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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: Male Female Issue state: Smoker: Yes No
Annuity Amount: Qualified Money: Yes No
Period Certain: 5 10 15 20 Lifetime Other Other:
Survivorship: Single Joint
If Joint Second Persons Name:
Second Persons Sex: Male Female Is the Second Person a Smoker: Yes No
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.
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