EmailMe Form - Annuity Quote Request

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Deferred Annuity

A type of annuity contract that delays payments of income, installments or a lump sum until the investor elects to receive them. This type of annuity has two main phases, the savings phase in which you invest money into the account, and the income phase in which the plan is converted into an annuity and payments are received.

Single Premium

$ Dollars . Cents

Single Premium is if annuity is to be funded by one lump-sum payment, or amount you wish to invest at policy inception on a multi-payment annuity

Flex Premium

$ Dollars . Cents

Flex premium is the amount you would like to deposit each installment payment into the annuity"

Is Funding Qualified?

If a retirement account is funded with qualified funds, then it will have certain tax advantages. Qualified funds must be under a certain annual threshold with varies from year to year.

Non-qualified funds are not subject to certain tax advantages and you must pay annual taxes on your gains within the annuity. There is typically no maximum threshold for the amount you can fund the annuity.

Source of Funds

Deposit Frequency

If funds are to be qualified, would you like IRA to be Traditional or Roth

Desired Contract Length

Will income via Annuitization be needed during contract

Annuitization is the time that an annuity is considered matured. This is when you will face no penalty for surrender of the contract and you lock in all bonuses given during the life of the policy.

If Yes When?

Immediate Annuity

An immediate annuity makes income payments immediately, or very soon after purchase. You use an immediate annuity when you want to start taking income as soon as possible.

Is Funding Qualified?

If a retirement account is funded with qualified funds, then it will have certain tax advantages. Qualified funds must be under a certain annual threshold with varies from year to year.

Non-qualified funds are not subject to certain tax advantages and you must pay annual taxes on your gains within the annuity. There is typically no maximum threshold for the amount you can fund the annuity.

Source of Funds

Liquidity

If funds are to be qualified, would you like IRA to be Traditional or Roth

Deposit or Payment Amount

$ Dollars . Cents

Mode of Payment

Payment Start Date

MM / DD / YYYY

Cost of Living Adjustment if desired %

Payout Options Pick One and Fill In Details

Life Only (yes/no)

Life w/ Guarantee of ____ years

Installment Refund (yes/no)

Period Certain of ____ years

Joint Life (Joint Name:__________ Joint DOB___)

Comments/Instructions: