PLAN FOR WHAT COMES NEXT

Explore retirement income options with more confidence.

Tell us what matters to you. Your answers help prepare a more relevant conversation about annuities and retirement savings.

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No obligation to purchase. Options and guarantees depend on the product and insurer.

PERSONALIZED REQUEST

Let's learn what you're looking for.

Complete these short steps to request a conversation.

Step 1 of 1010%
01 / YOUR DETAILS

How can we reach you?

Start with your basic contact information.

02 / AGE RANGE

Which age range are you in?

Choose the range that best describes you.

03 / YOUR GOALS

What would you like to explore?

Select the option that best matches your current priorities.

04 / SOURCE OF FUNDS

What type of money are you considering?

Select the closest match.

05 / APPROXIMATE AMOUNT

About how much are you considering?

An estimate is fine. Choose “prefer to discuss” if you’d rather not say.

06 / TIMING

When might you want to use or move the money?

Choose the timeline that feels most likely.

07 / EXISTING ANNUITY

Are you considering replacing or moving an existing annuity?

This helps make the conversation more relevant.

08 / CONTACT PREFERENCE

When is the best time to contact you?

Choose a time window and preferred contact method.

Preferred contact method *
09 / REVIEW

Review your information

Please confirm the details before submitting your request.

By submitting, you ask us to use your information to respond to this request. See our Privacy Policy and Terms. Do not submit financial account numbers or other sensitive account credentials.

10 / READY

Ready to send your request?

Select submit to send your annuity inquiry. A submission does not guarantee eligibility, returns, or a particular product offer.

One last stepSubmit your request securely and watch for follow-up using your selected contact preference.

This website is for informational and lead-request purposes only and does not provide individualized financial, tax, or legal advice. Annuities involve risks, restrictions, fees, and insurer claims-paying ability considerations.

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Your goals firstShare only what you’re comfortable sharing.
No purchase requiredA request is not an application or commitment.
ANNUITY BASICS

Understand the options before you decide.

An annuity is an insurance contract that may help with long-term retirement planning. Features vary by contract and insurer, so it is important to understand how an option works before making a decision.

01

Retirement income

Depending on the contract, an annuity may offer income payments for a chosen period or for life. Ask how payments are calculated and what choices are available.

02

Growth and protection features

Some annuities offer fixed interest or other ways to calculate interest. Benefits, limitations, fees, and exposure to market risk depend on the specific product.

03

Moving existing savings

If you are considering moving money from an IRA, workplace retirement plan, CD, or existing annuity, compare costs, tax considerations, access to funds, and benefits you could give up.

BEFORE YOU CHOOSE

Questions worth asking.

Take time to understand the contract details and how they fit your goals. You do not need to make a decision just to request more information.

  • What fees, expenses, or surrender charges may apply?
  • When can I withdraw money, and are there limits or penalties?
  • Is any interest rate or benefit guaranteed by the contract, and under what conditions?
  • What happens if I pass away, and what options may beneficiaries have?
  • How could this choice affect taxes or benefits in my current retirement account?
COMMON QUESTIONS

Frequently asked questions

Does completing this form mean I am buying an annuity?

No. This form is a request to discuss your interests. It is not an application, contract, or commitment to purchase.

Are all annuities the same?

No. Contract terms, fees, withdrawal rules, income options, and potential risks differ. Review the specific contract and applicable disclosures before making a decision.

Can I access my money whenever I want?

Access depends on the contract. Withdrawals may be limited and may involve surrender charges, taxes, or other consequences. Ask for the applicable rules before moving money.

Are annuity guarantees backed by the government?

Contractual guarantees, when offered, generally depend on the issuing insurance company's claims-paying ability. They are not the same as a bank deposit guarantee.