Jonny SAMPLE
Synopsis of all 6 INCOME PLANS for:
Jonny SAMPLE
HIGHEST INCOME BENEFITS HIGHLIGHTED GREEN
3) SPEND TERM CERTAIN LEVEL DEAD OR ALIVE (ANY CHOICE OF) 5 TO 30 YEARS DURATION
6. SPEND INDEX WITH INCOME RIDER / LTC MULTIPLIER (with access to remaining principal)
4) SPEND INTEREST ON PRINCIPAL ONLY FOR 10 YEARS
5. SPEND INDEX INCOME RIDER (with access to remaining principal)
TYPE OF PAYMENT
1) SPEND LIFETIME LEVEL PENSION
2) SPEND LIFETIME PENSION INFLATED
$500,000
$500,000
$500,000 $943,908 $42,672
$500,000
$500,000
$500,000
PAID
$1,554,840
$1,731,121
#REF!
$1,840,680
$2,147,460
RECEIVED
$36,769
$51,828
$55,524
$61,356
$61,356
ANNUAL
$3,064
$4,319
$3,556
$4,627
$5,113
$5,113
MONTHLY
MONTHLY PAYMENTS
AGE YEAR
$4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319 $4,319
$3,556 $3,627 $3,700 $3,774 $3,849 $3,926 $4,005 $4,085 $4,166 $4,250 $4,335 $4,421 $4,510 $4,600 $4,692 $4,786 $4,882 $4,979 $5,079 $5,180 $5,284 $5,390 $5,498 $5,607 $5,720 $5,834 $5,951 $6,070 $6,191 $6,315
$4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627 $4,627
$3,064 $3,064 $3,064 $3,064
$5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113
$5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $10,226 $10,226 $10,226 $10,226 $10,226 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113 $5,113
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#REF! #REF!
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#REF!
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MUST RE- INVEST FUNDS HOPEFULLY AT A HIGHER RATE OF INTEREST
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