Indicate client's TOTAL annual expenses:
After purchasing this annuity, will the client have sufficient income and liquid assets to meet monthly expenses, financial emergencies, and/or personal purchases without accessing significant cash values from the annuity? Yes No
If choosing an income benefit rider: Please indicate the primary need or intention for the distributions: Health/Long Term Care Charity/Gifting Travel/Leisure Living Expenses Other, (please describe)
Does the client have the ability to contribute to an employee sponsored retirement plan?Yes No If yes, is the client contributing or planning on contributing into the plan? Yes No
Does the client intend to make continuing contributions into this proposed annuity?Yes No