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FREE Article: The Truth About Annuities.

You are here: HOME >> 7 Income Scenarios

7 Income Scenarios

(Please click on a title to expand)

  • Income Scenario #1: "I NEED INCOME IMMEDIATELY"

    Specifics:

    1. Income can be paid monthly, quarterly, or annually
    2. Part of the income stream is excluded from taxes
    3. Choose lifetime pay or certain period of years (10, 20, etc.)
    4. Can be set up for just you, or you and your spouse

    Income to Start: Immediately

    Retain $ Control: No This product is structured as an Immediate Annuity and the money is controlled and distributed as you choose by the insurance company.

  • Income Scenario #2: "I NEED INCOME IMMEDIATELY... OR IN A FEW YEARS"

    Specifics:

    1. Income can be paid monthly, quarterly, or annually
    2. Receive an upfront bonus of 10%, and receive a 7% to 8% guaranteed growth rate during deferral years

    Income to Start: Immediately to 4 years

    Retain $ Control: YesThis product is structured as a fixed/indexed annuity with the principal amount in a fixed account, indexed account, or a combination of both while you receive your income stream.

  • Income Scenario #3: "I NEED INCOME 'DOWN THE ROAD'"

    Specifics:

    1. Income can be paid monthly, quarterly, or annually
    2. Receive an upfront bonus of 5%
    3. Returns are based upon either 4% floor or the index return, whichever is higher.

    Income to Start: In 5 to 10 Years

    Retain $ Control: Yes This product is structured as a fixed/indexed annuity with the principal amount in a fixed account, indexed account, or a combination of both while you receive your income stream.

  • Income Scenario #4: "I NEED INCOME 'DOWN THE ROAD'"

    Specifics:

    1. Income can be paid monthly, quarterly, or annually
    2. Receive an upfront bonus of 10%
    3. Receive a guaranteed minimum of 7% to 8% growth annually during the deferral years before your income stream starts.

    Income to Start: In 5 to 10 Years

    Retain $ Control: Yes This product is structured as a fixed/indexed annuity with the principal amount in a fixed account, indexed account, or a combination of both while you receive your income stream.

  • Income Scenario #5: "I JUST NEED TO BUY A FIXED RATE LIKE A CD, BUT I DON'T WANT TO PAY TAXES ON THE INTEREST"

    Specifics:

    1. Income can be paid monthly, quarterly, or annually
    2. You can choose to take the income, or defer it

    Income to Start: Immediately, or defer it out over time (interest only payments)

    Retain $ Control: Yes This product is structured as a fixed rate annuity and can be purchased in 1,2,3,4,5,6,7,8,9, and 10 year terms just like a CD.

  • Income Scenario #6: "I WANT MY CAKE AND EAT IT TOO!" ... "I WANT IT ALL"

    "I want immediate income and continuing for 10 straight years, and 10 years from now, I want my initial investment to back 100% and I want to still be receiving a lifetime income stream!!! Oh yeah, I want it all to be contractually guaranteed as well!....and after the first 10 years of income, I want the income stream to continue."

    1. Income can be paid monthly, quarterly, or annually
    2. Principal is split between an Immediate Annuity, and 2 separate Deferred Annuities.

    Income to Start: Immediately

    Retain $ Control: Yes This is split annuity strategy using 3 separate annuities to achieve your financial goal.

  • Income Scenario #7: "I WANT YOU TO DESIGN A CUSTOMIZED PLAN AROUND THE ANNUITIES THAT I ALREADY OWN"

    Obviously, call us today...

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