'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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