Annuity Request






    Annuity Type


    Broker Information

    Broker Name*

    Address

    City

    State

    Zip

    Phone*

    Fax

    Email*

    Return Method

    EmailFaxMailPick-up


    Client

    Annuitant Name*

    Date of Birth*

    Gender*

    MaleFemale

    Joint Annuitant Name

    Date of Birth

    Gender

    MaleFemale


    Annuity

    Insurance Company Preference, if any

    State of Issue

    Tax Qualified

    YesNo


    Select One of the Following Annuity Products

    Single Premium Deferred

    Single Premium Deposit

    Flexible Premium Deferred

    Annual Deposit

    [text annual-deposit class:input-currency

    or Monthly Deposit
    [text monthly-deposit class:input-currency]

    Single Premium Immediate

    Single Premium Deposit

    or Modal Benefit Desired

    Linked Benefit (LTC Combo)

    Single Premium Deposit

    or Monthly Premium Deposit

    or Modal Benefit Desired

    Benefit Mode

    Date of Deposit

    Date of Initial Benefit

    Life Only

    Life and

    years certain

    Years Certain Only

    years

    Installment Refund

    Quote Impaired Risk SPIA?

    YesNo

    Describe Medical Conditions

    Additional Information: Please list any additional comments or competition information that will assist us in properly preparing your quote

    Your request cannot be honored unless this form is completed

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