Basic information needed to determine if an annuity is right for you.

    PERSONAL DATA

    FINANCIAL INFORMATION

    OBJECTIVES IN CONSIDERING AN ANNUITY

    YesNo


    Preservation / Safety of PrincipalGuaranteed Lifetime IncomeHigher ReturnsReduce Stock Market RiskIncome Tax DeferralGrowth PotentialWealth TransferProbate AvoidanceBetter Interest Rates


    Conservative (low risk)Moderate (some risk)Agressive (high risk)


    Stock Market VolatilityOutliving Your AssetsMedical / Nursing Home ExpensesInflation / Purchase Power