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.)
QLAC (Longevity SPIA Limitation Apply)

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!
Nursing Home Enhancement Rider!

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 (Limited Carriers)

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:

 

 


Still Family Owned & Operated. Designed For FSD Agent Use Only. 800-373-9697.

On-Line Since 1995

5530 Corbin Avenue Suite 101
Tarzana, CA 91356

Insurance Agents One-Stop Fixed Annuity and Life Shop!

FSD Financial Services | CA Insurance License #0B67385 | Since 1996
Non Resident Licenses:
AL, AZ, CO, FL, HI, GA, ID, IL, IA, KS, LA, MD, MI, MO, NV, NJ, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA 

Visit Us and Ask Any Question You Like And Learn Little Known Industry Insight From A Veteran Wholesaler!
  
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Thousand Oaks, Simi Valley, Encino, West Hills, Chatsworth, Oak Park, Oxnard, Northridge, Camarillo, Carpinteria, 
Laguna Woods, Montecito, Porter Ranch, Beverly Hills, Santa Barbara and Ventura

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