Annuity Financial Questionnaire

Annuity Financial Questionnaire

This questionnaire is regarding your household financials
Name

First NameLast Name
Employment
Employer Name
Input "Retired"-if Applicable
Occupation
Input Former Occupation-if Retired
1. What is your household’s source of income? Check all that apply.
What is your annual household income (from all sources above)?
What are your household’s annual living expenses?
Federal Tax Bracket
Financial products you own or have previously owned. Check all that apply.
Do you have any existing liabilities and obligations?
*This includes existing financial liabilities and obligations you consider to be significant such as, mortgage, large credit card debt balances, auto or student loans, and permanent life insurance premiums.

Liability Details

What is your checking and savings current value (rounded)?
Value of CDs owned?
Value of Stocks, Bonds, and Mutual Funds?
* Securities that can be sold without surrender or penalties, qualified accounts (IRA, 401k assets if 60 or over, etc.)
Any additional liquid assets?
What is the value of your primary home?
Do you any any additional property?
Value of Employer Based Retirement Plans (401k, Pension, etc.)?
If under age 59
Life Insurance Cash Value?
If you have any current annuities not managed by Sanchez Gaunt Capital Management, how many are in your household?
What is the total (entire household) value of those annuities that are not managed by Sanchez Gaunt Capital Management?
If you have any questions regarding this financial questionnaire, please feel free to reach out to us at 775-800-1801 or at office@sanchezgaunt.com.
Should be Empty: