Get the free RiverSourceEndeavor Select Variable Annuity Application

20 Madison Avenue Extension, P Box 5555. O. Albany, NY 122050555 RiverSourceEndeavor Select Variable Annuity Application Resource Life Insurance Co. of New York 1. Contract Owner Name (First, Middle

How to fill out riversourceendeavor select variable annuity

How to fill out riversourceendeavor select variable annuity:

1. Gather all necessary information such as personal details, financial goals, and risk tolerance.
2. Contact a financial advisor or insurance agent who is knowledgeable about riversourceendeavor select variable annuity.
3. Schedule a meeting with the advisor to discuss your financial situation and objectives.
4. Provide the required documents and information to the advisor, such as identification, proof of address, and investment preferences.
5. The advisor will guide you through the application process, explaining the terms and conditions, fees, and investment options of the riversourceendeavor select variable annuity.
6. Fill out the application form accurately, providing all requested information truthfully.
7. Review the completed application form to ensure its accuracy and completeness.
8. Submit the application form along with any required supporting documents to the advisor or insurance company.
9. Wait for the approval process to be completed, which may involve underwriting and suitability review.
10. Once approved, review and sign the annuity contract, understanding the features, fees, and potential risks involved.
11. Make the initial payment as required by the annuity contract.
12. Keep a copy of the signed contract and all related documents for future reference.

Who needs riversourceendeavor select variable annuity:

1. Individuals who are looking for a long-term investment option with the potential for growth.
2. Those who want tax-deferred growth on their investments.
3. Individuals who are comfortable with market fluctuations and are willing to take investment risks.
4. People who want the flexibility to choose from a variety of investment options within the annuity.
5. Individuals who have a well-diversified investment portfolio and are looking to add an annuity component.
6. Investors who are planning for retirement and want to ensure a steady stream of income in the future.
7. Individuals who have a higher risk tolerance and are willing to actively manage their investments within the annuity.
8. Those who are seeking professional guidance from a financial advisor and value their expertise in managing variable annuities.
9. People who have a sufficient investment horizon and can commit to keeping their money invested for a longer period of time.
10. Individuals who have thoroughly evaluated other retirement savings options and have determined that a variable annuity aligns with their financial goals and objectives.

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What is riversourceendeavor select variable annuity?

Riversource Endeavor Select Variable Annuity is a financial product that provides investors with the opportunity to grow their investments tax-deferred.

Who is required to file riversourceendeavor select variable annuity?

Investors who have purchased a Riversource Endeavor Select Variable Annuity are required to file it as part of their investment portfolio.

How to fill out riversourceendeavor select variable annuity?

To fill out Riversource Endeavor Select Variable Annuity, investors need to provide information about their investment contributions, allocation choices, and beneficiaries.

What is the purpose of riversourceendeavor select variable annuity?

The purpose of Riversource Endeavor Select Variable Annuity is to help investors save for retirement by providing them with a tax-advantaged investment vehicle.

What information must be reported on riversourceendeavor select variable annuity?

Investors must report their investment contributions, withdrawals, gains or losses, and beneficiary information on Riversource Endeavor Select Variable Annuity.