FFM - Free Varible Annuity Asset Allocation Software

Free Variable Annuity Asset Allocation Software

Please complete the following confidential request form to receive FREE ASSET ALLOCATION SOFTWARE. Please note: All fields must be completed.

This new software is an easy-to-navigate program that provides information on one of the country's leading Variable Annuity products. In 5 short minutes, you'll learn how to take the guess-work out of investing in a Variable Annuity Plan.

Whether your are a seasoned VA investor or just beginning to learn the ropes, you will love exploring this disk.

  Name:         
  Address:    
  City:         State/Province: 
  Zip Code:   
  Email:      
  Home Phone:   
  Work Phone: 

  I consider myself a:
     Aggressive Investor    Moderate Investor   
     Conservative           Willing to accept NO risk  
  
  Do you currently own an annuity?           Yes   No
  
  Are you looking to upgrade this annuity?    Yes   No
  
  Are you a mutual fund investor?
     Yes   No
    
  Your age is:
     25-35    35-45    45-55    55-65   65-Above
    
  Your tax bracket is:
     28%    31%    36%    39.6%    Unknown
  
  Amount you may want to consider investing: 
     Single    Quarterly    Semi-Annually    Annually

  Your goal is:
     Tax Deferred Growth    Capital Preservation   
  
  Your estimated time frame to purchase an annuity plan is:
     Less than one month    1 to 3 months    3 to 6 months

  Your general awareness on this subject is:

  Are you a Financial Advisor? (RIA, stockbroker, insurance agent, fee planner):

  Additional Comments/Questions:

Securities are offered through Girard Securities, Inc. member FINRA, SIPC.
Mark R. Fielder, Registered Principal. CA. Insurance Lic. # 0690576.