Annuities are a powerful tax-deferred option for your money (CD's vs. Annuities)
Both the CD and annuity assume the same rate of return (5% before-tax yield) over 20 years and annual compounding.
After 20 years, the CD's value is $198,584
and the annuity's value after taxes is
$207,464.
Client Profile
- Professional
- $100,000 Initial premium deposit
- 35% Federal tax bracket
- Considering a CD vs. an annuity
Evaluation. We will figure out the
right Annuity for your investment and/or
retirement goals.
Application Delivered. We will
overnight the applications for your review
and signature.
Carrier Approval. We send the
completed application direct to the
Company for completion.
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Companies we illustrate:
- Allianz
A.M. Best Rating -
- American General:
A.M. Best Rating - A++
Superior (highest)
- Aviva:
A.M. Best Rating -
- Equitrust:
A.M. Best Rating -
- Fidelity and Guarantee:
A.M. Best Rating -
- ING-USA
A.M. Best Rating -
- Forethought
A.M. Best Rating -
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