Split INCOME Annuity with tax excluded income and fixed rate guaranteed accumulation! 5 Year sample!

Split Annuity Combo Annuity Rates December 11, 2024 Tax excluded Income with guarantee accumulation!

$500,000 Split Annuity for December 2024
(100% Cost basis | Non-Qualified Premium)

📈MYGA Premium $382,586 @ 5.50% = $500,000 after 5 years

💵SPIA Premium $117,432 = $2,164.86 monthly with a 90.41% tax exclusion ratio.

THE BASICS OF A COMBO/SPLIT ANNUITY    • Combo Split Annuity How & Why It Work...  

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IMPORTANT INFORMATION

This material is for informational, educational & entertainment purposes.

It is not a recommendation to buy, sell, hold or rollover any asset.

It does not take into account the specific financial situation, investment objectives, or insurance need of an individual person.

Withdrawals may be subject to ordinary income taxes and, if made prior to age 59½, may be subject to a 10% IRS penalty.

Surrender charges may also apply for early or excess withdrawals.

All guarantees are backed by the claims-paying ability of the issuer.

Products are available only in all states where approved.

Please note that most SPIA quote rates are valid for 7 days.

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