I Can Not Answer the Questions Numbered in RED (1.2.3.) that Follow because I need HELP in determining what is best for ME based on my current Goals and Objectives. I will explain my Goals and Objectives Completely for you in the Other Details Section Below and I will complete ALL of the other sections Truthfully. I look forward to your advice and your phone call:   (Please Select) I Can NOT answer Questions Numbered in RED (1.2.3.) You are the Professional...Please Help Me! I Know Exactly what I want. Please read all my answers below and show me the best deals available for my selections so that I can make my decision.       1. Where the Interest Rates are Guaranteed for the whole term. You know Exactly what you will earn before you make the purchase. The Longer the Period the Higher the Rate You will Earn (With a Normal Yield Curve). These are also referred to as CD Type Annuities. At the end of this specific Term you may either continue in the Annuity and select a new term if available OR Withdraw the entire Amount accumulated OR transfer all (1035 Exchange / IRA Rollover) to a New Annuity / Company OR if an IRA any new IRA you choose.   1A. Please Select the Guaranteed RATE Period you are interested in obtaining more Detailed Information for:   I Do NOT want this Type of Annuity. (Please Select) 10 Years 9 Years 8 Years 7 Years 6 Years 5 Years 4 Years 3 Years   2. Where Interest Rates are Guaranteed for more than One Year usually 3 or 5 Years.The Rate in Year 1 may be higher than the following year guaranteed rates. The term on these Annuities are Longer than the Guarantee Rate Period usually 6 years to 10 years. At the end of the rate Guarantee period the Company will Declare the rate each year going forward. This Annually Declared Rate may be Higher or Lower depending on conditions at the time of renewal. The Minimum Guarantee Rate on the Annuity for as long as you hold it is 3.00%. I know some that have higher guaranteed minimum rates and we can review these as well. At the end of this specific TERM - similar options as described in question # 1 may apply. Please review the details of the annuity you are considering.   2A. Please select the Guarantee Period on these Partial Guaranteed Rate Annuities you are interested in obtaining more Detailed Information:   I Do NOT want this Type of Annuity. (Please Select) 5 Year Rate Guarantee 3 Year Rate Guarantee 2 Year Rate Guarantee 1 Year Rate Guarantee     3. Where the Interest Rate is Guaranteed for the 1st YEAR ONLY. Some of these Do Pay a Substantial Bonus Rate or Fully Earned Bonus in that 1st Year as well. After the 1st Year the Company will Declare the rate each year going forward. This Annually Declared Rate may be Higher or Lower than the base rate from year 1 depending on conditions at the time of renewal. The Minimum Guarantee Rate on the Annuity for as long as you hold it is 3.00%. I know some that have higher guaranteed minimum rates and we can review these as well. At the end of this specific TERM - similar options as described in question # 1 may apply. Please review the details of the annuity you are considering.   3A. Please select the Term of the Annuity you are interested in obtaining more Detailed Information:   I Do NOT want this Type of Annuity. 10 Years 9 Years 8 Years 7 Years 6 Years 5 Years     Many Fixed Rate Annuities are Displayed on this website. If you Found One You are Interested In Please Describe It or Provide the Name and I will Email you a Brochure along with More Details:     Amounts You Have Available to Invest?   Available for All Types of Instruments / Products:$   Enter Amount/Lump-Sum you will Deposit: $50 thousand Minimum ..........Up to $2 Million   In Each Fixed Rate Annuity:$  *   How Many Fixed Rate Annuities Will You Buy? 1 2 3 4 5 or more     Total Value of Your Entire Portfolio:$  *   Please Select the ONE that best describes the Primary Source of Funds for this Fixed Rate Annuity:   Non-Quilified: (Please Select)InheritanceSale of 2nd 3rd or other HomeSale of other Real EstateSale of BusinessInvestment Account (Bonds and/or Stocks)Money MarketSavings AccountChecking accountMaturing CD'sMaturing Deferred AnnuityVariable AnnuityLife Insurance Cash Value (1035 Exchange)Lawsuit Settlement OR: Qualified (Pre Tax Funds): (Please Select)IRA and IRA Rollovers (Retirement Account)401K (Pension Account)Profit Sharing Plan403b (TSA Account)457 Plan (Pension Account)SEP or Keoh (Pension account)Defined Benefit Plan Termination or Lump-Sum Settlement (From Pension)   Do You want to Move BOTH Non-Qualified and Qualified Funds (If Yes indicate source for BOTH Above)? NO YES   Will you let Interest Earned Compound and Grow? (If not please explain in comments below.) YES NO   Annuitant Personal Information:   Name (Skip if same as contact person): Gender: (Please Select)MALEFEMALE Date of Birth (mm/dd/year):  * State of Residence:  *   Contact Information:   First Name:  * Middle Initial: Last Name:  * Email Address:  * Re-Enter Email Address:  * DayTime Phone#:  * Home Phone #:  * Address:  * City:  * State:  * Zip Code:  *   Best Time to Call me:   Spouse Information:   Spouse Name: Spouse Gender: (Please Select)MALEFEMALE 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 Fixed Rate Annuities on the market: Comments: Objectives and More Detail:   * When Do You Intend to Buy this Fixed Rate Annuity?   Call me NOW... I am Ready to BUY the Highest Rate Annuity 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 Annuity?   MOVE from HERE to Select the TRUE Choice...OR...We Will NOT Respond!!! 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 Directly (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 Highest Rate Annuity Options ... 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? Do you think it's fair that they get paid for our extensive work? We don't!) 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.       Do not enter anything in this field:

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