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Single Premium Immediate Annuity (SPIA) Proposal Request Form

 

Agent Info:

    Name:      

    Agency:     

    Address:    

    City:               State:      Zip:      

    Phone #:         Fax #:

    E-mail address: 

 

General Information:

    Clients Name:     DOB:  

    Sex:        Issue state:      Smoker:  

    Annuity Amount:      Qualified Money:  

    Period Certain:    Other:  

    Survivorship:  

    If Joint Second Persons Name:  

    Second Persons Sex:      Is the Second Person a Smoker:  

 

    Comments:  

 

Not so fast, say the term lifers. The only reason to have fast life insurance is to replace the lost income of a family member who dies, and then only when the spouse or family is dependent on that income. If you are single with no dependents and no debts fast life insurance . If you are married and your spouse works, you probably do not need fast life insurance, either, assuming your spouse makes enough to support himself or herself.

For Medical Impairments, please complete the SPIA Underwriting Form to see if your client qualifies for the Underwritten SPIA

 

  

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