Find Out If An Annuity Is Right For You In 30 Seconds

Are You a Man or Woman?

(The reason for asking, is because men and women have different payout factors based on their living expectancy)

Man

Woman

Which best describes your situation:

Married

Single

What Is Your Age Range?

I'm Under 50

I'm Between 50 and 54

I'm Between 55 and 60

I'm Between 60 and 64

I'm Between 65 and 70

I'm Over 70

Are you retired?

Yes

No

Which of the Following Categories Best Describes Why You Would Consider An Annuity The Most (if you had to pick one)?

I Want Income Now: I want to supplement my current income with an additional income stream starting immediately or some time later this year.

Want Income Later: I want to supplement my current income in the future (3, 5 or 10 years later down the road).

I Want To Safely Grow My Money: I want principal protection of my money with a reasonable rate of return and access to my money.

I Want Legacy Planning Benefits For My Heirs: I don't need access to a portion of my money during retirement, and would like to leave the money to my children, grandchildren or a charity.

Trying not to be killed by inflation

Other

How do you prefer to communicate?

Check all that apply

Face-to-face

Phone

Video conference

Please provide your phone number. *

A valid phone number is required as we are required to confirm all requests.

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What is your name? *

First Name

Last Name