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ILLUSTRATION REQUEST
"
*
" indicates required fields
Are you filling out an annuity or life illustration?
*
Annuity
Life Illustration
Agent's Name (First & Last Name):
*
Agent's Email:
*
Client's Name (First & Last Name):
*
Client's Gender:
*
Male
Female
Add Spouse
Spouse's Name (If Joint):
*
Spouse's Gender:
*
Male
Female
Client's Age:
*
Spouse's Age:
*
State:
*
Product Preference:
Premium:
*
Type of Funds (Q or NQ)
*
Flexible Premium?
Flexible Premium?
Yes
$/Annually
*
From Age:
30
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100
Through Age:
31
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100
What is the primary goal and objective?
*
Growth
Max Income
Legacy
Single or Joint Payments?
*
Single
Joint
Income Deferral Period (Age):
*
40
41
42
43
44
45
46
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100
Spouse's Name (If Joint):
*
Spouse's Age:
Notes:
Advisor's Name (First & Last Name):
*
Advisor's Email:
*
Meeting Scheduled for:
MM slash DD slash YYYY
Client's Name (First & Last Name):
State:
Male
Female
Joint
Date of Birth / Age(s):
Goal of Insurance:
Year Income Desired:
Premium:
Premium Duration:
Face Amount:
Minimum Face
Specified Amount
Specified Amount:
LTC:
Yes
No
Smoking / Tobacco Use:
Tobacco
Non-Tobacco
Rating Classification:
Select Preferred
Preferred
Standard Plus
Standard
Sub Standard
Sub Standard Health Concerns (Please Be Specific Below)
Health Concerns / Additional Notes:
Name
This field is for validation purposes and should be left unchanged.
IF YOU HAVE ANY QUESTIONS ABOUT THIS FORM PLEASE CONTACT KYLE AND HIS TEAM:
800.440.1088
SCHEDULE A CALL
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Home
Our Story
Ron Shurts
Meet the Team
Our Services
Integrated Business Development
Insurance Solutions
Strategic Marketing & Client Aquisition
Streamlined Operations & Technology
Advanced Planning & Portfolio Solutions
Additional Resources
Blog
FAQs
Careers
Contact
Advisor Login
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