If you don’t like filling in long forms, you have the option of providing basic information in the following quick request form, but I need name, date of birth, type of funds, amount of funds and date of purchase. Otherwise please use the more comprehensive form below. It will provide more precise results.
The following personal information is required for an annuity quote/survey. Your information will be handled with care and treated as confidential. If you are a Canadian citizen, residing in another country, consideration is only given to registered funds located in Canada, such as RRSP or RRIF funds. Non-resident Canadians have limited choices for Canadian life insurance companies that will consider accepting an application.