Annuity Case Design Request Life and Financial Resources Annuity Case Preparation Data This questionnaire is designed to make sure that we have the critical information we need to help you prepare for your upcoming presentation. Please provide as much detail as possible and submit this form. One of our Annuity Product Specialists will reach out to you as soon as possible. Agent Information Agent's Name: Agent's Email: Agent's Phone Number: Client Information Client's Name: Case Details What is the primary goal for this annuity? (income, legacy, volatility avoidance, growth, etc.) How soon will the client need income from this annuity? What percentage of their total liquid financial assets will be allocated to this annuity? What is their risk tolerance and investment style? How important is liquidity and access to money and how soon? What are the tax considerations of this case? Do they want a guaranteed lifetime income option? What is the amount to be illustrated for this case? Any Carrier Preference?