This is a sample of what an annuity quote looks like from a 24 year veteran of the annuity services industry. There are 8 types of annuity benefits available. You choose the type(s) you like. A Safe Money Singer Annuity Quotation might be the most thorough annuity quote to be found on the internet!
Introduction | 1 |
Table of Contents | 2 |
Navigation Aids | 3 |
My Thoughts For You | 4 |
Inputs | 5 |
Budget | 6 |
INCOME CONTRACTS | 7 |
PENSION ONLY CASH FLOWS | 8 |
#1: Pension Level | 8 |
#2: Pension 2% | 10 |
#3: Term Certain | 12 |
REMAINING PRINCIPAL ACCESS | 14 |
#4: Fixed Rate | 14 |
#5: Indexed Income Rider | 16 |
#6: Indexed Income Rider and LTC | 18 |
ACCUMULATION CONTRACTS | 20 |
#7: Fixed Rate at 5.60% | 21 |
#8: Indexed Rate at 10.00% | 22 |
#9: Indexed Bonus at 19.00% | 24 |
#10:Indexed Bonus Death Benefit at 40.00% | 26 |
PROCESS TO OBTAIN ANNUITY | 28 |
Ensure Your Inputs are Accurate | 29 |
KNOW Your Agent | 30 |
Order your 12 minute zoom / phone | 31 |
LOOKING UNDER THE HOOD | 32 |
INCOME EXPLANATIONS | 32 |
Your Income Synopsis | 33 |
Your Break Even Point (between level and inflated) | 34 |
How Income Guarantees Outperform Fixed Rates | 35 |
The $$$ Cost of Your Indecision | 36 |
Social Security Tables | 41 |
INDEX EXPLANATIONS | 43 |
Crediting Strategies | 44 |
Income Rider Rollup Rates | 49 |
Bonus Annuities | 51 |
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