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Receive a customized quote for an annuity

Call (800) 351-5207 to find out how much money your client can receive for an annuity.

Use one of these simple one-page forms for a customized quote:
We can also provide up-front money for part of an annuity stream. That is, we may be able to provide immediate cash, plus your client may continue to receive part of the annuity payments.

We treat each case has individual and unique. Call (800) 351-5207 for more information.

Remember:

  1. Only annuities with a non-qualified tax status are eligible
  2. Variable annuities are NOT eligible
As a guideline, the following information is helpful when requesting a quote. Even if you don’t have all the information, call us and we can guide you.

Information you will need when requesting a quote for a fixed annuity:

  1. First payment date
  2. Last guaranteed payment date
  3. Payment amount
  4. Payment frequency (e.g. monthly, annual, etc.)
  5. Insurance company name
  6. Annuity Policy Number
Download this one-page form: Proposal Application for Fixed Annuity

Information you will need when requesting a quote for a deferred annuity:

  1. Annuity Issue Date
  2. Accumulated Dollar Value
  3. Surrender Dollar Value
  4. Insurance Company Name
  5. Annuity Policy Number
  6. Can it be annuitized immediately?

Download this one-page form: Proposal Application for Deferred Annuity
For more about our Annuity Liquidity Program™, please call (800) 351-5207.

Disclaimer: We do not purchase variable annuities, or annuities with enforceable anti-assignment provisions. All purchases subject to applicable law. We do not provide tax or investment advice. You should consult your own attorney, accountant and tax advisor regarding any sale of an annuity.