Immediate Annuity Quotes - See if you are getting the highest SPIA payments!

 

AGENTS - CLICK HERE FOR QUOTES (why?) | Sample Quotes
 
Owner/Annuitant Information:

Name:
   Male  Female
D.O.B.
  Age:   State:
 
Spouse or Joint Life (if any):

Name:
    Male   Female
D.O.B:
 Age:  
 
Source and Amount of Premium:

Non- Qualified (Cash, 1035 exchange etc.)
Qualified (Ira, 401K rollover, Pension etc.)

Premium Amount: $
OR
Desired Income Amount: $
 

Timing

Deposit Date:
Month Day Year

Income Start: Month Day Year

Annuity Payment Frequency:
Monthly Semi-Annually Quarterly Annually

Annual Inflation Protection (COLA):
 

What Type of Income Annuity Do You Want
We will quote several options including full refund based on the benefit you choose.

Single Life - For as long as one is alive plus guaranteed refund period. 

Joint Lives - For as long as either of two are alive plus guaranteed refund period. 

Period Certain ONLY - Not a life payment, just a specific guaranteed period.
     Enter Term 5-30 years: separate with comma for multi years 05, 10 , 20 ect.

How Should We Send Your Quote

Email:   required
Name: if other than owner/annuitant.
Phone: Appreciated

Are you licensed to sell Life Insurance?

VALIDATE: ENTER THE WORD service  

Email Adobe Acrobat PDF  
Email Text
Phone Call

Please use the comment for any special requests that do not appear on the form.
Comments - Requests - Referred By:

 Send mail to Service@spiaquote.com with questions or comments about this web site.

Toll Free: 800-373-9697
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Earnings and pre-tax premium payments are subject to income tax at withdrawal. Withdrawals prior to age 59 are generally subject to a 10% IRS penalty tax. 
FSD Financial Services does not offer tax advice. For specific tax information, consult your attorney or tax advisor. Product and feature availability, as well as benefit provisions can vary by state.