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Annuity Product Comparison Worksheet Do not leave any blanks. Any missing, incomplete or incorrect information will require a new SIGNATURE and DATE by the client prior to issuing the proposed annuity
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How to fill out annuity product comparison worksheet

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How to fill out an annuity product comparison worksheet:

01
Start by gathering the necessary information for each annuity product you want to compare. This includes the name, issuer, terms, and features of each annuity.
02
Create a table or spreadsheet format for your comparison worksheet. Include columns for the annuity name, issuer, terms, features, fees, and any other relevant factors you want to compare.
03
Fill in the information for each annuity product in the appropriate column of the worksheet. Make sure to accurately record the details for each product.
04
Compare the terms and features of each annuity side by side. Look for similarities and differences in terms of interest rates, payout options, surrender charges, and other relevant factors.
05
Pay attention to the fees associated with each annuity product. Compare any upfront fees, ongoing management fees, or other charges that may impact the overall performance of the annuity.
06
Consider your specific needs and preferences when evaluating the annuity products. Take into account factors such as your investment goals, risk tolerance, and time horizon.
07
Analyze the pros and cons of each annuity product based on your comparison worksheet. Look for any standout advantages or disadvantages that may influence your decision.
08
Make a final decision based on your analysis and choose the annuity product that best aligns with your financial goals and preferences.

Who needs an annuity product comparison worksheet:

01
Individuals who are considering purchasing an annuity and want to compare different products to make an informed decision.
02
Financial advisors or professionals who are helping clients select the most suitable annuity product for their specific needs.
03
People who already own an annuity and want to assess its performance and compare it to other available options in the market.
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The annuity product comparison worksheet is a document used to compare different annuity products and their features.
Insurance agents and brokers are required to file annuity product comparison worksheet.
To fill out the annuity product comparison worksheet, you need to input information about the annuity products being compared.
The purpose of the annuity product comparison worksheet is to help consumers make informed decisions about which annuity product is best for them.
Information such as fees, surrender charges, growth rates, and other features of the annuity products must be reported on the worksheet.
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