Please tell us about your annuity insurance needs.
1) Type of annuity you are interested in:
Flexible Premium Deferred Annuity-FPDA
Single Premium Deferred Annuity-SPDA
Single Premium Immediate Annuity-SPIA
Not Sure
2) Initial Investment:
Please Select
$10,000
$15,000
$20,000
$25,000
$30,000
$35,000
$40,000
$45,000
$50,000
$60,000
$70,000
$80,000
$90,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
$500,000
Not Sure
3) Growth Term:
Please Select
1 Year
5 Years
10 Years
15 Years
20 Years
25 Years
Not Sure
4) How often do you plan to contribute?
Please Select
Monthly
Quarterly
Semi-Annually
Annually
Not Sure
5) Periodic Investment:
Please Select
None
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
$7,000
$8,000
$9,000
$10,000
$12,500
$15,000
$17,500
$20,000
$22,500
$25,000
$30,000
$35,000
$40,000
$45,000
$50,000
Not Sure
6) Source of your investment:
Please Select
IRA
SEP-IRA
Pension
Profit-Sharing
403B Annuity
Deferred Comp.
CD
Savings Account
Mutual Fund
Other
7) When do you need this annuity?
Please Select
Immediately
30-60 days
60-90 days
90-120 days
Not Sure
8) Quote is for:
Please Select
Self
Spouse
Partner
Parent
Child
Other
The answer to these basic questions will help us process your information.
9) Gender:
Male
Female
10) Date of Birth:
11) Current Work Status:
Please Select
Full Time
Part Time
In Transition
Retired
Homemaker
Student
Other
12) Occupation:
Select One
Computers
--Graphics
--Operator/Technician
--Programmer
Engineering
--Aerospace
--Chemical
--Civil
--Electrical
--Mechanical
--Nuclear
--Other
Construction
--Contractor
--Electrician
--Installer
--Mechanic
--Painter
--Plumber
--Welder
Education
--Administration
--College Professor
--Professional Instructor
--Teacher
Healthcare
--Administration
--Dentist/Dental Technician
--Lab Technician
--Nurse/Paramedic
--Pharmacist
--Physician/Surgeon
--Psychiatrist/Psychologist/Social Worker
--Hospitality/Recreation/Travel
--Airline Employee
--Amusement Parks/Recreation Centers
--Driving
--Hotel Services
--Restaurant Services
--Travel Agent
Manufacturing
--Assembly
--Machine Operator
--Maintenance
--Printing
Professional
--Accounting
--Architecture
--Art/ Photography
--Entertainment/Performing
--Financial Services
--Insurance
--Interior Design
--Journalism
--Law/Legal Services
--Marketing & Sales
--Membership Organizations
--Real Estate
--Sports/Fitness/Nutrition
Private Sector
--Child Care
--Cleaning Services
--Homemaker
--Landscaping/Gardening
--Personal Assistant
Public Service
--Civil Service
--Economic Administration
--Environmental Administration
--Executive Legislative
--Fire Fighter
--Government Employee
--Human Resources
--International Affairs
--Justice, Public Order and Safety
--Military Officer
--National Security
--Police Department
--Postal Service
--Public Transportation
--Social Worker
Retail
--Auto Dealer/Service Center
--Consumer Services/Sales
--Management
--Merchandising
--Product Sales
--Security
Other-Not Listed
Retired
Self Employed
Student
Unemployed
Veteran
13)
What range best describes your approximate household income:
Select One
Less than $25k
$25-40k
$41-60k
$61-80k
$81-100k
$101-150k
$151-200k
$201-300k
over $300k
14)
Do you own or rent your residence:
Select One
Rent
Own
Other
15)
Time at current residence:
Select One
Less than 1 Year
1-5 Years
5-10 Years
10-20 Years
Over 20 Years
16)
Best Time To Contact:
Select One
Anytime
Morning at Home
Morning at Work
Afternoon at Home
Afternoon at Work
Evening at Home
Evening at Work
Weekends
17) Additional Comments: Please provide any additional information you feel is pertinent to the insurance coverage you need.