Jonny SAMPLE
Annuity Quote
Jonny SAMPLE Valid for : 5/3/2024
$500,000
10 Types of Insurance (Annuity) Contracts
(3) Navigation Aids
(4) My Thoughts For You
(5) Your Inputs
(6) Your Budget
7 Insurance Contracts (#1-#6) Designed To: 20 Insurance Contracts (#7-#10) Designed SOLVE A RETIREMENT BUDGET FOR SAFE ANNUAL GROWTH CASH FLOW RATES INTEREST, INDEX CREDITS, BONUSES
#1 Pension Level
8
10.37%
Fixed Rate of Interest:
#2 Pension 2% 8.53%
10
to 15.16% 21
5.60%
#7
#3 Term Certain
12
11.10% 22 #8
10.00%
Locked CAPS for Term
#4 Fixed Rate on Principal #5 Indexed Income Rider
14
7.35% 24 #9
20%
Huge Day 1 Bonus
16
12.27% 26 #10 Huge Legacy Bonus
5.60%
18
#6 Indexed Income Rider LTC 12.27%
The Process to Obtain Your Annuity
28
29 Know Your Insurers 30 Know Your Agent 31
Order 12 Min. Phone / Zoom
After You Get Your Annuity :
Change of Address 10% Withdrawals
Income Election Ownership Change Spousal Continuance RMD Election
Beneficiary Change
For those that need to see "under the hood" ......
32 Income Explanations
Index Explanations
43
Income Synopsis
Crediting Strategies
33 34 35 36 41
44 49
Break Even
Income Rider Roll up Rates
Superiority of Income Guarantees
Bonus Plans
51
Cost of Indecision
Social Security Mortality Tables
Page 2
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