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Broker
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Name
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Phone (xxx-xxx-xxxx)
ext
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Annuitant
*
Name
*
Birthday (mm-dd-yyyy)
*
Gender
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Joint Annuitant
Name
Birthday (mm-dd-yyyy)
Gender
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Annuity
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*
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Tax Qualified
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Annuity Type:
Choose One
Deferred Annuity
Immediate Annuity
Immediate Annuity Details
*
Single Premium Immediate Single Premium Deposit
or
Modal Benefit Desired $
*
Benefit Mode
Annual
Semi-Annual
Quarterly
Monthly
Date of Deposit (mm-dd-yyyy)
Date of Initial Benefit (mm-dd-yyyy)
*
Choose at least one option
Life Only
Life and
Years Certain
Year certain only/# of years:
Installment Refund
Cash Refund
Deferred Annuity Details
*
Choose one option
Single Premium Deferred
Single Premium Deposit $
Flexible Premium Deferred
Annual Deposit $
or
Monthly Deposit $
Multi-Year Guarantee
Single Premium Deposit $
*
Years of Surrender Charge:
1 Year
2 Years
3 Years
4 Years
5 Years
6 Years
7 Years
8 Years
9 Years
10 Years
Additional Information
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