Marshall Wealth Management Group of Wells Fargo Advisors

Request for Guaranteed Income Annuity Quote

» Required Fields


Owner's State of Residence:
State of Issue:
» Annuity Type	Single Life Joint Life Period Certain
Funding Type:	Qualified (i.e. IRA) Non-Qualified
About the Primary Annuitant
Age:
Gender:	Male Female
About the Secondary Annuitant
Age:
Gender:	Male Female
Is Secondary Annuitant Spouse? (Only applicable if Joint Life)	Yes No
Enter either the Premium (the amount to be invested) or the desired Income:
Premium:
Income:
Desired Payment Frequency:	Monthly Quarterly Semi-annually Annually
When would you like the payment to begin?
Is there any additional information to consider as we process your request? For example,what is your area of greatest concern? i.e. Income (would you wish to maximize the income over the death benefit?) Wealth Transfer? Long Term Care? Multiple beneficiaries?
How should we contact you with your quote? Choose at least one, or all, of the following:

Via Email:
Your e-mail address:

Via Phone:
Name:
Phone:

Your Mailing Address:
Name:
Street:
City:
State:
Zip:
Note: Actual premiums may differ from quotes provided based on quote expiration date and time of payment. Quotes provided assume premiums are invested prior to quote expiration date.

Mark Reynolds Insurance Agency

800 Lincoln Avenue, Suite 100 CA Lic#OC 35611

Oakmont, CA 92101

Phone: 619-555-1234

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Fax: 619-555-2345

fscdemo.pfyfn.com

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