We try to make it easier for the Agent and Adviser by providing comparison searches for SPIAs and illustrations for the top three with the highest ratings and also illustrations for growth and income annuities. This is a complementary service for our agents and advisors. These illustrations have the Agent’s/Adviser’s name on it as prepared by and has the Client’s name as prepared for. This is very professional and shows the client that you have his/her best interest.
If you would like to see an example comparison for a SPIA search or illustration for a growth and income annuity, please contact Mark at any time with the following information:
1. Name of Client (generic name is fine):
2. State Client resides in:
3. Gender of Main Client:
4. Date of Birth of Client (and numerical age):
5. Date of Birth of Client’s Spouse (if Spouse) (and numerical age):
6. Married or Single:
7. If married, is Client interested in a Joint Survivorship (100%)?
8. Is Client wanting Growth; Or, does the Client require immediate funds; Or, does Client request both (split)?
9. Total Amount Client is considering for deposit – $
10. Are funds Qualified or Non-Qualified?
11. If the deposit is split, what amount will go toward immediate income (SPIA)? $ What amount will go toward Growth? $
12. If SPIA, when does Client request payments to begin – 30 days, 60 days, 90 days, etc.?
13. Does the Client have interest in Wealth Transfer? In other words, a portion of funds can be placed into a UL policy (single premium) where there will be a guaranteed interest rate for Cash Value (best current rate is 4.5%). The Client may take out loans on Cash Value or withdraw. Death Benefit is tax-free for beneficiaries, as opposed to the Death Benefit being taxed as ordinary income with an annuity:
Notes (This area can be used for any additional information):
Please send inquiries to Mark, anytime: mark@brokersalliance.com
