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 Duration Company Monthly Guarantee Payment good until Best Feature CASH REFUND (with death benefit) Mutual of Omaha (A+) $1,116 DEATH Lifetime Payments with (any) remaining balance going to heirs LIFE ONLY (no death benefit) Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment CERTAIN 13 Symetra (A) $1,497 AGE 85

Remaining payments go to son if you pass prior to end of term

CERTAIN 12 Symetra (A) $1,602 AGE 84

Remaining payments go to son if you pass prior to end of term

CERTAIN 11 Symetra (A) $1,724 AGE 83

Remaining payments go to son if you pass prior to end of term

CERTAIN 10 Symetra (A) $1,869 AGE 82

Remaining payments go to son if you pass prior to end of term

Cash Refund

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Duration Company Monthly Guarantee Payment good until Best Feature CASH REFUND (with death benefit) Mutual of Omaha (A+) $1,116 DEATH Lifetime Payments with (any) remaining balance going to heirs LIFE ONLY (no death benefit) Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment CERTAIN 13 Symetra (A) $1,497 AGE 85

Remaining payments go to son if you pass prior to end of term

CERTAIN 12 Symetra (A) $1,602 AGE 84

Remaining payments go to son if you pass prior to end of term

CERTAIN 11 Symetra (A) $1,724 AGE 83

Remaining payments go to son if you pass prior to end of term

CERTAIN 10 Symetra (A) $1,869 AGE 82

Remaining payments go to son if you pass prior to end of term

Life Only

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Duration Company Monthly Guarantee Payment good until Best Feature CASH REFUND (with death benefit) Mutual of Omaha (A+) $1,116 DEATH Lifetime Payments with (any) remaining balance going to heirs LIFE ONLY (no death benefit) Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment CERTAIN 13 Symetra (A) $1,497 AGE 85

Remaining payments go to son if you pass prior to end of term

CERTAIN 12 Symetra (A) $1,602 AGE 84

Remaining payments go to son if you pass prior to end of term

CERTAIN 11 Symetra (A) $1,724 AGE 83

Remaining payments go to son if you pass prior to end of term

CERTAIN 10 Symetra (A) $1,869 AGE 82

Remaining payments go to son if you pass prior to end of term

Certain 13

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Duration Company Monthly Guarantee Payment good until Best Feature CASH REFUND (with death benefit) Mutual of Omaha (A+) $1,116 DEATH Lifetime Payments with (any) remaining balance going to heirs LIFE ONLY (no death benefit) Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment CERTAIN 13 Symetra (A) $1,497 AGE 85

Remaining payments go to son if you pass prior to end of term

CERTAIN 12 Symetra (A) $1,602 AGE 84

Remaining payments go to son if you pass prior to end of term

CERTAIN 11 Symetra (A) $1,724 AGE 83

Remaining payments go to son if you pass prior to end of term

CERTAIN 10 Symetra (A) $1,869 AGE 82

Remaining payments go to son if you pass prior to end of term

Certain 12

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Duration Company Monthly Guarantee Payment good until Best Feature CASH REFUND (with death benefit) Mutual of Omaha (A+) $1,116 DEATH Lifetime Payments with (any) remaining balance going to heirs LIFE ONLY (no death benefit) Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment CERTAIN 13 Symetra (A) $1,497 AGE 85

Remaining payments go to son if you pass prior to end of term

CERTAIN 12 Symetra (A) $1,602 AGE 84

Remaining payments go to son if you pass prior to end of term

CERTAIN 11 Symetra (A) $1,724 AGE 83

Remaining payments go to son if you pass prior to end of term

CERTAIN 10 Symetra (A) $1,869 AGE 82

Remaining payments go to son if you pass prior to end of term

Certain 11

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Duration Company Monthly Guarantee Payment good until Best Feature CASH REFUND (with death benefit) Mutual of Omaha (A+) $1,116 DEATH Lifetime Payments with (any) remaining balance going to heirs LIFE ONLY (no death benefit) Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment CERTAIN 13 Symetra (A) $1,497 AGE 85

Remaining payments go to son if you pass prior to end of term

CERTAIN 12 Symetra (A) $1,602 AGE 84

Remaining payments go to son if you pass prior to end of term

CERTAIN 11 Symetra (A) $1,724 AGE 83

Remaining payments go to son if you pass prior to end of term

CERTAIN 10 Symetra (A) $1,869 AGE 82

Remaining payments go to son if you pass prior to end of term

Certain 10

Starting Income in 2 Years from PURE PENSION ARRANGEMENTS Duration Company Monthly Guarantee Payment good until Best Feature CASH REFUND (with death benefit) Mutual of Omaha (A+) $1,116 DEATH Lifetime Payments with (any) remaining balance going to heirs LIFE ONLY (no death benefit) Mutual of Omaha (A+) $1,352 DEATH Highest Lifetime Payment CERTAIN 13 Symetra (A) $1,497 AGE 85

Remaining payments go to son if you pass prior to end of term

CERTAIN 12 Symetra (A) $1,602 AGE 84

Remaining payments go to son if you pass prior to end of term

CERTAIN 11 Symetra (A) $1,724 AGE 83

Remaining payments go to son if you pass prior to end of term

CERTAIN 10 Symetra (A) $1,869 AGE 82

Remaining payments go to son if 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)