With LeadExchange™ working for you, you’ll have confidence that the leads that your web site produces are only from interested consumers. Below you’ll find a sample Annuity lead. All consumers are required to fill out a standardized questionnaire in order to be considered a valid lead. To return, please click here
Beyond tax advantages, there are important reasons to invest in an annuity!
For example, annuities can provide for…
An annuity can provide you with a guaranteed lifetime income, regardless of how long you live. No other investment instrument can provide this guarantee..
First Name: Joe
Last Name: Biden
Street Address: 111 Presidential Lane
City: Washington D.C.
State: Washington D.C
Day Phone: 123-123-1234
Evening Phone: 123-123-1234
E-mail Address: firstname.lastname@example.org
Best time to call: 8-10 a.m.
Who is this quote for? Me
Birthday (mm/dd/yy): 01/01/56
Your tax bracket: 15%
Amount of money you want to invest (note, $5,000 is a typical minimum): $5,000
If this is not a lump sum investment, how much do you plan to add to the annuity? $5,000
How often will you deposit additional funds? Quarterly
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? Not from CD
Primary consideration influencing annuity purchase: Tax-deferral
Other consideration influencing annuity purchase: Company offering annuity
How long would you like your annuity to grow before receiving income payments? To Age 76
Would you like an additional quote for any of the following insurance products?
Life Insurance ()
Disability Insurance ()
Long Term Care Insurance (yes)
Health Insurance ()
Group Health Insurance ()
Auto Insurance ()
Homeowners Insurance (yes)
Home Loans ()
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