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Home » Internal-Annuity- New Client/ Former Client

Annuity New or Former Clients

MM slash DD slash YYYY
MM slash DD slash YYYY
Client Status:
Are these Clients in Salesforce?
Have they filled out a new Contact Form?
Do they still need to be sent a new Contact Form?
If no contact form has been filled out or isn't needed, please add contact information for each client.
Client Name:
Phone:
Email:
 
Existing Annuities
Client Name:
Carrier:
Product Name:
Date of Purchase:
Riders:
Replacing Or Adding Additional?
 

New Annuities

General Information for New Annuities:
Client Name:
Date of Birth:
Starting Income at Age:
Joint Contract Owner:
Relationship between Joint Owners? (Spouse or Non-Spouse)
 
Purchase Amount:
Source of Purchase Payment:
MM slash DD slash YYYY
Types of Annuities:
Fixed Type:
Annuity Length:
Payout Escalation:
Payouts:
Immediate Annuity Premiums:
Deferred Premiums:
Flexible Premium:
Riders:
Purchase Amount:
Source of Purchase Payment:
MM slash DD slash YYYY
Types of Annuities:
Fixed Type:
Annuity Length:
Payout Escalation:
Payouts:
Immediate Annuity Premiums:
Deferred Premiums:
Flexible Premium:
Riders:
Purchase Amount:
Source of Purchase Payment:
MM slash DD slash YYYY
Types of Annuities:
Fixed Type:
Annuity Length:
Payout Escalation:
Payouts:
Immediate Annuity Premiums:
Deferred Premiums:
Flexible Premium:
Riders:
Purchase Amount:
Source of Purchase Payment:
MM slash DD slash YYYY
Types of Annuities:
Fixed Type:
Annuity Length:
Payout Escalation:
Payouts:
Immediate Annuity Premiums:
Deferred Premiums:
Flexible Premium:
Riders:
Shop Quotes Here:
Additional Annuity Tasks to be added to Salesforce:
Subject:
Assigned To:
Due Date:
Priority: (Low, Normal, High)
Notes:
 
This field is for validation purposes and should be left unchanged.

INTERNAL- Annuity- NC/FC

Annuity New or Former Clients

MM slash DD slash YYYY
MM slash DD slash YYYY
Client Status:
Are these Clients in Salesforce?
Have they filled out a new Contact Form?
Do they still need to be sent a new Contact Form?
If no contact form has been filled out or isn't needed, please add contact information for each client.
Client Name:
Phone:
Email:
 
Existing Annuities
Client Name:
Carrier:
Product Name:
Date of Purchase:
Riders:
Replacing Or Adding Additional?
 

New Annuities

General Information for New Annuities:
Client Name:
Date of Birth:
Starting Income at Age:
Joint Contract Owner:
Relationship between Joint Owners? (Spouse or Non-Spouse)
 
Purchase Amount:
Source of Purchase Payment:
MM slash DD slash YYYY
Types of Annuities:
Fixed Type:
Annuity Length:
Payout Escalation:
Payouts:
Immediate Annuity Premiums:
Deferred Premiums:
Flexible Premium:
Riders:
Purchase Amount:
Source of Purchase Payment:
MM slash DD slash YYYY
Types of Annuities:
Fixed Type:
Annuity Length:
Payout Escalation:
Payouts:
Immediate Annuity Premiums:
Deferred Premiums:
Flexible Premium:
Riders:
Purchase Amount:
Source of Purchase Payment:
MM slash DD slash YYYY
Types of Annuities:
Fixed Type:
Annuity Length:
Payout Escalation:
Payouts:
Immediate Annuity Premiums:
Deferred Premiums:
Flexible Premium:
Riders:
Purchase Amount:
Source of Purchase Payment:
MM slash DD slash YYYY
Types of Annuities:
Fixed Type:
Annuity Length:
Payout Escalation:
Payouts:
Immediate Annuity Premiums:
Deferred Premiums:
Flexible Premium:
Riders:
Shop Quotes Here:
Additional Annuity Tasks to be added to Salesforce:
Subject:
Assigned To:
Due Date:
Priority: (Low, Normal, High)
Notes:
 
This field is for validation purposes and should be left unchanged.

Contact Info

Scarlet Oak Financial Services
1117 Perimeter Center West,
Suite W-212
Atlanta, GA 30338

800.871.1219

fsykes@scarletoakfs.com

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Disclaimer

Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration.

© 2022 Scarlet Oak Financial Services.

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  • About Us
    • Faye Sykes
    • Melinda Scaturro
    • Teresa Bath
    • Morgan Roopnarine
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