A - Pre-Retirement Savings: Client is building their savings for future retirement needs and desires growth in line with their risk tolerance assessment that was completed. The client's current age, longevity, marital status, employment status and retirement time horizon, as well as future income needs were taken into consideration with this investment strategy and recommendation.
B - Post Retirement Savings: Client is retired and desires growth in line with their risk tolerance assessment that was completed. The client's current age, longevity, marital status, employment status and retirement time horizon, as well as future income needs were taken into consideration with this investment strategy and recommendation.
C - Non-Q / Other Savings: Client is building their savings for future anticipated needs and desires growth in line with their risk tolerance assessment that was completed. The client's current age, longevity, marital status, employment status as well as future income needs were taken into consideration with this investment strategy and recommendation.
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