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Annuity Refinance Worksheet

The Annuity Refinance Worksheet is designed to help analyze in-force annuities and help evaluate whether keeping the existing annuity, moving it to a new one or surrendering it is the best option.

Advisor Information

Client Information

Owner date of birth
Month
Day
Year
Annuitant #1 date of birth
Month
Day
Year
Annuitant #2 date of birth
Month
Day
Year

Current Policy Information

Policy type
Variable Annuity
Fixed Annuity
Fixed Index Annuity
Qualification
Qualified
Non-qualified
Income rider
Yes
No
If yes, has income started?
Yes
No

Client needs

Objective of annuity today
Accumulation
Income
Legacy
Long term care
If income
Single payout
Joint payout
If joint payout, date of birth
Month
Day
Year
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