CPS Financial, P.A.

Americans are living longer and spending more time in retirement. In fact, the average American will be retired for 18 years. A retirement nest egg is probably the largest amount of money you will ever need to accumulate. How will you do it?

Think about a fixed annuity. Fixed annuities are a safe, risk-free way to plan for a comfortable retirement. You do so, on a tax-deferred basis. The money is protected, and you can get a guarantee that you'll never outlive the income you receive from the annuity.

Other annuity options include variable annuities and equity indexed annuities. Call for a free consultation to determine which is best for you.

Annuity Quote Form
Applicant Information

Name:

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Female

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Address:

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Annuity Quote Information

Who is the quote for?

Date of Birth:

(mm/dd/yy)

Your Tax Bracket?

Amount of Money you want to invest? ($5,000.00 is typically the minimum required)

If this is not a lump sum, how much do you plan to add to the Annuity?

How often will you deposit additional funds?

If any funds are coming from a Tax Qualified account, what type of account is it?
(leave blank if irrelevant)

If any funds are coming from a Non-Tax Qualified account, what type of account is it? (leave blank if irrelevant)

If funds are coming from a CD, what month does it come due?

Primary consideration influencing annuity purchase

Other consideration influencing annuity purchase

How long would you like your annuity to grow before receiving income payments?

Questions or Comments:

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CPS Financial
655 Rockland Road, Suite 206
Lake Bluff, IL 60044
847-668-9160 ~ 847-327-0423 Fax ~ Email