Moving money into an annuity isn't always as straightforward as it seems. Whether your client's funds are coming from a bank account, IRA, 401(k), existing annuity, life insurance policy, or brokerage account, using the appropriate funding method helps keep your case moving and reduces unnecessary delays.
Download our free Annuity Funding Guide for a quick reference you can keep at your desk.
What You'll Learn
This one-page reference outlines the most common annuity funding sources and the typical funding method for each.
Inside you'll find:
- Typical funding methods for common account types
- Key items to verify before submitting business
- A simple pre-submission checklist
- General guidance to help identify the appropriate funding path
- Contact information for our experienced annuity team when you need assistance
Designed for Busy Agents
When you're working on an annuity case, you don't always have time to research funding options or second-guess the paperwork.
Keep this guide nearby to quickly reference common funding scenarios before submitting your application.
It's a practical desk reference for both new and experienced annuity agents.
Need Help With a Case?
Every carrier has its own forms and procedures, and every client's situation is different.
If you're unsure which funding method is appropriate, our annuity specialists are available to help you review your case, answer carrier-specific questions, and identify the paperwork you'll need before submission.
That's one of the advantages of working with New Horizons.
This guide is intended as a general reference for licensed insurance professionals. Funding procedures vary by carrier, custodian, account type, and client circumstances. Always follow the receiving carrier's current instructions and consult qualified tax or legal professionals when appropriate.