IMMEDIATE ANNUITY QUOTE FORM
INSURANCE & ANNUITIES
INCOME PLANNING
EMPLOYEE BENEFIT PLANS
BUSINESS PLANNING
ALL INFORMATION PROVIDED IS CONFIDENTIAL !!
I was referred by:
I'M ALSO READY TO TAKE ACTION ON:
*Annuities written in CA ONLY
Notes:
Immediate Annuity Quote
Did you know you can transfer after tax money, i.e. Certificate of Deposit (CD) and get FREE Life & Long-Term Care Insurance with a 100% money-back guarantee ?
What is an Immediate Annuity?
An insurance contract that is purchased with one payment that has a specified payment plan which starts immediately and provides a guaranteed lifetime income.
*Owner State of Residence / Issue
Owner First Name
Owner Last Name
Owner Gender
Owner Birthdate (Example: 01/01/1950)
PERSONAL DATA
Payments will continue for the rest of your life. Upon your death all payments will stop. This is NOT an option you would chose if you want to leave some money to your beneficiary.
Life and period certain means payments will continue for the rest of your life, but for no less than the stated number of years. If you should die before the end of the stated number of years, your beneficiary would continue to receive the payments for the remainder of those years. Number of years
Your or your beneficiary are guaranted to be paid your principal and interest over the number of you years you elect.
Must be at least 3 but not more than 50 years. Number of years
SOURCE OF FUNDS
(Pre-Tax Money from 401(k) Plan, 403(b), IRA etc.)
PREMIUM
Please calculate an income based on a Single Pemium Payment of (Example: $100,000)
Please calculate the Amount Required to produce a MONTHLY income of (Example:$5,000)
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.)
PAYMENT OPTIONS
Payments will continue over the lifetimes of either the Annuitant or Joint Annuitant.
Payments will continue over the lifetimes of either the Annuitant or the Joint Annuitant with period certain, but for no less than the stated number of years. If you and the Joint Annuitant should die before the end of the stated number of years, your beneficiary would continue to receive the payments for the remainder of those years. Number of years
Owner Phone Number
Owner Email
Insurance
Annuities
Retirement Income
Tax Avoidance Strategies
Your INDEPENDENT Resource
949.954.4445
