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IGO Solutions Client Intake Form

State of Residence
Date of Birth
Month
Day
Year
What is your primary goal for this annuity? (Select one)
Lifetime Income
Growth / Accumulation
Principal Protection
Legacy Planning
Not Sure
When would you like your income / withdrawals to start? (Select one)
Immediately
Within 1-5 Years
6-10 Years
10+ Years
Are you working with a financial advisor or agent?
Yes
No
I am an agent
Preferred Contact Method
Email
Phone Call
Text Message
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