Secondary Market Annuities
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Our Clients

Our secondary market annuities can work for you. We go the extra mile to educate, guide and assist our clients with exceptional service before, during and after investment. But don’t take it from us, take it from our satisfied customers:

Testimonials:

“I have been retired slightly over 5 years, but with the time I was spending on investments it felt like I was still working full time. I have spent a great deal of time researching stocks, bonds, mutual funds, ETFs, REITs & alternative investments for many years. I talked with many different investment advisors. Stocks have the greatest reward with the greatest risk (not where a retired person should have most of their money if they want to protect principal). Bonds are risky today because interest rates are at a 30 year low & have only one direction to go in the future (Even a AAA bond gets hit hard when rates are rising). Mutual Funds mostly own stocks & bonds. There are alternative mutual funds but most have short unproven track records. ETFs - There are a huge variety to chose from, but they own the same assets as mutual funds or are specialized with unproven track records. REITs - Nice yields but it's still Real Estate & with rising rates your principal is at risk. Alternative Investments - There are many new creative unproven alternative investment choices. Most have not performed as well as the standard benchmarks. SMAs (Secondary Market Annuities) offer an alternative to bonds with presently higher rates & less risk of principal due to rising rates. They require little time to manage after initial purchase & more importantly to me require little research time. Somerset/Tom Hamlin know more about SMAs than anyone else I came in contact with. Tom spent a lot of time educating me on the risks & rewards of purchasing SMAs. His firm does more in-house & outside legal review of SMAs before purchase than any other firm I contacted. His firm has spent a lot of time & effort after I purchased several SMAs making sure they performed as advertised. I have had excellent customer service from everyone I have worked with at his firm. Tom was actually recommended by another highly respected advisor. Since purchasing SMAs I now have more time to spend were I want & on what I want. I am no longer chained to investment research & more importantly sleep better. Thank you Tom & Somerset for all you have done for me!”

-D.H., Seattle, WA.

“I was surprised when I learned about secondary market annuities. I didn’t know that anything this good existed when it came to high quality and high yield. I was even more surprised when my advisor and his firm seemed to be completely unaware of its existence as well. I truly believe that you have to work hard to stay ahead of the crowd and many people (investors and advisors alike) have stuck their heads in the sand expecting things to get good again and waiting around. I refuse to subject myself or my family to that line of thinking any longer and have moved proactively to find better solutions for our retirement. Secondary Market Annuities are by far and away the best solution I have found and Somerset is the best company I have found to deal with. I feel very confident in their service, their people, their process and their independent legal reviews.”

-John L., California

“When I contacted Somerset Wealth Strategies I knew almost nothing about Secondary Market Annuities, but was attracted to them by their safety and higher than normal yields over other comparable fixed income investments. The advisor who assisted me was very knowledgeable, patient, helpful and genuine. I also dealt with his assistant who was delightful, efficient, professional and courteous. I have every confidence that I have made a wise choice, not just in the asset class but in the company I choose to assist me. I just completed my 3rd SMA purchase, plan on doing several more and have already referred a couple colleagues!”

- Fred K., Florida

“Sick and tired of the insanity of the markets and their unpredictability over the past 12 years I decided to call it quits and focus on identifying the highest yielding, safe fixed income I could find. My search took several months, but I knew when I found the SMA class that I had arrived. Thank you Somerset for all you have done for me! My family also thanks you. You are top notch professionals to the nth degree!”

- James B. , Colorado

“Somerset you are the BEST! I went from earning 1.5% to 2% on CDs to 6% and 6.50% with New York Life and Metlife SMAs! I gave up low yields and FDIC Insurance in exchange for nearly 4 times the interest on my money and the AA and AAA credit quality of two of America’s safest insurance companies. I sleep better than I have in years knowing that my income is coming in every month and I don’t have to worry anymore. Thank you, thank you, THANK YOU!”

- Maryanne M., Illinois

“I was about to give up hope of ever being able to achieve a decent rate on the fixed portion my portfolio, until I discovered Secondary Market Annuities and Somerset. After doing thorough research, I decided to go through Somerset because of their process, knowledge, professionalism and the fact that they require outside attorneys to review every transaction at no additional charge to me. I have already done 4 deals and plan on doing many more.”

- Ed M., Maryland

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Our Clients Say:

“Somerset you are the BEST! I went from earning 1.5% to 2% on CDs to 6% and 6.50% with New York Life and Metlife SMAs!" -Maryanne M., Illinois

“I was about to give up hope of ever being able to achieve a decent rate on the fixed portion my portfolio, until I discovered Secondary Market Annuities and Somerset. After doing thorough research, I decided to go through Somerset because of their process, knowledge, professionalism and the fact that they require outside attorneys to review every transaction at no additional charge to me.” -Ed M. Maryland

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Somerset Wealth Strategies, Retirement Planning Service, Portland, OR