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Have the APIM office run a report for you:
Client Name
Agent Name
Agent Phone Number
Agent Email
*
Client DOB or Age
Type of Annuity
Fixed
Index
MYGA
SPIA
Tax Qualified
Qualified
Non-Qualified
Income Rider? If yes, guaranteed income or increasing/enhanced?
Deferral Period (# of years)
Surrender Years
Expected Premium
Δ
Annuity Overview
Annuities Genius
MYGA
