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Quotes & Forms

DOL Compliance for Qualified Annuities

Forms can be found at the following links, includes all forms from most of our Life and Annuity carriers:

Forms for most life and annuity carriers.

Forms for Foresters Life.

Medicare Advantage, Medicare Supplement Insurance, and Cancer plans, please go to our Medicare page.

Underwriting Requirements can be found at the below links:
Underwriter Search
Carrier Underwriting Pages

To get quotes, click below:
Annuity Quote/Spreadsheet
Term Quote
Permanent Quote (This website feature has been retired. Please contact us if you have any questions.)

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