Is an Annuity Right for Me | benefitperqs

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Is an Annuity Right for Me?

Answer these brief questions and we will review and respond via email within 1-2 business days. If an annuity is not right for you, we'll let you know that too!

What are your primary financial goals? Check all that apply.

Guaranteed lifetime income

Tax-deferred growth

Preservation of investment/principal

Growth of investment/principal

Long-term care

Death benefits

Other

What amount of funds do you plan to invest?

Less than $25,000

$25,000-$100,000

Greater than $100,000

What source of funds do you plan to use? Check all that apply.

Checking/Savings

Money Market

401(k)

403(b)

IRA

Certificate of Deposit (CD)

Investment account

Pension Plan

Keogh Plan

Don't know/Not sure

Are you interesed in any other financial services? Check all that apply.

Financial Planning

Tax Preparation

Tax Planning

Life Insurance

Investing

Medicare

Maybe later

Not today

BenefitPerqs, 914 S. Kirkwood Road, Suite 100, St. Louis MO 63122 314.994.9071

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