SMA Hub is the leading wholesale distributor for Secondary Market Annuities.
SMA Hub was founded in 2013 by veterans of the SMA industry. The Hub is the premier advisor’s resource for exclusive secondary market annuities. We offer certainty to advisors, quick closing for their clients and high returns.
SMA Hub exists to serve advisors and process cases in a manner that protects the end purchasers to the highest degree. We offer proven payment streams to our advisors and their clients, by streamlining the purchase process, offering In Stock, Off the shelf SMAs, utilizing a professional payment servicing provider and thoroughly reviewing each payment stream.
Prior to co-founding SMA Hub, Johnnie spent his entire adult life working in the financial industry. Starting at the age of 21 he spent more than ten years working as a Senior Investment Manager and Financial Advisor. During this time, he gained extensive knowledge about the traditional investment markets as well as an in‐depth understanding of Fixed, Indexed, Variable, and Immediate Annuities. He then spent the next five years developing a wholesale distribution division for Secondary Market Annuities and became one of the most seasoned and experienced participants in the secondary market asset class.
Johnnie graduated from the Art Institute of Seattle and now lives in Beaverton, Oregon with his two sons Jack and Jameson. In his free time, he enjoys family, friends, gadgets and the Oregon outdoors in all seasons.
Jannae began her career in the financial industry in 2008 as a lead bank teller for both Chase and Wells Fargo banks and was also an Executive Assistant in a Portland financial firm. She prides herself on her exceptional client communication and customer service skills. She enjoys working in an environment where she feels a part of not only a team but a family.
Jannae studied Health at Portland State University and is a certified Doula, helping deliver babies in her free time. She lives in Coeur d’Alene, Idaho with her daughter Avery, and enjoys attending concerts, performing with her hula hoop and practicing yoga.
Dylan is a financial planner with extensive experience in the analysis of a wide array of financial positioning. An expert in the implementation of Structured Settlements, alternative assets, life insurance, and securities positioning, he has spent his career advising personal injury attorneys and their clients on the funding of their recovery and future management. Dylan holds his Series 65 license as well as life Insurance licenses in Colorado, W. Virginia, California and Oregon.
Dylan’s educational background is in the field of economic analysis and includes a bachelor’s degree in Mathematics from Colorado State University. He is a Denver native and spends his free time hiking, skiing and exploring Colorado’s Front Range.
Annuities are financial products that pay out a fixed stream of income to individuals, usually retirees. The money comes from a substantial lump sum or monthly payments put into the annuity during the accumulation phase. Once payments commence at a specified date, the contract enters the annuitization phase.
Secondary market annuities originate from existing annuities that become available for purchase. They offer fixed-term payment streams, up to several decades long, from top-quality insurance carriers.
SMAs could be the right fit for your client’s profile if he or she is looking for above-average returns with relatively low risk. Investors must also have enough resources to tie up funds in this illiquid investment.
SMAs offer many of the same benefits as primary market annuities—including payment certainty and a guaranteed yield—without all the restrictions associated with insurance contracts. While insurance products often translate to low returns for the investor, SMAs routinely provide yields 1-4% higher than comparable original issue annuities at a lower cost and without introducing a high level of risk.
SMA Hub is far from merely a “middleman” in the process of transferring structured settlement cash flows. We acquire original issue annuities in their entirety using an independent business trust. Then, our experienced, on-staff attorney navigates the complexities of transitioning the financial product into a secondary market annuity.
Only once the review process is complete and the sale of the payment stream has been court-approved do we list SMAs in our inventory. This adds additional layers of protection to your practice and ultimately your clients. By the time you see SMAs for sale on our website, all due diligence has been performed. Therefore, you can expect to close your client’s case within 24 to 48 hours, pending liquidity of funds.