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Annuity Illustration

At Insurance Network America, we have access to numerous carriers with a diverse offering of fixed, fixed index, and immediate income annuities, and a strong desire to write your business this year. Upon completion of this form, our annuity specialists will immediately search those portfolios of products to find the ones that best meet the objectives of your clients, their need for access, their long term goals for the money, and their interest rate guarantee criteria.

*Indicates a Required Field

 
*Agent Name: *Agent Phone:
Client Name: Client Gender: Male Female
Birth Date:
Initial Premium: $ Source of Funds:
Tax Qualified: Yes No
Primary Purpose of Annuity:

If Immediate Annuity:

Target Payout Amount:

Other Term or Frequency and
Additional Information

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Using An Annuity to fund LTCI

"... Place the lump sum of money in an annuity and let the annuity fund the LTCI. It is often a very cost effective way to fund the LTCI and it will guarantee there will be LTCI insurance money available if the client needs nursing care..."

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