Guaranteed Income for Life
For a comlimentary consultation on your retirement plans, including Guaranteed Lifetime Income solutions, please complete this form and submit.

This is a solicitation for retirement planning services and related products. A financial consultant will contact you via email and telephone.
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First Name *
Last Name *
Email *
Phone number *
Street Address *
City *
State *
Zip Code *
Date of Birth *
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Gender *
Spouse / Partner First Name. You may leave this blank if it does not apply.
Spouse / Partner Last Name. You may leave this blank if it does not apply.
Spouse / Partner Date of Birth. You may leave this blank if it does not apply.
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Spouse / Partner Gender. You may leave this blank if it does not apply.
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How much do you have to fund a lifetime income retirement plan? The minimum Rollover or Transfer is $3,500 for IRA, 401(k), 403(b), 457 Plan, and Pensions. The minimum for after-tax contribution is $5,000. This is required for a custom proposal. *
Occupation.
Income Start Date. This is date when you want your guaranteed income to begin. *
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Lifetime Income from a Fixed Indexed Annuity. You may select as many options as you want for comparison purposes.
Single Premium Immediate Annuity (SPIA)
Single Premium Immediate Annuity offers several income payment options and an optional Cost of Living Adjustment (COLA) that can be added to many of those options. These payments can begin immediately, or at any time you choose as long as the income start date is within 12 months.
Single Premium Immediate Annuity Income Payment Options. Check all the options you want to see quoted.
**Period Certain. Please indicate the number of years you want your payments to be guaranteed, regardless of when you (or your spouse) dies. This is required for any Life with Period Certain, or any Period Certain annuity. This number must be at least 5 years, and the maximum is 30 years, or any specific number in between (5-30). For example, if you want Life with 10 years certain, please enter the number 10 below. If you want to see all the options, please input the word ALL in the box below.
Deferred Income Annuity (DIA)
Deferred Income Annuity offers several income payment options and an optional Cost of Living Adjustment (COLA) that can be added to many of those options. A Deferred Income Annuity start date must be more than one year from your contract date, but can be as many as 40 years in the future. A Deferred Income Annuity can be used to fund a QLAC or Qualified Longevity Annuity Contract. If you want to see a QLAC, please check the appropriate box below.
Deferred Income Annuity Payment Options. Check all the options you want to see quoted.
**Period Certain. Please indicate the number of years you want your payments to be guaranteed, regardless of when you (or your spouse) dies. This is required for any Life with Period Certain, or any Period Certain annuity. This number must be at least 5 years, and the maximum is 30 years, or any specific number in between (5-30). For example, if you want Life with 10 years certain, please enter the number 10 below. If you want to see all the options, please input the word ALL in the box below.
Interests. Please check all the boxes that apply to you.
Please be sure to click the submit button below.
This is a solicitation for retirement planning services and related products. A financial consultant will contact you via email and telephone.
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