Jonny SAMPLE
8) SAVE WITH LOCKED IN S&P CAP RATE FOR 7 YEARS
TODAYS RATES
VALUES
$500,000
PAID
CURRENT S&P CAP RATE LOCKED IN FOR 7 YEARS
Jonny SAMPLE
HYPOTHETICAL BALANCE TO TERM
10.00%
$716,030
May 3, 2024
CURRENT S&P CAP APPLIED
ACTUAL YIELD APPLIED
RANDOM S&P YIELD
END OF YEAR YIELD APPLIED TO BALANCE
ANNUAL LIQUIDITY
4.23% 0.00% 10.00% 10.00% 6.19% 6.93% 0.00%
4.23%
10.00%
$521,150
$52,115
60 1
-8.13%
10.00%
$521,150
$52,115
61 2
12.13%
10.00%
$573,265
$57,327
62 3
15.16%
10.00%
$630,592
$63,059
63 4
6.19%
10.00%
$669,625
$66,963
64 5
6.93%
10.00%
$716,030
$71,603
65 6
0.00%
10.00%
$716,030
$71,603
66 7
67 8
CONTRACT TERMINATES; FUNDS MAY BE RE-INVESTED AT THIS POINT
68 9
69 10
70 11
UNIQUE FEATURE OF THIS TYPE OF INDEXED ANNUITY :
LOCKED IN CAP RATE
71 12
72 13
73 14
10% YES YES A++
Annual Liquidity
74 15
Nursing Home Waiver
75 16
CAP RATES LOCKED IN FOR TERM INSURANCE COMPANY RATING
76 17
77 18
CURRENT CAP RATE OFFERED ON S&P 10.00%
78 19
NO, JUST THE S&P
OTHER INDICES WITH LOCKED IN CAPS ? OTHER INDICES WITH ADJUSTABLE RATES ?
79 20
YES
80 21
Is THERE AN INCOME RIDER Available ? Yes
81 22
NO, only on the rider if chosen
Is THERE AN AUTOMATIC FEE ?
82 23
83 24
84 25
85 26
You MUST order your HISTORICAL ILLUSTRATION from the insurer in order to ascertain how this annuity might perform 86 27 87 28 88 29
89 30
https://www.safemoneysinger.com/INDEX-ANNUITY-BROCHURES
Page 23
Made with FlippingBook - Share PDF online