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SPIA Quote Calculator

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SPIA Quote Calculator

SPIA Quote Calculator

Estimate the potential value of a Single Premium Immediate Annuity based on your clients' individual circumstances.

General

Quote Effective Date

Quote Expiration Date

Agent First Name

Agent Last Name

Annuitant Information

Annuitant First Name

Annuitant Last Name

Age

Date of Birth

Gender

Male Female

Tax Qualification Status

Tax Qualification

Qualified Non-qualified

Annuitant Residence

Premium Tax: 0.00%

Purchase Payment Information

Purchase Payment is:

Requested Benefit is:

Payment Mode

Is this a 1035 Exchange?

Yes No

Beginning Of Period End Of Period

Exclusion Ratio Information

Cost Basis

Cost Basis is Equal to Purchase Payment

Annuity Benefit

Certain Period Only
Certain Period (years)
Single Life Contingent
Certain Period (years)
Fixed Period, not to exceed life expectancy
Joint Life Contingent

Joint Information

Certain Period (years)

Annuity Payment Percentage

First Name

Last Name

Age

Date of Birth

Gender

Male Female

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