We compare immediate annuity quotes and commissions for insurance agents.
 

Immediate Annuity Quote Request Form - Agents ONLY!

Please fill in as much information as possible for this quote to be accurate.

Owner/Annuitant Information:
Name:
Male
Female

Date of birth:
Age:
 
State:

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

Age:
 

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

Premium Deposit Amount: $
Desired Income: $
Cost Basis for Non Qualified $

Deposit Date: Month Day Year

Income Start in: Month Day Year

Annuity Payment Frequency:
Monthly
Semi-Annually
Quarterly
Annually

Type of Immediate Annuity - Select options from below:
Poor health client? Impaired risk quotes available. May increase payout!

SINGLE LIFE

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

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

PERIOD CERTAIN ONLY
  Period Certain Only for:
Period Certain 5 Years
Period Certain 10 Years
Period Certain 15 Years
Period Certain 20 Years

Period Certain and Months

Annual Increases COLA:
or

One time increase
in year

Agent Email:   required
Agent Phone: Appreciated
Signing Agent:   required

Receive annuity quotes by:
Email Adobe Acrobat PDF
Email Text
Phone Call

Agent special quote requests:

 

FSD constantly shops the insurance market place for competitive Single Premium Immediate Annuity quote prices. We have over a dozen Immediate Annuity carriers who at any time may have the most competitive quote price. No one company has the best price for all immediate annuity buyers, some are better at Life Contingency some at Joint & Survivor and so on. One call to us and you can receive quotes and pricing from multiple highly rated carriers.
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