The Annuity Qualifier

Trying to determine the most suitable annuities for your needs? Answer a series of simple questions and our licensed financial professionals may be able to help you determine if an annuity is suitable for your situation, and if so, what particular annuity type and company will provide you the most benefits for your future needs.

*Asterisks denotes required field

Name:*
First Last
Phone*
Address
Street Address City State ZIP Code
Email*
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Please enter information about your annuity to aid us in our evaluation. If you don't know an answer to a question, leave it blank.
When are you planning on purchasing an annuity:*
Please Elaborate
Untitled
Owner, Annuitant, and Beneficiary Information:
1. Who will be purchasing the annuity (this person is called the owner, and the person who retains investment control)?
2. Owner's date of birth:
3. Owner's Residence
Street Address City State ZIP Code
Annuity Information
1. Enter the approximate dollar amount that you are thinking of sheltering in an annuity:*
2. Do you prefer an annuity that will invest in funds tied to stock market performance, understanding that there will be fluctuations in the value? Or would you prefer an annuity that has a competitive fixed interest rate that will not vary with the ups and downs of the stock market, thus protecting your principal?
3. Is it a priority that you have spur-the-moment access to withdraw your money without a fee?
Please Elaborate
4. How soon would you like to start receiving regular income from the annuity?
Please Elaborate
5. When you start receiving regular payments from the annuity, how much monthly income do you need the annuity to provide?
6. Where do the funds used to purchase the annuity originate?
Please Elaborate
7. I am a financial professional / broker.
- Yes
8. Additional Comments:
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* = required field

Information submitted on this form, including e-mail addresses, is considered confidential and will not be shared with any other third parties.

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Document reference: #1500261-11

The Annuity Qualifier

Please enter information about your annuity to aid us in our evaluation. If you don't know an answer to a question, leave it blank.

Owner, Annuitant, and Beneficiary Information:

Annuity Information

Annuity FYI

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