Case Design

Are you filling out an annuity or life illustration?*

Annuity
Life Illustration

Annuity

VP of Advisor Development*

Agent's Name (First & Last Name):*

Agent's Email:*

Account Name:*

* If Not Applicable add N/A

Client's Name*

Client Date of Birth*

Client's Gender*

Male
Female

Add Spouse

Add Spouse

Spouse's Name (If Joint)*

Spouse's Date of Birth*

Spouse's Gender*

Male
Female

State*

Product Preference

Index Preference (if applicable)

Premium Amount ($)*

Type of Funds*

What is the primary goal and objective?*

Growth
Max Income
Legacy

Single or Joint Payments?*

Single
Joint

Income Deferral Period (Years)*

Is this a annuity replacement?

Yes
No

File

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Notes

Life Illustration

VP of Advisor Development*

Agent's Name:*

Agent's Email:*

Meeting Scheduled for:

Client's Name (First & Last Name):*

State*

Male/Female/Joint

Male
Female
Joint

Date of Birth / Age(s):*

Goal of Insurance:

Phone

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Annuity

Life Illustration

Fillable Form:

CONTACT US

CONNECT WITH QUANTUM

Kyle Pesch

Kayden Meyersick

Windy Nash

Janae Bonner

Lauren Edwards

Stephanie Smith

CASE DESIGN

Annuity

Life Illustration

Fillable Form:

CONTACT US

CONNECT WITH QUANTUM

Kyle Pesch

Kayden Meyersick

Windy Nash

Janae Bonner

Lauren Edwards

Stephanie Smith

Kyle Pesch

VP of Advisor Development

Kayden Meyersick

Director of Business Development

Windy Nash

Senior Account Manager

Janae Bonner

Director of Advisor Relations

Lauren Edwards

Senior Account Manager

Stephanie Smith

Senior Account Manager