Immediate Annuity Quotes For Agents

 
 
Annuitant Information:

Name:
   Male  Female
D.O.B.  Age:   State:
 
Joint Annuitant Information (if any):

Name:
    Male   Female
D.O.B:
 Age:   State: 
 
Source of Funds:

Non- Qualified (cash, 1035 exchange so on)
Qualified (Ira, 401K rollover, Pension so on)

Deposit Amount: $
Desired Income: $
1035 Cost Basis  $
 

Timing

Deposit Date:
Month Day Year

Income Start: Month Day Year

Annuity Payment Frequency:
Monthly Semi-Annually Quarterly Annually

Medical Underwriting?
Poor health client? Should try an impaired risk quote.
 

Type of Immediate Annuity:

SINGLE LIFE

Life Only
Life With period certain of:
     
5 Year 10 Years 15 Years 20 Years 
      Specific:

Life With Installment Refund 
Life With Cash Refund

Joint LIFE
Joint & Survivor Lives ONLY
Joint With period certain of:
    5 Year 10 Years 15 Years 20 Years

    Specific:
   
Joint Percent To Survivor

Period Certain ONLY
  Period Certain Only for:
5 Year 10 Years 15 Years 20 Years

Specific:

Annual Inflation COLA:
 

How Should We Send The Quotes:

Agent Email:
required
Phone: Appreciated
Signing Agent: required
Requested by: (If other than agent)

Receive quote BY:
Email Adobe Acrobat PDF   Email Text
Fax Phone Call


VALIDATE: ENTER THE WORD service  

Please use the agent comment for any special requests that do not appear on the form.
Agent Comments - Requests:

Send mail to Service@spiaquote.com with questions or comments about this web site.

A domain of FSD Financial Services - CA Insurance License # 0B67385 and 0B91910
Copyright 2017 SPIAQuote.com - Last modified: 04/21/2017 -

Terms Of Use

Earnings and pre-tax premium payments are subject to income tax at withdrawal. Withdrawals prior to age 59 are generally subject to a 10% IRS penalty tax. FSD Financial Services does not offer tax advice. For specific tax information, consult your attorney or tax advisor. Product and feature availability, as well as benefit provisions can vary by state.