Specialists in Insurance and Benefits Planning

Annuities

Americans are living longer and spending more time in retirement. In fact, the average American will be retired for 18 years. A retirement nest egg is probably the largest amount of money you will ever need to accumulate. How will you do it?

Think about a fixed annuity. Fixed annuities are a safe, risk-free way to plan for a comfortable retirement. You do so, on a tax-deferred basis. The money is protected, and you can get a guarantee that you'll never outlive the income you receive from the annuity.

Other annuity options include variable annuities and equity indexed annuities. Call for a free consultation to determine which is best for you.

Annuity Quote Form
Applicant Information
*Name (First,
Middle,
Last):

Gender:


Suffix:
*Address:
 
*City:
*State:
*Zip Code:
*Phone:
Fax:
email:
Annuity Quote Information
Who is this annuity quote for?:
Date of Birth:
 (mm/dd/yy)
Your tax bracket:
Amount of money you want to invest? ($5,000 is typically the minimum amount required): $
If this is not a lump sum investment, how much do you plan to add to the annuity?: $
How often will you deposit additional funds?:
If any funds are coming from a Tax Qualified account, what type of account is it?:
(leave blank if irrelevant)
If any funds are coming from a Non-Tax Qualified account, what type of account is it?: (leave blank if irrelevant)
If funds are coming from a CD, what month does it come due?:
Primary consideration influencing annuity purchase:
Other consideration influencing annuity purchase:
How long would you like your annuity to grow before receiving income payments?:
Questions or comments:
 
 


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