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Brentwood Asset Advisors, LLC

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Services

• Group Annuity Contracts

• Individual Qualified & Non-Qualified Annuities

• Individual Annuity Quotes

• Group Annuity Rates

• Full Service 401K

• Funding Agreements

• VEBA

Individual Annuity Quotes

Plan sponsors can now purchase qualified or non-qualified individual annuities for participants in defined benefit, defined contribution and SERP plans. Please fill out the form below with the appropriate information. We will then get back to you within 24 hours.

Required fields will be denoted with an (*).

Annuitant Information		Co-Annuitant Information
First Name Last Name Gender * Male Female Date Of Birth * Help		First Name Last Name Gender Male Female Date Of Birth Help

Annuity Information		Type Of Annuity (Check Up To 3)*
Premium Amount* Benefit Amount* Premium Deposit Date Benefit Commencement Date BenefitPaymentFrequency* State Of Residence* Source Of Funds* Type Of Plan* COLA Help		Life Only 10 Year Fixed Period Life, 10 Year Fixed Period Joint And Survivor 50% Joint And Survivor 50%, 10 Year Fixed 15 Year Fixed Period Life, 15 Year Fixed Period Joint And Survivor 75% Joint And Survivor 75%, 10 Year Fixed 20 Year Fixed Period Life, 20 Year Fixed Period Joint And Survivor 100% Joint And Survivor 100%, 10 Yr Fixed Help

Benefit Commencement Date note:
If the annuity is purchased from a qualified plan, please ensure the benefit commencement date is within 6 months of today’s date. If from a non-qualified plan, all dates are acceptable.

Contact Information:*Required to receive completed quote

Email* Phone

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