DCF Exchange.
“DCF bought my payment streams….
DCF bought my payment streams- They were quick, Nathaniel was very responsive and easy to work with, and got it done in just a few days.
“Fast, easy process for sale of SMA’s”
Fast, easy process for sale of SMA’s. ACH and wire of money, and the GoldStar relationship make this a very easy process. The DocuSign system used makes it easy to work with clients since there is no in person meeting required. Although we do like to meet in person with clients… will use DCF Exchange for all SMA sales!!!!! A ++++++++
“I have worked with Nathaniel at DCF for…”
I have worked with Nathaniel at DCF for years. Everything is always professional and seamless. A pleasure to work with.
“This is the second transaction I did…”
This is the second transaction I did with Nathaniel Pulsifer at DCF and both went very smoothly. Clients are very happy. I try to incorporate these types of secondary annuities when appropriate. I would highly recommend Nathaniel Pulsifer and DCF to anyone who wants to incorporate these in a clients financial plan.
“These guys are the absolute best”
These guys are the absolute best! I’ve been working with Nathaniel and Ross for many years now, and there’s nobody better in the business. Their knowledge of the industry is unsurpassed, and most importantly they are HONEST and TRUSTWORTHY. I look forward to working with DCF Exchange for many years to come.
“I had an amazing experience with DCF“
I had an amazing experience with DCF! Nathaniel and his team are extremely dialed into these specialty products and I definitely would work with him again! Thanks!
“Extremely knowledgable and ethical”
Extremely knowledgeable and ethical. A pleasure to do business with.
“How fast was that”
How fast was that? VERY!
I was most pleasantly surprised how quick and efficient my payment was processed. Very safe, efficient and accurate.
“Thank you for putting your platform…”
Thank you for putting your platform together. Very nice work, easy for everyone to complete transactions. Almost as easy as writing annuities was 20 years ago –you probably weren’t around when the entire annuity application was 1 sheet of paper, front and back. You could send in that one piece of paper with a check and the deal was done!
“DCF performed far above and beyond my……”
DCF performed far above and beyond my expectations from beginning through the end closing process and beyond. When there seemed to be an issue with the trustee, DCF stepped in and cleared up all misunderstandings and insured everything was correct. I should note that the misunderstandings were really on my part and, once I was finally clear, I now fully understand and agree. Thank you DCF.
“DCF has the investments in inventory ready for me…”
DCF has the investments in inventory ready for me to place with my clients…. instead of many “wait & see” situations offered by other firms. Additionally, Nathaniel has on several occasions “carved-out” just the right size investment amount to fit one of my client’s needs out of a larger case in inventory, or combined parts of several cases to create a combination that fits my clients’ needs perfectly!
