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. * Required

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. * Required

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. * Required

Financial Planning

Tax Preparation

Tax Planning

Life Insurance

Investing

Medicare

Maybe later

Not today

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