SPIA Quotes For Agents

Rated annuity, impaired risk, medically underwritten and standard immediate annuity income for life quote systems.
Single Premium Immediate Annuity Quotes by SPIA Quote.com

Annuitant Information:
Name: Male Female
D.O.B. Age: State:

Joint Annuitant Information (if any):
Name: Male Female
D.O.B: Age: State:

Source of Funds:
Non- Qualified (cash, 1035 exchange so on)
Qualified (Ira, 401K rollover, Pension so on)

Commutation Rider: Yes No Yes If No Cost Affect To Client

Deposit Amount: $
Desired Income: $
1035 Cost Basis $

Deposit Date: Month Day Year

Income Start: Month Day Year

Annuity Payment Frequency:
Monthly Semi-Annually Quarterly Annually

Type of Immediate Annuity:
SINGLE LIFE
Life Only
Life With period certain of:
5 Year 10 Years 15 Years 20 Years
Specific:
Life With Installment Refund
Life With Cash Refund (low availability / none joint lives)

Joint LIFE
Joint & Survivor Lives ONLY
Joint With period certain of:
5 Year 10 Years 15 Years 20 Years
Specific: and Months
Joint Percent To Survivor

Period Certain ONLY
Period Certain Only for:
5 Year 10 Years 15 Years 20 Years
Specific: Years and Months

Annual Inflation COLA:

Agent Email: required
Phone: Appreciated
Fax: If you would like quotes faxed
Signing Agent:
Requested by: (If other than agent)

Receive quote BY:
Email Adobe Acrobat PDF (Appointed Agents ONLY)
Email Text
Fax
Phone Call

Poor health client? Should try an impaired risk quote. (Brochure PDF)

Please use the agent box for any special requests that do not appear on the form.
Agent Requests:

Send mail to Service@spiaquote.com with questions or comments about this web site. Copyright © 2009 SPIAQuote.com Last modified: 02/05/10

Send mail to Service@spiaquote.com with questions or comments about this web site.
Copyright © 2009 SPIAQuote.com
Last modified: 02/05/10