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Fixed Indexed Annuity Application PHL Variable Insurance Company (Phoenix)Questions? 800.417.4769, option 2, option 1 Email: annuity.newbusiness@phoenixwm.com Fax: 816.221.9674Regular Mail: PO Box

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How to fill out fixed indexed annuity application

01

Gather all necessary personal information such as name, address, date of birth, social security number.

02

Select the type of fixed indexed annuity you want to apply for based on your financial goals and risk tolerance.

03

Fill out the application form accurately and completely, paying special attention to details such as beneficiary information and payment options.

04

Review the application for any errors or missing information before submitting it to the insurance company.

05

Submit the completed application along with any required documentation and payment as instructed by the insurance company.

Who needs fixed indexed annuity application?

01

Individuals who are looking for a conservative investment option with potential for growth while protecting their principal.

02

Those who want to create a guaranteed stream of income for retirement.

03

People who are interested in tax-deferred growth and want to avoid market risk.

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What is fixed indexed annuity application?

Fixed indexed annuity application is a form that individuals submit to purchase a fixed indexed annuity, which is a type of annuity that earns interest based on the performance of a specific market index.

Who is required to file fixed indexed annuity application?

Individuals who wish to purchase a fixed indexed annuity are required to file the application.

How to fill out fixed indexed annuity application?

To fill out a fixed indexed annuity application, individuals must provide personal information, financial details, and select investment options.

What is the purpose of fixed indexed annuity application?

The purpose of a fixed indexed annuity application is to establish an account and begin earning interest based on market performance.

What information must be reported on fixed indexed annuity application?

Information such as name, address, Social Security number, investment amount, and beneficiary details must be reported on a fixed indexed annuity application.

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