Jonny SAMPLE
9) SAVE WITH HUGE FIRST YEAR BONUS ANNUITY
$$$ Bonus in first 24 hours
TODAYS RATES
Premium
CURRENT (Non Guaranteed after first year) S&P CAP RATE FOR 10 YEARS
$500,000
PAID
$100,000
Jonny SAMPLE
HYPOTHETICAL BALANCE TO TERM
6.00%
$964,422 20.00%
May 3, 2024
CURRENT S&P CAP APPLIED
ACTUAL YIELD APPLIED
ANNUAL LIQUIDITY (USING 10%)
RANDOM S&P YIELD
END OF YEAR YIELD APPLIED TO BALANCE
6.00% 0.00% 6.00% 6.00% 6.19% 6.93% 0.00% 5.78% 6.00% 6.00%
7.00%
6.00%
$636,000
$63,600
60 1
-8.13%
6.00%
$636,000
$63,600
61 2
12.13%
6.00%
$674,160
$67,416
62 3
15.16%
6.00%
$714,610
$71,461
63 4
6.19%
6.00%
$758,844
$75,884
64 5
6.93%
6.00%
$811,432
$81,143
65 6
0.00%
6.00%
$811,432
$81,143
66 7
5.78%
6.00%
$858,333
$85,833
67 8
12.05%
6.00%
$909,833
$90,983
68 9
9.23%
6.00%
$964,422
$96,442
69 10
70 11
CONTRACT TERMINATES; FUNDS MAY BE RE-INVESTED AT THIS POINT
71 12
72 13
73 14
UNIQUE FEATURE OF THIS TYPE OF INDEXED ANNUITY :
FIRST YEAR BONUS
74 15
75 16
76 17
Annual Liquidity
10% -20% (IF PRIOR YEAR NOT TAKEN)
77 18
Nursing Home Waiver
YES
78 19
CAP RATES LOCKED IN FOR TERM INSURANCE COMPANY RATING
NO
79 20
A+
80 21
CURRENT CAP RATE OFFERED ON S&P 6.00%
81 22
OTHER INDICES WITH ADJUSTABLE RATES ? INCOME RIDER AVAILABLE ?
YES
82 23
NOT on this plan, but easily available elsewhere
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/order 1'st day bonus annuities generally do not have as high crediting rates as non bonus plans
90 31
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