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Have you begun planning for retirement? Are you paying too much in taxes? With a Tax deferred annuity you can take care of both problems! Take a minute to see what a financial plan can offer you today! FREE no obligation quotes!.
The short form below should be filled out as completely as possible in order to receive an accurate quote.
First Name
Last Name
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State
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Best time to call:
8 - 10 a.m. 10 a.m. - 12 p.m. 12 - 2 p.m. 2 - 4 p.m. 4 - 6 p.m. After 6 p.m. Weekends
Who is this quote for?
Me Spouse Parent Child Partner Business Assoc. Other
Gender
Male Female
Birthday (mm/dd/yy)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 19
Your tax bracket:
15% 28% 31% 36% 39.6% other
Amount of money youwant to invest: (note $5,000 is a typical minimum)
$
If this is not a lump sum investment,how much do you plan to add to the annuity?
How often will you depositadditional funds?
Monthly Quarterly Semi-annually Annually
If any funds are coming from aTax Qualified account, what type of account is it?(leave blank if irrelevant)
None IRA SEP-IRA Pension/Profit-Sharing 403b Annuity Deferred Comp
If any funds are coming from aNon-Tax Qualified account, what type of account is it?(leave blank if irrelevant)
None CD Savings Account Mutual Fund
If funds are coming froma CD, what month does it come due?
Not From CD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Primary consideration influencingannuity purchase:
Tax-deferral Company offering annuity Interest rate offered Retirement planning Safety of principal
Other consideration influencingannuity purchase:
How long would you like yourannuity to grow before receiving income payments?
1 Year 5 Years 10 Years 10+ Years To Age 65
Would you like an additional quote?
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