Annuitization pageAnnuitization quotes and agent training. We specialize in guaranteed income for life annuitization illustrations and commissions.
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Annuitization Specialists

FSD has been a major advocate of annuitization for life for over a dozen years. Our fine tuned quoting system allows us to shop for the best annuitization illustration. We want to maximize your client income forever. By requesting a quote below you are providing your client with the full spectrum of annuitization options and companies that you have appointed with. Give your clients peace of mind that the best possible income has been quoted from a large group of top rated companies. We will quote the best payout with up to 7 of the companies you have appointed with.

For a specific annuitization illustration samples call 800-373-9697 or fill out the form below:
 

Annuitant Information:
Name:    Male  Female
Date of birth:  Age:   State:

Joint Annuitant Information (if any):
Name:     Male   Female
Date of birth:
 Age:   State: 

Source of Funds:
Non- Qualified (cash, 1035 exchange etc.)
Qualified (Ira, 401K rollover, Pension etc.)

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

Deposit Date: Month Day Year

Income Start: Month Day Year

Annuity Payment Frequency:
Monthly Semi-Annually Quarterly Annually

Type of Annuitization/Immediate Annuity: (check as many options as you need)
SINGLE LIFE

Life Only
Life With period certain of:
     
5 Year 10 Years 15 Years 20 Years 
      Specific:
and   Months
Life With Installment Refund 
Life With Cash Refund (low company availability)

JOINT LIFE
Joint & Survivor Lives ONLY
Joint With period certain of:
    5 Year 10 Years 15 Years 20 Years
   
    Specific:
and   Months
Joint Percent To Survivor
(Use Ctrl to highlight more than one)

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

Specific:   Years and Months

Annual Inflation COLA:

Agent Email: required
Agent Phone: Appreciated
Agent Fax: If you would like quotes faxed

Signing Agent: required

Receive annuity quotes by:
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We welcome any feedback on improving this request form.
Agent comments - Special quote requests:

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FSD FINANCIAL SERVICES
Your One-Stop Annuitization Shop!
Toll Free (800) 373-9697
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