Jonny SAMPLE
10) SAVE FOR LEGACY WITH DEATH BENEFIT BONUS CONTRACT
TODAYS RATES
VALUES
CURRENT S&P CAP RATE HYPOTHETICALLY LOCKED IN FOR 10 YEARS
DEATH BENEFIT BONUS APPLIED DAY 1
$500,000
Jonny SAMPLE
PAID
HYPOTHETICAL BALANCE TO TERM
6.00%
$1,381,839 40.00%
May 3, 2024
ACTUAL YIELD APPLIED TO DEATH BENEFIT WITH 150% ANNUAL INCENTIVE
CURRENT S&P CAP APPLIED
RANDOM S&P YIELD
END OF YEAR YIELD APPLIED TO BALANCE
ANNUAL LIQUIDITY
6.35% 0.00% 9.00% 9.00% 9.29% 10.40% 0.00% 9.00% 9.00% 9.00%
4.23%
9.00%
$744,415
$74,442
60 1
-8.13%
6.00%
$744,415
$74,442
61 2
12.13%
6.00%
$811,412
$81,141
62 3
15.16%
6.00%
$884,439
$88,444
63 4
6.19%
6.00%
$966,560
$96,656
64 5
6.93%
6.00%
$1,067,034
$106,703
65 6
0.00%
6.00%
$1,067,034
$106,703
66 7
5.78%
6.00%
$1,163,067
$116,307
67 8
12.05%
6.00%
$1,267,743
$126,774
68 9
9.23%
6.00%
$1,381,839
$138,184
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 :
DEATH BENEFIT BONUS
74 15
75 16
CURRENT INCENTIVED RATE ON ANNUAL INTEREST : CURRENT BONUS ON DEATH BENEFIT
150%
40%
76 17
Annual Liquidity
10%
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 OTHER INDICES WITH LOCKED IN CAPS ?
6.00%
81 22
NO
82 23
OTHER INDICES WITH ADJUSTABLE RATES ? YES
83 24
Is THERE AN INCOME RIDER Available ?
YES
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
https://www.safemoneysinger.com/INDEX-ANNUITY-BROCHURES
88 29
89 30
90 31 THIS LARGE DEATH BENEFIT IS AVAILABLE 60 DAYS AFTER ISSUE IF WITHDRAWN OVER A MINIMUM TIME PERIOD OF 5 YEARS
Page 27
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