McgillBrokerage – Annuity Request

Broker
Name*
First Last
Phone*
Email*
Client
Annuitant
Name*
First Last
Birthdate*
Date Format: MM slash DD slash YYYY
Gender*
- Male
- Female
Joint Annuitant
Name
First Last
Birthdate
Date Format: MM slash DD slash YYYY
Gender
- Male
- Female
Annuity
Insurance Company preference, if any
State of Issue:*
Tax Qualified?*
- Yes
- No
Annuity Type*
Additional Information
Please list any additional comments or competition information that will assist us in properly preparing your quote.

Annuity Request