Annuity Owner's Checkup — Application | Reserve Investment Group, Inc

About you

First name

Last name

Email

Mobile phone

Text me at this mobile number and contact me by phone or email about my Annuity Owner's Checkup, including confirming my appointment. Consent is not a condition of purchase. Message/data rates may apply; reply STOP to opt out of texts. See our Privacy Policy.

State

Age band

Your annuity

Do you currently own an annuity? Yes, I own one Not yet — I am considering one

Type, if known

Company / carrier (optional)

Roughly when did you buy it?

Have you started taking income from it? Yes No Planned

Approximate contract value

What's on your mind

Pick any that sound familiar I don't understand my statement I'm worried about fees I want to know what income it will pay I think I was sold the wrong thing Beneficiary / legacy questions Required distributions Other

Anything else on your mind? (optional)

The bigger picture

Other retirement savings, roughly (IRA, 401(k), CDs, other — combined)

Your timeline

Booking

Preferred format

Best time to reach you

Here is what happens next: Bethany from our team will call or text the mobile number you gave us — usually within one business day — to confirm a couple of details and lock in your 30-minute checkup time. Bring your latest annuity statement; that is the only homework. Your answers are used only to prepare your checkup.

Let's prepare your checkup before we talk