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 Strip The Interest Indexed Split Qualified Split

Split Annuity Illustration Using An Equity Indexed Annuity

Equity Indexed Split Annuity
7.25% Cap - 2/1/2009

$100,000
Allocate
$22,960.57
to a Period Certain Immediate Annuity		 Allocate
$77,039.43
to purchase a 7-year Deferred Annuity

Annuity Accumulation

 Annuity Accumulation

Annuitant receives
$300.00
Per month for 7 Years Guaranteed
(91.10% TAX-EXCLUDED)

 Rate is Based on 100% Participation in the S&P 500  and a cap of 7.25%
Minimum is 3.00% On 100% Deposit

End of Annuity Term

After 7 years, Projected Value Based on last 7 years of:

$101,160

could be available to the annuitant.

Absolute Minimum Guaranteed Value $94,749
Has been as high as $137,000

 

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Last modified: 09/12/11