Suitability Worksheet

Annuity Suitability Worksheet

The Suitability Worksheet

The word suitability can be perceived as a judgement on if you can get an Annuity or not. It is not that at all. It is basically laying out all the possible funds you can use to fund your Annuity. Then it helps to determine what funds would have tax treatments or if they are exempt. If you have the money rather in a brokerage account or in a bank account you can use it to fund an Annuity and enjoy investing your money with guarantees on the interest and even leave your family a legacy.

Suitability Worksheet Request Form

Get an annuity suitability worksheet

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