'IS YOUR ANNUITY SAFE - SeniorLeads
AVOID TAX ON ANNUITIES
QUESTIONNAIRE
FULL NAME
ADDRESS1
CITY STATE ZIP
Dear NICKNAME,
From my recent newsletter, you requested this annuity preservation form in order to avoid taxes on your annuity.
Many people have their annuity badly eroded when they leave it in their estate. In fact, after income and estate taxes, heirs often lose half of the value of the annuity.
If you would like to avoid this heavy tax burden, fill out this questionnaire and return it to our office. I will send you an analysis of your solution. Many people prefer to have this analysis done in person by bringing in their annuity contracts. If you would like to have a free analysis in person, please call us at xxx-xxx-xxxx to select a time.
Please total the value of all annuities owned.
Your birth date: _____________________
Single or married? _______________________
Is your annuity(s) fixed or variable? _______________________
What is your tax basis, or original investment in the annuity(s)? ______________
What is the current value? _______________________
To calculate if your heirs will owe estate taxes, would you estimate the total value of your estate?________________________________
Do you have a living trust? _______________________
Please return this form in the enclosed envelope.
Sincerely,
Joseph Advisor
Certified Retirement Financial Advisor™
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