Annuity

Thank you for your interest.

Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.

For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

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Contact Information

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Policy Information

How much monthly income would you like your annuity to provide?

Would you like to get money immediately from an annuity, or would you prefer to wait several years?

Immediately Wait a few years

Would you like your annuity to generate a fixed income, or are you comfortable with variable returns?

Variable returns Fixed income

Do you have a large sum of money to commit to an annuity, or would you consider making contributions over time?

Lump sum Over time

Any additional information to consider as we process your request?

These quotes do not guarantee coverage and
actual premiums may differ from the quotes provided

Marion Douglas Financial and Insurance Services

, CA

Phone: 714-696-7300

•

Fax: 714-696-7310

www.marion-douglas.com

•

info@mariondouglasins.com

CONTACT

1254 N. Fairbury Lane, Anaheim CA 92807-2531

(714) 696-7300

info@mariondouglasins.com

Registered Representative of and Securities offered through Capital Synergy Partners, member FINRA/SIPC

2860 Michelle Dr., #150, Irvine, CA 92606 (888.277.1974)

Marion, Douglas Financial & Insurance Services and Capital Synergy Partners are unaffiliated entities

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Annuity

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