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All quotations will be kept strictly confidential.
Your no obligation quote will be left entirely up to you
whether or not to proceed with any recommendations that
are made. All correspondence may be done by phone,
fax, mail and/or email without the need of a
face-to-face meeting.
The
information entered below will be used to calculate your
quotation either for a Charitable Gift plus Annuity or a
life insurance quote for a charitable gift. If
your situation requires special circumstances, please
call or email us with your information. |
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Contact Information |
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| What
type of quote would you like? |
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Type
of Gift:
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Annuity
Amount:
Enter
a value without commas i.e.. 100000 |
|
Life
Insurance Amount:
If
you have an amount of life insurance you would like to
purchase for a charitable gift, please enter it here:
Enter
a value without commas i.e.. 100000 |
| Life
Insurance Deposit Amount:
If
you don't know how much insurance you would like but
have a lump sum that you wish to use to purchase a
charitable life insurance plan, please enter it here:
Enter
a value without commas i.e.. 100000 |
|
If
your information contains both you and your spouse's
(partner's) information, we will provide a
"Joint" quotation for either an annuity or the
life insurance. If you require two single life
quotes, please submit the information separately. |
| Personal
Information - You |
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Last Name:
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Gender: |
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First Name:
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Date of
Birth:
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Any
health or lifestyle issues?
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Smoker:
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| Personal
Information - Your Spouse (partner) |
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Last Name:
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Gender:
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First Name:
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Date of
Birth:
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Any
health or lifestyle issues?
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Smoker:
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| Additional
Information |
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