brand new higher rate has been released for 5 year single premium deferred annuity. Current best rate available. Year one rate including bonus 6.70% years 2-5 guarantee rate 4.70 with a combined 5 yr rate of 5.09%. This is a tax deferred product so you get no 1099 form until you begin to withdraw money.
Understand that the rate is subject to change until policy is written. Rate usually change once a month but may occasionally change more often.
How does this compare to national bank CD rates. I checked Bankrate.com today and found the national overnight rate on a 5 yr CD was 4.15% and that compares to a rate of 4.16 last week. These rates are taxable rates and you get a 1099 form for this years taxes.
Showing posts with label Single Premium Deferred annuity. Show all posts
Showing posts with label Single Premium Deferred annuity. Show all posts
Thursday, August 14, 2008
Friday, June 27, 2008
Current Best Rates Available
June 27th 2008 Subject: _____________ Current Top Interest Rates Available
Bank CD rates are Dropping. Why? Our Best rates are increasing!
We specialize in Risk Free SAFER MONEY financial products
A possible retirement strategy for a portion of your nest egg
with a 10 year product you could withdraw 5.6% per year for 10 years and still be guaranteed
to have as much at the end of 10 years as you contributed day 1
Example 1 Contribute $200,000 day one
On anniversary date year 1-10 withdraw $11,000 per year. This equals $110,000 withdrawn.
Then Walk away with over $200,000 guaranteed!
Then we could take another portion of your nest egg and put it in a tax deferred vehicle and just let it grow for 10 year
Example 2 Client currently 45 yr old
$200,000 growing tax deferred for 10 years = Income account Value $400,000
$200,000 growing tax deferred for 20 years = Income account Value $800,000
then at age 65 take the $800,000 and turn it into a lifetime income you cannot outlive!!
Our best fixed rates are increasing
For $25,000 and up
5 year guaranteed rate 5.2%
6 year guaranteed rate 5.3%
10 year guaranteed rate 5.6%
Also offers 10% liquidity per year penalty free after year one
Earning grow tax deferred
Inquire about Product availability in your state
How can we help you?
All products offered are only offered after review of product suitability for your needs, consumer brochures and appropriate disclosures
Contact us by visiting our website
www.columbusfinancialplanningpros.com
Bank CD rates are Dropping. Why? Our Best rates are increasing!
We specialize in Risk Free SAFER MONEY financial products
A possible retirement strategy for a portion of your nest egg
with a 10 year product you could withdraw 5.6% per year for 10 years and still be guaranteed
to have as much at the end of 10 years as you contributed day 1
Example 1 Contribute $200,000 day one
On anniversary date year 1-10 withdraw $11,000 per year. This equals $110,000 withdrawn.
Then Walk away with over $200,000 guaranteed!
Then we could take another portion of your nest egg and put it in a tax deferred vehicle and just let it grow for 10 year
Example 2 Client currently 45 yr old
$200,000 growing tax deferred for 10 years = Income account Value $400,000
$200,000 growing tax deferred for 20 years = Income account Value $800,000
then at age 65 take the $800,000 and turn it into a lifetime income you cannot outlive!!
Our best fixed rates are increasing
For $25,000 and up
5 year guaranteed rate 5.2%
6 year guaranteed rate 5.3%
10 year guaranteed rate 5.6%
Also offers 10% liquidity per year penalty free after year one
Earning grow tax deferred
Inquire about Product availability in your state
How can we help you?
All products offered are only offered after review of product suitability for your needs, consumer brochures and appropriate disclosures
Contact us by visiting our website
www.columbusfinancialplanningpros.com
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