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THREE SHORT STEPS TO DECIDE, DESIGN AND FIND THE ANNUITY FOR YOU

 

How Annuities Help Investors Like You



Design

Your Annuity to match your personal circumstances.

Your Annuity

ABOUT YOU

  You

SELECT ONE

SELECT YOUR ANNUITY OPTIONS




Return to Step 1

Annuity Payments

 Paid to Annuitant or Beneficiary
 Paid to Annuitant if alive

 

The graph above is designed to show you the level of payments, when annuitants and any beneficiaries are paid, and the pattern of payments. Use the graph to compare different annuity options you select for Your Annuity.





FREE IMMEDIATE ANNUITY REPORT

 

g2itutorial

Received Inheritance

  • Situation: Al and Rhoda, both age 55, unexpectedly received a $1 million inheritance from Rhoda’s uncle. They were still paying their children’s college expenses. They wanted to invest this windfall conservatively but also wanted some additional cash flow to fund one or two big vacations each year. Rhoda would like to also take early retirement.


    Solution: They took 25% of the inheritance ($250,000) and purchased a 10-year Fixed Period annuity paying them nearly $30,000 per year. After the college expenses are paid off, Rhoda can retire. They will consider, based on their continued good health, a future purchase of a lifetime annuity when Al retires.