When you request a Personal Annuity Rate Report or Quote, it is generated specifically based on your needs. That is why this form asks for a few specific questions about your investment needs and goals, and takes between one and three business days to generate. The reports (which are in PDF format) typically include specific rates, expected income, the name of the insurance companies offering the rates, and their financial strength ratings. The reports are designed strictly to give an excellent overview of the annuity options available to you – prior to purchasing an annuity, please speak with a qualified financial professional.
We certainly encourage you to leave fields marked as “uncertain” if you do not know which form options to select. In this case, a licensed financial professional will call you to gather any additional information necessary to complete the Report. For this reason we require a phone number to run these reports.

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