Your Private ANNUITY Quote Portal
Designed by an Agent with 24 Years in the Business
1. The Complexity of Some Annuity Designs are Often Better
Explained by Illustrations. Pictures are worth 1,000 words.
And Sometimes that's easier than sorting through multiple emails
for the illustration being discussed.
2. As You request amendments to your annuity quotes, your
portal can be updated accordingly. What if you wish to change
the premium amount? Or if you want to see comparisons of different
crediting strategies? There are actually a million ways (literally) that
an annuity conversation can turn on.
3. If you are not ready to purchase the annuity, but still want
to keep the discussion open for a later time, you may
prefer to keep your quote portal accessible. Some people
want their annuity "yesterday"; others need to wait for a period of
time for various reasons. Just communicate your wishes to me and
the standard "3 week self destruct window" will not apply!
4 . What if you forget some of the terms of your annuity contract
after you have purchased it? Wouldn't it be convenient to have
instant access to a portal from which you learned about your
policy in the first place? 24-7 / instant access to the "what,
the why and the how" of the annuity policy that you purchased
in the past. What's not to like about that!?
5. Is My Information Secure ?
Password Protection can be applied to your portal, yes. In the meantime, the
strategies and illustrations for you will be nameless and have no direct
connection to your identity. On the other hand, if you decide that you do not
want your PQP online any longer, it will be removed upon request as well.