Fixed Indexed Annuity – Request a Quote 🦚 – Khatter Financial

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Fixed Indexed Annuity - Request a Quote 🦚

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Full name *

First

Middle

Last

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? *

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 *

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?

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? The amount of income you receive is based on the accumulated value and depends on several factors including your age, gender, premium amount and your chosen payout option as well as any added riders and guarantee periods. Contact us for an illustration 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 Retirement

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/ guarantee period?

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. Your beneficiary will continue to receive income payments for the remainder of the guarantee period if something were to happen to you.

Type of Retirement/ Investment 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
Athene Annuity
Allianz
Jackson National
Lincoln Financial
Corebridge Financial
Other

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

Indexing Option Preferences?

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?

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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