Annuity/ Fund Carriers

Khatter Financial – Insurance for Retirement

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Annuities are customizable to fit your retirement goals and needs

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Full name *

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Or call us at 1-800-975-2863. All we really need is your full name, phone number, email address, gender, date of birth and current state of residency. However the more information you provide the better you can help us make a suitable recommendation and come up with a good plan for you.

Phone Number *

Or call us at 1-800-975-2863. All we really need is your full name, phone number, email address, gender, date of birth and current state of residency. However the more information you provide the better you can help us make a suitable recommendation and come up with a good plan for you.

Email Address *

Or call us at 1-800-975-2863. All we really need is your full name, phone number, email address, gender, date of birth and current state of residency. However the more information you provide the better you can help us make a suitable recommendation and come up with a good plan for you.

Current State of Residency? *AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

Or call us at 1-800-975-2863. All we really need is your full name, phone number, email address, gender, date of birth and current state of residency. However the more information you provide the better you can help us make a suitable recommendation and come up with a good plan for you.

Gender *

• Male
• Female

Or call us at 1-800-975-2863. All we really need is your full name, phone number, email address, gender, date of birth and current state of residency. However the more information you provide the better you can help us make a suitable recommendation and come up with a good plan for you.

Date of Birth *

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Or call us at 1-800-975-2863. All we really need is your full name, phone number, email address, gender, date of birth and current state of residency. However the more information you provide the better you can help us make a suitable recommendation and come up with a good plan for you.

Would you like an illustration?

• Yes
• No

Or call us at 1-800-975-2863. We would love to portray for you the benefits and features of owning an annuity.

Would you like to do a rollover/ new policy?

• Yes
• No

Or call us at 1-800-975-2863. Please do not purchase a policy from anyone else until you have had an opportunity to speak with us. We can do a much better job than your current agent/ company or no deal.

How long would you like the income to last?For my lifetime (single life)For my lifetime and someone else's (joint and survivor)A set period of time (period certain) Lump sum payment/ Immediate

Or call us at 1-800-975-2863. Our primary responsibility as annuity advisors 👨🏾‍💼 is to design a periodic, steady, reliable and durable guaranteed retirement income payment stream that you cannot outlive and to make sure your standards of living (expense of aging and reducing old-age poverty) does not decline with age.

Do you have a planned retirement age?

Or Call us at 1-800-975-2863. The average retirement age in the United States is age 65 for men and 62 for women according to Forbes.

When would you like income payments to begin?

Or call us at 1-800-975-2863

Amount to Invest?

Or call us at 1-800-975-2863.

Monthly/ Periodic Income Needed?

What is an amount you think would allow you to live comfortably throughout the course ⛵️/ remainder of your retirement? Or call us at 1-800-975-2863.

Do you currently have a retirement account? Participate in a retirement plan at work/ previous employer?

• Yes
• No

How are your accounts performing? Are you receiving the maximum possible benefit? Always review your accounts or call us at 1-800-975-2863.

Household RetirementNo Retirement MoneyLess than $100,000$100,000 – $250,000$250,000 – $500,000$500,000 – $750,000$750,000 – $1,000,000Over $1 million

Savings and investments such as 401k, IRA etc. Or call us at 1-800-975-2863. If does not apply leave blank.

Do you have any existing life insurance or annuity contracts?

• Yes
• No

Always review your policies or call us at 1-800-975-2863.

Would you like to add any riders?

• Yes
• No

Or call us at 1-800-975-2863. You may also add riders for enhanced living and death benefits, estate planning, long term care, beneficiary and legacy protection.

Type of Retirement/ Investment Account?Fixed AnnuityIndexed AnnuityVariable AnnuityOther AnnuityBondBrokerage AccountCertificate of Deposit (CD)Keogh PlanTraditional IRARoth IRASEP IRASelf-Directed/ Brokerage IRASpousal IRAInherited IRARollover IRAOther IRA401a Plan401k plan403b plan457 planPension PlanThrift Savings Plan (TSP)Mutual FundExchange-Traded Fund (ETF)Wrap AccountOther Account

Or call us at 1-800-975-2863

Current Financial Institution/ Financial Services Professional/ Broker-Dealer

Or call us at 1-800-975-2863

Account Value

Or call us at 1-800-975-2863

Please upload your annuity/ retirement/ investment account statement 🦚

Click or drag files to this area to upload. You can upload up to 10 files.

Or call us at 1-800-975-2863. Your information will be kept confidential and will not be disclosed. We would like to take a look 🧐 at what you currently have and see what we can do better for you.

Would you like us to perform a review/ diagnostic of your current plan/ investments?

• Yes
• No

Or call us at 1-800-975-2863. How are your accounts performing? Are you receiving the maximum possible benefit? We would like to take a look at what you currently have and see what can do better for you.

Or call us at 1-800-975-2863

Carrier Preference?

• Pacific Life
• Prudential
• TIAA-CREF
• Allianz
• Jackson National
• Lincoln Financial
• Voya Financial
• Fidelity Investments
• Corebridge Financial
• Other

How is your annuity doing⁉️ Are you receiving the maximum possible benefit? Call us at 1-800-975-2863.

Indexing Option Preferences?Standard & Poor's 500 Index(S&P 500) (Default)Fixed-Rate StrategyBlackRock Endura IndexKhatter Financial 🦚 Standard & Rich 500 IndexBloomberg Commodity Index(BCOM)Barclay Hedge Fund IndexDow Jones Industrial Average Index(DJIA)Dow Jones U.S. Real Estate Index(DJUSRE)Goldman Sachs Aging of America Dynamic Balance IndexNasdaq Composite Index(COMP)Russell 2000 Index(RUT)Wilshire Index(W50000)U.S. Dollar Index (USDX)MSCI EAFE IndexInternational IndexOther Index

You can select more than one option or call us at 1-800-975-2863.

Or call us at 1-800-975-2863

Investment Objectives (Select all that apply)

• Growth
• Income
• Capital Appreciation
• Capital Preservation
• Safety
• Liquidity
• Dividends
• Tax Efficient

Or call us at 1-800-975-2863. If not sure leave blank and we can come up with a suitable selection for you.

Risk Tolerance

• 3% – 6% Conservative (30% equity, 70% bonds) (Default)
• 6% – 9% Moderate (60% equity, 40% bonds)
• 9% + Aggressive (90% equity, 10% bonds)

Or call us at 1-800-975-2863. If not sure leave blank and we can come up with a suitable selection for you.

How should we contact you?Contact PreferencePhone CallTextEmailZoom VideoOther (Put down below in message)

Or call us at 1-800-975-2863. If does not apply leave blank.

Or call us at 1-800-975-2863

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