Asset Life Quote - Brookfield Partners

Producer Information
AAProducer Name:*
First Last
Producer Email:*
Producer Phone Number:*
Client Information
Name:*
First Last
Date of Birth:*
MM slash DD slash YYYY
State of Residence:*
State
Health Rating:*
Medical Information:
Please list any medical information we should be aware of to run the best quote. (i.e., medications, marijuana usage, avocations)
Illustration:
These cases are designed using premiums solving for the least amount of death benefit. All cases are designed for maximum cash accumulation and distribution payouts.
Product:*
Specified Premium:*
IUL Interest Crediting Rate
All illustrations will use 6% Crediting Rate by default, unless specified otherwise.
IUL Specified Rate:
Premium Duration:*
- Single Payment (MEC)
- Shortest Duration (Non-MEC)
- 10 Pay (Non-MEC)
- 20 Pay (Non-MEC)
- To Age 65 (Non-MEC)
- Other:
If, other:
If other, please select duration.
Distribution Start Age:
How many years for distributions?:
Special Instructions:
Please list any other information you would like to see. All illustrations will illustrate with IRR information.

Producer Information