Fixed Annuity Selector
As you begin the process of planning your clients’ retirement income, this annuity selector form will help you gather pertinent information about their goals. This questionnaire is a starting point, meant to help you determine the appropriate fixed annuity options for your clients, and then generate illustrations and product information accordingly.
If you have questions, please email firstname.lastname@example.org or call:
Jim Boldischar: 877.593.7655
All completed forms are submitted via our secure server so you can be assured that your information is safe with us.