Jumbo Annuity Approval Request

All insurance companies place a limit on the amount of premium they will accept from one person. The smaller insurance companies tend to limit annuity premiums to $1 million dollars.

The larger insurance companies may accept up to $10 million dollars per life, but, only after a due diligence review of the buyer's financial condition and references has been made. This is in order to comply with the U.S. Treasury's anti money-laundering regulations.

If you are considering the purchase of an annuity with a premium greater than $1 million dollars, please complete and return this Jumbo Annuity Approval Request. If you have questions about the form call 800-872-6684.

Jumbo Annuity Approval Request Form

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