(888) 970-1470

(888) 970-1470

Variable Annuity Form

Variable annuities also known as segregated funds (segfunds) in Canada.
They're like mutual funds and have features that insure and guarantee deposits at maturity and death.
We'll help guide you on the many choices of funds ranging from small cap equities to bonds and dividend funds.

Variable Annuity Form

Annuity Details

Deposit Amount $

Fund Type

Primary Annuitant

Gender

Date of Birth

Investor Profile

Risk Tolerance

Investment Purpose

Investment Horizon

Investor Knowledge

Employment Situation

Annual Income

Estimated Net Worth

Contact Details

Province

Name

Telephone

Email

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Speak to an Annuity Expert

Phil Barker

You can customize your annuity to meet your needs by adjusting the guarantee period, indexing it to inflation or including your spouse in a joint policy. You can compare quotes from all the leading life insurance companies in Canada. Our clients get sound advice and excellent service with no fees to pay.

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