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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.
|
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 - 05/19/2010
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Lifetime Income SPIA With
100% Money Back Guarantee Refund Death Benefit. |
|
Gender / Age
|
Monthly Income |
Annual Percentage
Return P&I |
Tax Free Portion
|
|
Male 60 |
$555.71 (A+) |
6.67% |
57% Tax Exclusion |
|
Male 65 |
$599.34 (A+) |
7.19% |
62% Tax Exclusion |
|
Male 70 |
$660.14 (A+) |
7.92% |
67% Tax Exclusion |
|
Male 75 |
$736.07 (A+) |
8.83% |
74% Tax Exclusion |
|
Male 80 |
$823.82 (A+) |
9.89% |
78% Tax Exclusion |
|
Male 85 |
$928.64 (A+) |
11.14% |
83%
Tax Exclusion |
|
Gender / Age
|
Monthly Income
/ Rating |
Annual Percentage Return P&I |
Tax Free Portion
|
|
Female 60 |
$533.79 (A+) |
6.40% |
60% Tax Exclusion |
|
Female 65 |
$572.35 (A+) |
6.87% |
65% Tax Exclusion |
|
Female 70
|
$625.86 (A+) |
7.51% |
71% Tax Exclusion |
|
Female 75 |
$699.85 (A+) |
8.40% |
74% Tax Exclusion |
|
Female 80 |
$791.12 (A+) |
9.49% |
77% Tax Exclusion |
|
Female 85 |
$909.59(A+) |
10.92% |
85%
Tax Exclusion |
|
Period Certain Yrs |
Monthly Income |
Per $1,000 Deposit |
Tax Free Portion
|
|
5 Year Certain
|
$1,709.75 (A+) |
$17.09 |
97% Tax Exclusion |
|
10 Year Certain |
$960.66 (A+) |
$9.60 |
86%
Tax Exclusion |
|
15 Year Certain |
$727.62 (A+) |
$7.27 |
76%
Tax Exclusion |
|
20 Year Certain |
$547.76 (A+) |
$5.47 |
62%
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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