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Below is a sample of a spreadsheet and rates we have available to send our immediate annuity clients.
We provide a
variety of email formats to choose from and many income options to select
from.
Return to request form.
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Income Option |
Company 1 |
Company 2 |
Company 3 |
Company 4 |
| Life Only |
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| Life
With 10 Certain |
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| Life
With 15 Certain |
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| 100% Joint
Lives |
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100% Joint Lives
With 15 Certain |
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10 Year Period Certain |
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Sample SPIA Quotes - 9/15/2009
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Lifetime Income SPIA With
100% Money Back Guarantee Refund Death Benefit. |
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Gender / Age
|
Monthly Income |
Annual Percentage
Return P&I |
Tax Free Portion
|
|
Male 60 |
$578.21 |
6.94% |
56% Tax Exclusion |
|
Male 65 |
$625.02 |
7.50% |
60% Tax Exclusion |
|
Male 70 |
$685.75 |
8.80% |
65% Tax Exclusion |
|
Male 75 |
$765.19 |
9.18% |
70%
Tax Exclusion |
|
Male 80 |
$870.28 |
10.44% |
73% Tax Exclusion |
|
Male 85 |
$1,002.49 |
12.03% |
83%
Tax Exclusion |
|
Gender / Age
|
Monthly Income |
Annual Percentage Return P&I |
Tax Free Portion
|
|
Female 60 |
$549.95 |
7.12% |
58% Tax Exclusion |
|
Female 65 |
$590.28 |
7.69% |
63% Tax Exclusion |
|
Female 70
|
$643.67 |
8.39% |
69% Tax Exclusion |
|
Female 75 |
$716.35 |
9.34% |
72% Tax Exclusion |
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Female 80 |
$815.25 |
10.46% |
79% Tax Exclusion |
|
Female 85 |
$947.44 |
11.89% |
81%
Tax Exclusion |
|
Period Certain |
Monthly Income |
Per $1,000 Deposit |
Tax Free Portion
|
| 5 Year
Certain |
$1,806.00 |
$18.06 |
89%
Tax Exclusion |
| 10 Year
Certain |
$1,032.00 |
$10.32 |
81%
Tax Exclusion |
| 15 Year
Certain |
$760.00 |
$7.60 |
73%
Tax Exclusion |
| 20 Year
Certain |
$628.00 |
$6.28 |
66%
Tax Exclusion |
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Based on $100,000 - Life With Installment Refund - Non Premium
Tax State
Payment will remain the same for LIFE with 100% refund guarantee! |
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For More Information Contact Your Immediate Annuity Agency:
SPIAQuote.com
5530 Corbin Avenue #333 Tarzana, CA 91356
Tel: 800-373-9697
FAX: 818-881-6973
Internet:
Jeff@spiaquote.com
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