Annuity Rate Request

HomeAnnuity Rate Request

Wholehan Annuity Express Rate Request Form

AnnuitiesUse the form below to submit a rate request from one of our annuity specialists.  We will process the information and select the best annuity options for your clients and deliver those rates to you directly to share with your clients.

Should you require additional services such as marketing & sales support you can connect with any of our annuity specialist and they will walk you through any questions or concerns you may have with our annuity services and online rates system.

Feel free to follow-up with any additional information or requests directly by emailing

If you would like to have access to up-to-date annuity rates and product info, please sign up for our online tools.

Agent Information

Client 01 Information


Client 02 Information


Policy Information


If Policy Type is "Fixed Deferred" or "Index" Please Fill Out the Information Below

If Policy Type is "SPIA" Please Fill Out the Information Below