Annuity Lead Sample

Our annuity leads are a bit different than our insurance leads. Annuity leads are only sent to 2 agents or financial planners rather than the standard number of agents on our other lead lines. The lead territory is broken down by area code.

Our annuity quote form requires all contact information and includes optional fields for a cell phone and alternate phone. There are also fields for the age and gender of the applicant along with investment information such as the tax bracket, contribution amount, source of funds, and investment frequency. We include detailed questions regarding the reason for the annuity quote request and offer ample room for additional comments.

Annuity quote - lead sample.

This quote was submitted on: {ts '2003-09-29 20:32:23'}

CUSTOMER INFORMATION:
Name: ****
Address: ****
City,State Zip: Irvona, PA 16656
Phone: 814-****
Alternate Phone: n/a
Cell Phone: n/a
E-mail: DELETED

Quote is For: Me
Gender: Male
Date of Birth: **/**//1941

INVESTMENT INFORMATION:
Tax Bracket: 28
Amount to Invest: 5000
Amount to contribute:
-How often will you contribute?: Annually

If funds are coming from a tax qualified account, what type of account is it?:
IRA

If any funds are coming from a Non-Tax Qualified account, what type of account is it?:
None

If from a CD, what Month is it due?: January

What is the PRIMARY consideration influencing your annuity purchase?:
Retirement planning

What is the SECONDARY consideration influencing your annuity purchase?:
Retirement planning

How long would you like your annuity to grow before receiving payments?:
1 year

ADDITIONAL COMMENTS: N/A

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