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Home
About us
Job Openings
Leadership
Contact us
News
Products
LIFE
Disability
Long Term Care
Annuities
Advisor Portal
Life Quotes
Term Life Quotes
UL/IUL Quotes – Max DB
Asset Life Quote
Electronic Applications – iGo
Contracting
Underwriting
Impairment Questionnaires
UW Cheat Sheets
BIP Informal Inquiry
BIP HIPAA Form
XRAE – Online UW
Advisor Tools
DI Resources
Disability Quotes
GSI Quote / Executive DI
Annuity Resource Center
Annuity Rates
Medicaid Annuities
Medicaid Annuity Quote
Advanced Markets
Estate Planning
Accumulation/Wealth Transfer Trusts
Credit Shelter Trust
Asset Maximization
IRA/Annuity Max
Muni-Max
Pension Max
Special Needs Trust
Defective Trusts
FLPs/LLCs
Private Split Dollar
IRA Conversion Trust
Business Planning
ESOP
Section 79
EOLI Guidelines
Split Dollar
430(d)
Life in PSP/QP
Restricted Bonus Plan
412(e)3
Deferred Compensation
Charitable Planning
Charitable Remainder Trust
Charitable Lead Trust
NIMCRUT Retirement Plan
Incentive Stock Options
Gift Annuities
Speciality Markets
Welfare Benefit Trust
Premium Financing
A/R Financing
Captive Insurance
Life Settlements
Commercial Loan Program
Services
Executive Compensation
Life Settlements
Life Settlement Pricing Analysis
Long Term Care Benefit
LS Private Placements
Settlement Loans
Estate Services
Charitable Services
CGA Administration
CGA Reinsurance
Life Policy Management
Resources
Forms
Case Status
Sales / Marketing
Online Quote Tool
Sell your Life Insurance
Financial Calculators
Continuing Education
Partners
CASE REFERRAL
Producers / Reps
Broker-Dealers
Financial Institutions
Fee-Only Advisors
Premiere Producer
Additional Services
Strategic Alliances
CPA InsurLink
Affiliate Partner Program
Medicaid Annuity Quote
Advisor Information
Advisor Name:
*
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Last
Advisor E-Mail:
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Advisor Phone Number:
*
Advisor Type:
*
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Attorney
Client Information
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*
First
Last
State of Residence:
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Date of Birth of Proposed Owner / Annuitant:
*
MM slash DD slash YYYY
Marital Status:
*
Single
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Who is the Proposed Owner / Annuitant?:
*
Institutionalized Individual
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Desired Annuity Term:
*
Equal to Insured's Medicaid Life Expectancy
Other
If Other, please specify monthly payout structure in months:
Investment Amount or Monthly Payout of MCA:
*
Tax-Qualification of Funds:
*
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