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You Live in New Jersey? All the Annuities Explained on this website are available in New Jersey. Plus we are based in NJ and can set up face-to-face appointments with you.

You can use any request form you like for Index Annuities and Fixed Rate deferred Annuities... for Immediate Annuities, we prefer you use this form below.

New Jersey Residents ONLY... Please Complete this Request Form for Immediate Annuities.

Receive Guaranteed Monthly Income For Life or for a Period of Time!

With this ONE REQUEST FORM and ONLY after WE TALK to you... we will Quote All of the Leading Insurance Companies on the Market providing Immediate Income Annuities (Rated A- through A++ by A.M. Best: A Financial Ratings Company Specializing in the Insurance Industry). Then we Provide you with the Highest 20 to 33+ Specific Quotes for each Payout Option you select out of this Larger Universe of companies quoted (40+ in number).


This is the LAST Request Form you need to Complete! We will get you the Best Deal on the Market!


We work with Consumers ONLY (Those that Actually make the Purchase)!

After you hit Submit... Please wait for the Thank You Page and Print it.

On that Thank You page you will receive the contact Information for the completely Independent Highly Experienced (21 Years) Credentialed Professional (ChFC) based in NJ you will be introduced to. You can then give him a call.
 

Immediate Income Annuity DESIGN:

Immediate Income Annuity Payout Options:
{Please Select the Options You Want Quoted}
 
Single Life Options: Payments on your Life and Guaranteed for as long as you live. Payment Ends at your death for Life Only. Life with X Years Certain adds a guarantee to payments and the remaining payments will be paid to named beneficiaries should you die shortly after purchase. Life with Installment Refund pays for as long as you live and if you die prior to recovering your initial investment: payments will continue to your beneficiaries as scheduled until this recovery occurs.
 
Life Only
Life with 5 Years Certain
Life with 10 Years Certain
Life with 15 Years Certain
Life with 20 Years Certain
Life with Installment Refund
 
Joint and Survivor Life Options: Payments are Guaranteed for as long as you and your spouse live. Payments end at Second Death. Guarantees are similar to the single Life options described above. You may also choose an option with a reduction in payments at the first death.
 
Joint & Survivor Life
Joint & Survivor Life with 5 Years Certain
Joint & Survivor Life with 10 Years Certain
Joint & Survivor Life with 15 Years Certain
Joint & Survivor Life with 20 Years Certain
Joint & Survivor Life with Installment Refund
Joint & 75% Survivor Life (At the first death payment reduces for the survivor.)
Joint & 66.67% Survivor Life
Joint & 50% Survivor Life
 
Options NOT based on Life: Payments Guaranteed for a Certain Period of Time. Zero Dollars remains at end of this period. If needed ask and we can quote any year between 5 and 40 years.
 
5 Year Period Certain
10 Year Period Certain
13 Year Period Certain
15 Year Period Certain
18 Year Period Certain
20 Year Period Certain
25 Year Period Certain
30 Year Period Certain
 
_____________________________________
 
Now that you selected a Payout option: You need to tells us the key's to determining what amount these payouts will be:
 
 
Enter Either: The Amount / Lump-Sum you will Deposit - Up to $2.50 Million (Higher Amounts must Call) and Monthly Payments Starting in 30 Days will be Quoted.
OR:
The Monthly Income you want to Receive and the Amount/Lump-Sum Required to obtain this Income will be Quoted. Then Enter -0- in Lump-Sum.
 
Enter Amount / Lump-Sum: $
 
 
OR:
Enter Monthly Income you want to Receive: $
 
 
PLUS the
Total Value of Your Entire Portfolio: $
 *
 
Please Select the ONE that best describes the Primary Source of Funds for this Income Annuity:
 
Non-Qualified:
 
OR:
 
Qualified (Pre Tax Funds):
 
 
Annuitant Personal Information:
 
Name (Skip if same as contact person):
Gender:
Date of Birth: (mm/dd/year):
 *
State of Residence:
 *
 
 
Spouse Information:
 
Spouse Name:
Spouse Gender
Spouse Date of Birth (mm/dd/year):
 
*Other Details:
Please Explain your Objectives in more Detail and Provide any other information you think I should know in order to show you the very best and most accurate Immediate Income Annuity Quotes on the market:
Objectives and More Detail:
 
________________________________
 
Contact Information:
 
First Name:
 *
Middle Initial:
Last Name:
 *
Email Address:
 *
Re-Enter Email Address:
 *
DayTime Phone#:
 *
Home Phone #:
 *
Address:
 *
City:
 *
State:
 *
Zip Code:
 *
 
Best Times to Call me:
 
 
* When Do You Intend to Buy this Immediate Annuity?
Please give your very best estimate as we will quote your age at the expected time of your purchase.
Call me NOW... I am Ready to BUY the Highest Payout Available ASAP!
Right Now (Within 10 Day's)
Immediately (Within 3 Weeks)
Immediately (Within 4 weeks)
In 1 to 2 Months
In 3 to 4 Months
In 5 to 7 Months
In 8 Months to 1 Year
Longer than 1 Year
Longer than 3 Years
 
Important Information:
 
Where Do You INTEND to BUY this Immediate Income Annuity?
 
MOVE from HERE to Select the TRUE Choice...OR...We Will NOT Respond!!!
I just want a monthly payout example from One Company... NOT a Company Name (NOT the Highest Payout).
I am already a Client of this Service.
I want to meet Face to Face with an Agent or Broker or Advisor.
I prefer to Buy (Over Phone & via FedEX) NO Face to Face Meeting. Contact me so we can start the Quote process.
I Just want to TALK to you about the best Options for Safe Income... Call me.
I am the Agent or Broker or Advisor.
I intend to buy through an Agent or Broker or Advisor I already know. (Then WHY isn't he/she doing this work for you? You don't trust them to be complete in their search? Do you think they are incompetent? Do you think they present only what is in their best interests to show you?)
I am a Trustee or CPA or Attorney.
 
All information is required in order to provide you with accurate quotes/information and detailed brochures.
 
All information you provide will be kept confidential.
 
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