Menu

Annuity Quote Request

"*" indicates required fields

Financial Advisor

Advisor Name*

Client

Annuitant
Name*
MM slash DD slash YYYY
Gender*

Joint Annuitant
Name
MM slash DD slash YYYY
Gender
Use "Valued Client" on Quote*

Case Information

Financial Objective
Type of Annuity (check all that apply)
Payments to Start (enter number of years OR age if applicable)
Single/Joint (be sure to add additional annuitant above if Joint)
Surrender Charge Schedule (check all that apply)
Premium or Desired Income
Replacement

Additional Information

Logo_footer
500 South Main Street
Providence, RI 02903
(800) 343-7772
(888) 234-2695

Company

About
Contact Us
Financial & Life Advisors
Financial Institutions
Centers of Influence
Your Team
Our Carriers

Solutions

Advanced Markets
Policy Review
RDU
VIVE
Annuity Income Max
Annuity Rescue

Products

Life Insurance
Annuities
Long-Term Care Solutions
Disability Insurance
Life Settlements
Private Placement

Best_place_work_logo

© 2022 Brokers’ Service Marketing Group, a division of Specialty Program Group LLC. Doing business in California as SPG Insurance Solutions License No. 0L09546. All Rights Reserved.
Securities offered through The Leaders Group, Inc. member FINRA/SIPC
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Brokers’ Service Marketing Group is not affiliated with The Leaders Group, Inc.
Privacy Policy | Terms & Conditions
Created by Apis Productions