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!
Platinum Assure
How and when you will save for retirement are some of the most important financial decisions that you may make in your life. You want peace of mind that your money is secure, has the opportunity to grow, and will be there when you need it. With Americo Platinum Assure Series, you can feel comfortable knowing that your money is earning a guaranteed interest rate for the entire guarantee period.
DEATH BENEFIT Your beneficiaries will receive the full Account Value of your Platinum Assure Series annuity. EARLY WITHDRAWAL Should you need to terminate your policy early, or take a withdrawal in excess of the annual penalty-free withdrawal privilege, a surrender charge will apply. After the guarantee period you select is complete there are no charges. y p g
CHOICES With Platinum Assure Series you have the option to select between 6 guarantee periods. You can select between a 2, 3, 4, 5, 6, or 7 year guarantee period. TAX-DEFERRED GROWTH All earnings in your Americo Platinum Assure Series annuity will grow tax deferred until withdrawn. That means money that would have otherwise been used to pay taxes can remain in your annuity and compound overtime. SAFETY & SECURITY The interest rate for your Platinum Assure Series annuity is guaranteed for the entire period you select. After the guarantee period, you can choose to withdraw your money without any penalties. ACCESS YOUR MONEY Withdraw a percentage of your Account Value once in each contract year without incurring a surrender charge or Market Value Adjustment. Amounts taken in excess of the maximum percentage may be subject to charges and Market Value Adjustments. Percent- age vary depending on the guarantee period selected. NURSING HOME WAIVER Platinum Assure Series provides a Waiver of Surrender Charge Upon Nursing Home or Hospital Confinement Endorsement (Endorsement Series 4139). If you are subsequently confined to a qualified nursing home or hospital for at least 90 consecutive days, this waiver provides access to your entire Account Value with no surrender charges (May not be available in all states.)
MARKET VALUE ADJUSTMENT FEATURE Due to fluctuations in the general interest rate environment, this annuity, like many others, contains a Marketing Value Adjustment (MVA) feature. With an MVA, your surrender value may increase or decrease depending on changes in the the company's current guarantee period interest rate offered on new premium. The adjustment applies to amounts received upon a partial or full surrender, if made during the guarantee period. It also applies if the policy is annuatize during the guarantee period. The adjustment does not apply when funds are withdrawn under the penalty-free withdrawal provision.
22-315-2 (06/22)©Americo
Page 1 Page 2Made with FlippingBook - Share PDF online