Annuity Suitability Form

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Annuity Suitability Formadmin2021-05-15T15:47:12+00:00

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

PERSONAL DATA

Full Name *

Date of Birth *

Email Address *

Phone Number

Marital Status *

Employed or Retired *

Spouses Name (if applicable)

Spouses Date of Birth (if applicable)

Number of Children (if applicable)

FINANCIAL INFORMATION

Gross Monthly Income *

Monthly Household Expenses *

Approximate Net Worth *

Total Liquid Assets *

OBJECTIVES IN CONSIDERING AN ANNUITY

Have you ever owned an annuity?YesNo

Your Objectives (select all that apply)
Preservation / Safety of PrincipalGuaranteed Lifetime IncomeHigher ReturnsReduce Stock Market RiskIncome Tax DeferralGrowth PotentialWealth TransferProbate AvoidanceBetter Interest Rates

General Risk Tolerance (select one)
Conservative (low risk)Moderate (some risk)Aggressive (high risk)

Retirement Concerns (select all that apply)
Stock Market VolatilityOutliving Your AssetsMedical / Nursing Home ExpensesInflation / Purchase Power

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DOWNERS GROVE, IL 60515

TEL: 630-703-7000

Please note that the examples herein are not company nor product-specific. They are concepts shown to give you general information on the benefits and limitations of the products and strategies and are not designed to be a recommendation to buy any specific financial product or service. Products change and such product concepts may not be suitable for your needs or available in your state.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company and are not guaranteed by any bank or the FDIC.

By responding, to this offer you may be contacted by a licensed insurance agent regarding retirement income planning using fixed insurance products. All producers have the appropriate licenses for the products they offer.

Annuity architects is proud of the fact that we have, in one form or another, been serving the needs of Americans since 1985. The name of the company has changed through the years, but the mission has always been the same. To help protect the nest eggs of our clients and if appropriate to provide an income they can’t outlive.

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