INDEXED ANNUITY QUOTE FORM
INSURANCE & ANNUITIES
INCOME PLANNING
EMPLOYEE BENEFIT PLANS
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ALL INFORMATION PROVIDED IS CONFIDENTIAL !!
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*Annuities written in CA ONLY
Notes:
Indexed Annuity Quote
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What is an Indexed Annuity?
An annuity that yields returns based on a specified equity-based index (S&P 500).
*Owner State of Residence / Issue
Owner First Name
Owner Last Name
Owner Gender
Owner Birthdate (Example: 01/01/1950)
PERSONAL DATA
GUARANTEED INCOME OPTION
This option IS NOT based on your life expectancy. You or your beneficiary are guaranteed to be paid for a specific time period.
SOURCE OF FUNDS
(Pre-Tax Money from 401(k) Plan, TSA, IRA etc.)
PREMIUM
Frequency of payments
Please calculate income based on a Single Pemium Payment of (Example: $100,000)
BE SURE TO CLICK THE "SUBMIT" BUTTON BELOW
Joint Owner First Name
Joint Owner Last Name
Joint Owner Gender
Joint Owner Birthdate (Example: 01/01/1950)
(After-Tax Money from CD, Savings, Checking, Money Market etc.)
Flexible Premium (Example:$1,000)
SOLUTION
Are you interested in receiving a guaranteed lifetime income?
If yes, specifiy year to start income (Example: 2020)
Owner Phone Number
Owner Email
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