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What Information Is Required to Receive Annuity Quotes?


People that are familiar with fixed annuities love their better than average returns, tax deferred status and safety. Fixed annuities are appealing savings products. One feature of an annuity product that changes on an almost weekly basis, no matter what kind of deferred annuity it is: the interest rate. And often rates vary depending on the amount of deposit, the issuing company or the state of residence. To receive the best annuity quotes for your situation, you’ll need to provide the following information to an Annuity Specialist:

1. Your contact information
Your name, address and telephone number are required to begin the process of gathering personalized annuity quotes.

2. Your date of birth and gender
Immediate annuity payouts are determined partly by life expectancy. Life expectancies vary by age and by gender, so providing this information is important to obtaining accurate annuity quotes.

3. Deposit amount OR monthly income required
With knowledge of a principal deposit amount in hand, an Annuity Specialist can inform you of how much income you’ll receive monthly. If you desire a set income amount, such as $2,000 a month, the Annuity Specialist can work backwards with you to determine how much you’ll need as an original deposit.

4. Source of deposit funds
The principal deposit amount can be made with either tax-qualified funds, before tax money situated in a tax-favored account, such as an IRA or a 401k, or nonqualified funds from any type of after-tax investment, like CDs, mutual funds or even savings accounts. You could even move money from an existing annuity that isn’t earning as much as you’d like to a newer annuity with a better interest rate.

Once you decide to buy an annuity and you start gathering annuity quotes, submit the above information to http://www.annuityforlife.com/annuityquote.htm. An Annuity Specialist will contact you with a list of free, personalized annuity quotes. Or call 1-888-261-6237 to speak with an Annuity Specialist today.