CPS-Reliable Financial Group
Experts in Business, Estate and Personal Life Planning
A CPS Insurance Services, Inc. Affiliated Office
 
 
Advanced Marketing
Advanced Planning Videos
Advisys
ING Executive Benefits
JH Advanced Markets Radio
JH Concept Navigator
JH The Advisor Brief
JH Key to Life
Annuity
Annuity Information
Broker Dealer
Capital Synergy Partners
Carrier On-Line Term
Banner - AppAssist
ING - Term App Express
MetLife - EOT
GLAIC - Life Quick Request
Education
Web CE
E&O Insurance
NAIFA
NAILBA
How To
Buy Low Cost E&O Ins
Register for Case Status Live
Register for the VitalSuite
Register for Winflex Web
Ideas to Grow With
Create a Website
Grow Your Business
Promotions
Honolulu, Hawaii
Quote Request
Pre-Quote Questionnaire
Annuity
Declined Life
Disability
Life Settlement
LTC
Permanent
Small Group
Term
Services
A.M. Best
AML Training
Apps & Forms
Broker Dealer - CSP
Case Status Live
Declined Life
Links
Permanent Product Info
Policy Holder Services
Term Life Products Info
Software
Vital Annuity
Vital Forms
Vital LTC
Vital Signs
Vital Term
Vital UL
Winflex Web
Specialty Products
Exceptional Risk
JH LifeCare
Life Settlements
Premium Financing
Underwriting
Declined Life
Health Questionnaires
NAILBA Guide
Order Paramed
Pre-Quote Questionnaire
Underwriting Guidelines
Webinars & Conferences
Webinars
ANNUITY OPTION 2
Fill in the form below to receive an Annuity Product Quote.


To print just this form highlight entire form, click file and print, click selection, and print.

Once completed, please fax the form
to FRANK SKAW at 509-921-1755.
Fields marked with a * are required.
* Broker Name

* Address
* City
* State
* Zip
Phone
Fax
E-mail Address
CLIENT:
 
Annuitant
 
* Name
* Birth date
* Gender
Male    Female
Joint Annuitant
 
Name
Birth date
Gender
Male    Female
ANNUITY:
 
Insurance Company Preference if any
State of Issue
Tax Qualified
Yes No
Select one of the following
 
Annuity products:
 
Single Premium Deferred 
Single Premium Deposit $
Flexible Premium Deferred
Annual Dep $ or
Monthly Dep $
Single Premium Immediate
Single Premium Deposit $ or
Modal Benefit Desired $
Benefit Mode
Annual   Semi-Annual
  Quarterly   Monthly
Date of Deposit
Date of Initial Benefit:
 
Life Only   Life and Years Certain 
 
Year certain only # of years:
Installment Refund
Quote Impaired Risk SPIA?
Yes No
Describe Medical Conditions
Additional Information:
 
Please list any additional comments or competition information that will assist us in properly preparing your quote.
   
Your request cannot be honored unless this form is completed.

 


 

 

 

 



All content is copyrighted and can not be used without express written permission.
Web site Created: September 2002
© 2002-2010 Reliable Financial Group, Inc. All Rights reserved.
Terms of Use and Disclaimer