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Information

Agent First Name

Agent Last Name

Agent Email

Agent Phone

Client Name:

Age:

Gender

State:

Proposed Annuity Amount (Min: $5,000):

Spouse Name:

Spouse Age:

Where is the money coming from:

Do you want RMD's shown on the illustration?

YESNO

Is this account coming from an active employment sponsored plan?YESNO

Please have your client consult his/her HR department to see if this money is eligible for rollover. Typically you cannot move active retirement accounts.

Please select the following statement that best describes your clients primary goal:

Currently taking money from this account? If so, how much?

If not taking money, at what age does the client anticipate taking withdrawls?

Additional Comments:

Attachment 1:

Attachment 2:

Attachment 3:

Release of Information Acknowledgement/Agreement

My client has authorized me to share their private information, including but not limited to, their Date of Birth, personal account information and account statement to the Brokers International, LLC and Insurance carriers only as deemed necessary. This information will solely be used for the purpose of advising on a product for the client and will NOT be sold to or shared with any 3rd parties for the use of leads or other marketing purposes.

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Annuity Training

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Annuity Training

Download Financial Inventory

Order Custom Brochures

Ask a Specialist

Closing Clips

Waiting for Market Bounce Objection

Someone Hates Annuities Objection

Live Longer Objection

Just In Case Objection

I ve Known My Advisor Objection

I ll Make More in Stocks Objection

Heard Annuities are a Ripoff Objection

Happier In Retirement Objection

Fees Too High Objection

Assets VS Income Objection

Annuities too confusing

Ask a Specialist

Information

Release of Information Acknowledgement/Agreement

Order Custom Brochures

New Quad Fold

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