Goal: To Maximize Guaranteed Income for a specific time might - PowerPoint PPT Presentation

Goal: To Maximize Guaranteed Income for a specific time

“might”

Choose the time period you think is best for you personally There is no right or wrong decision

Assuming: * 06/29/1950 *Income starts in 2 years * Secret of latest possible starting date

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Payment good Duration Company Monthly Guarantee Best Feature until CASH REFUND Lifetime Payments with Mutual of Omaha (A+) $1,116 DEATH (with death benefit) (any) remaining balance going to heirs LIFE ONLY Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment (no death benefit) Remaining payments go to son if CERTAIN 13 Symetra (A) $1,497 AGE 85 you pass prior to end of term Remaining payments go to son if CERTAIN 12 Symetra (A) $1,602 AGE 84 you pass prior to end of term Remaining payments go to son if CERTAIN 11 Symetra (A) $1,724 AGE 83 you pass prior to end of term Remaining payments go to son if CERTAIN 10 Symetra (A) $1,869 AGE 82 you pass prior to end of term

Cash R efund

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Payment good Duration Company Monthly Guarantee Best Feature until CASH REFUND Lifetime Payments with Mutual of Omaha (A+) $1,116 DEATH (with death benefit) (any) remaining balance going to heirs LIFE ONLY Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment (no death benefit) Remaining payments go to son if CERTAIN 13 Symetra (A) $1,497 AGE 85 you pass prior to end of term Remaining payments go to son if CERTAIN 12 Symetra (A) $1,602 AGE 84 you pass prior to end of term Remaining payments go to son if CERTAIN 11 Symetra (A) $1,724 AGE 83 you pass prior to end of term Remaining payments go to son if CERTAIN 10 Symetra (A) $1,869 AGE 82 you pass prior to end of term

Life Only

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Payment good Duration Company Monthly Guarantee Best Feature until CASH REFUND Lifetime Payments with Mutual of Omaha (A+) $1,116 DEATH (with death benefit) (any) remaining balance going to heirs LIFE ONLY Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment (no death benefit) Remaining payments go to son if CERTAIN 13 Symetra (A) $1,497 AGE 85 you pass prior to end of term Remaining payments go to son if CERTAIN 12 Symetra (A) $1,602 AGE 84 you pass prior to end of term Remaining payments go to son if CERTAIN 11 Symetra (A) $1,724 AGE 83 you pass prior to end of term Remaining payments go to son if CERTAIN 10 Symetra (A) $1,869 AGE 82 you pass prior to end of term

Certain 13

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Payment good Duration Company Monthly Guarantee Best Feature until CASH REFUND Lifetime Payments with Mutual of Omaha (A+) $1,116 DEATH (with death benefit) (any) remaining balance going to heirs LIFE ONLY Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment (no death benefit) Remaining payments go to son if CERTAIN 13 Symetra (A) $1,497 AGE 85 you pass prior to end of term Remaining payments go to son if CERTAIN 12 Symetra (A) $1,602 AGE 84 you pass prior to end of term Remaining payments go to son if CERTAIN 11 Symetra (A) $1,724 AGE 83 you pass prior to end of term Remaining payments go to son if CERTAIN 10 Symetra (A) $1,869 AGE 82 you pass prior to end of term

Certain 12

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Payment good Duration Company Monthly Guarantee Best Feature until CASH REFUND Lifetime Payments with Mutual of Omaha (A+) $1,116 DEATH (with death benefit) (any) remaining balance going to heirs LIFE ONLY Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment (no death benefit) Remaining payments go to son if CERTAIN 13 Symetra (A) $1,497 AGE 85 you pass prior to end of term Remaining payments go to son if CERTAIN 12 Symetra (A) $1,602 AGE 84 you pass prior to end of term Remaining payments go to son if CERTAIN 11 Symetra (A) $1,724 AGE 83 you pass prior to end of term Remaining payments go to son if CERTAIN 10 Symetra (A) $1,869 AGE 82 you pass prior to end of term

Certain 11

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Payment good Duration Company Monthly Guarantee Best Feature until CASH REFUND Lifetime Payments with Mutual of Omaha (A+) $1,116 DEATH (with death benefit) (any) remaining balance going to heirs LIFE ONLY Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment (no death benefit) Remaining payments go to son if CERTAIN 13 Symetra (A) $1,497 AGE 85 you pass prior to end of term Remaining payments go to son if CERTAIN 12 Symetra (A) $1,602 AGE 84 you pass prior to end of term Remaining payments go to son if CERTAIN 11 Symetra (A) $1,724 AGE 83 you pass prior to end of term Remaining payments go to son if CERTAIN 10 Symetra (A) $1,869 AGE 82 you pass prior to end of term

Certain 10

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Payment good Duration Company Monthly Guarantee Best Feature until CASH REFUND Lifetime Payments with Mutual of Omaha (A+) $1,116 DEATH (with death benefit) (any) remaining balance going to heirs LIFE ONLY Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment (no death benefit) Remaining payments go to son if CERTAIN 13 Symetra (A) $1,497 AGE 85 you pass prior to end of term Remaining payments go to son if CERTAIN 12 Symetra (A) $1,602 AGE 84 you pass prior to end of term Remaining payments go to son if CERTAIN 11 Symetra (A) $1,724 AGE 83 you pass prior to end of term Remaining payments go to son if CERTAIN 10 Symetra (A) $1,869 AGE 82 you pass prior to end of term

Process 1. Decide what plan you want 2. Apply over phone with me 3. We will wait for policy number(s) (24 to 48 hours) 4. With Policy numbers generated we can transfer each account into the annuity directly (I will show you how)