Annuity Exchange
RFQ desk
Every request for quote on the exchange — from intake and AI matching through carrier bidding, presentation, application, funding, and placement.
| RFQ | Client / State | Product | Premium | Producer | Quotes | Best | Time in stage | Stage |
|---|---|---|---|---|---|---|---|---|
| RFQ-88412 | R. WhitfieldFL | 5-yr MYGA | $250,000 | M. Lopez | 6 | 5.55% | 2h | Quotes In |
| RFQ-88407 | D. & P. OkaforTX | FIA — S&P 500 cap | $400,000 | J. Tran | 3 | — | 5h | In Market |
| RFQ-88399 | S. LindqvistAZ | SPIA — life w/ 10-yr certain | $180,000 | M. Lopez | 5 | $1,142/mo | 1d | Presented |
| RFQ-88385 | H. NakamuraCA | 7-yr MYGA | $500,000 | A. Reyes | 4 | 5.35% | 2d | Compliance Hold |
| RFQ-88371 | B. CastellanoNY | DIA — joint life | $320,000 | K. Patel | 4 | $2,065/mo | 3d | Application |
| RFQ-88342 | L. Emerson TrustOH | FIA — income rider | $275,000 | J. Tran | 5 | 7.1% roll-up | 4d | Funding |
| RFQ-88318 | G. AlvarezNC | 3-yr MYGA | $150,000 | A. Reyes | 7 | 5.10% | Closed | Placed |
| RFQ-88416 | T. BjörnssonWA | Fixed annuity — flexible premium | $95,000 | K. Patel | 0 | — | 22m | AI Matching |
Preview pipeline on seed data. In production, every RFQ is routed nationwide to appointed, in-state carriers and each stage transition is compliance-checked at the point of action.