ANNUITY QUOTE REQUEST

Request an annuity quote built for your case

Send us the case details and our team returns a product quote matched to the deposit, the benefit mode, and the annuitant. Deferred, immediate, and impaired risk cases welcome.

Get contracted Talk to the team

01 · WHAT WE QUOTE

Annuity products we quote

Tell us the product path and we run the numbers for the annuitant and the deposit you have in hand.

SPDSingle Premium Deferred

A one-time deposit that grows tax-deferred until the benefit begins.

FPDFlexible Premium Deferred

Ongoing deposits, annual or monthly, accumulating toward a future benefit.

SPISingle Premium Immediate

A single deposit converted into an income stream that starts right away.

02 · CASE DETAILS

What to have ready

The more of these you send, the tighter the quote comes back. None of it is a barrier ... send what you have and we will fill the gaps together.

Annuitant name, birthdate, and sex Joint annuitant, if any Deposit type: single, annual, or monthly Deposit amount Benefit mode: annual, semi-annual, quarterly, or monthly Date of initial benefit Tax-qualified status Existing annuity carrier, if any

03 · IMPAIRED RISK

Impaired risk SPIA quotes

When health history shortens life expectancy, an impaired risk single premium immediate annuity can raise the income the same deposit buys. Send the medical picture and we quote it as an impaired risk case.

MEDDescribe the conditions

Share the medical history so the quote reflects the true health picture, not a standard assumption.

SPIAImmediate income

The deposit converts into income that begins at the date of initial benefit you set.

04 · WHY BROKERS ALLIANCE

Independent since 1982

Independently owned since 1982 and based in Fountain Hills, Arizona, we work with agents, agencies, IMOs, FMOs, and BGAs. Reach us at (866) 872-9394.

Independently owned since 1982 Fountain Hills, Arizona (866) 872-9394

Ready to request your quote?

Send the case details and our team returns a product quote matched to it. Call (866) 872-9394 or start with the form.

Get contracted