I Can Not Answer the Questions Numbered in RED (1.2.3.4.) 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:   I Can NOT answer Questions Numbered in RED (1.2.3.4.) 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(s) you are interested in obtaining more Detailed Information for:   I Do NOT want this Type of Annuity. 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(s) on these Partial Guaranteed Rate Annuities and the Term you are interested in obtaining more Detailed Information:   I Do NOT want this Type of Annuity. 5 Years of Rate Guarantee 3 Years of Rate Guarantee 2 Years of Rate Guarantee   10 Year Term 9 Year Term 7 Year Term 6 Year Term 5 Year Term   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 7 Years 6 Years 5 Years   4. New Type of Fixed Rate Annuity: This allows you to use a Laddering Technique within the same Fixed Rate Annuity.You can to Allocate Amounts into 9 Different Years or Buckets: From 2 Years through 10 Years. The Rate is Guaranteed for Each Bucket you Select. When each Bucket Matures you can Roll it into a New Bucket with a guarantee rate of 2 years through 10 years (a new one year bucket that is completely liquid becomes available when your 1st bucket matures.) or withdraw/Transfer the entire amount from that Bucket without any surrender charges or fees. A transfer of a matured bucket will not be a Taxable Event if you do a Partial 1035 Exchange or IRA Rollover to a New Annuity / Company OR if an IRA you can move it to any new IRA you choose. To be clear: if an IRA the Transfer/Rollover Does NOT need to be to a New Annuity).   Are You Interested in this Type of Fixed rate Annuity?   NO YES..Very Interested   If YES How many different Years or Buckets would you consider allocating to or consider using?   2 Buckets 3 Buckets 4 Buckets 5 Buckets 6 Buckets 7 Buckets 8 Buckets 9 Buckets   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 #: Fax #: Address:  * City:  * State:  * Zip Code:  *   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?   Right Now (Within Day's) Immediately (Within 3 Weeks) Immediately (Within 5 weeks) Within 2 to 3 Months Within 4 to 6 Months Within 7 Months to 1 Year Longer than 1 Year   Important Information:   Where Do You INTEND to BUY this Annuity?   Move from Here to Select the TRUE Choice...OR...We Will NOT Respond!!! I prefer to Buy Directly (Over Phone & FedEX) without meeting with an Agent or Broker or Advisor. I intend to buy through an Agent or Broker or Advisor I already know. I am the Agent or Broker or Advisor. I am a Trustee or CPA or Attorney. I am already a client of JDSAnnuities.com.   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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