Please enter the annuitants state of legal residence*
Primary Annuitant's Date of Birth* (mm/dd/yyyy):
These options are based on your life expectancy. They ALL will pay you an income for as long as YOU live. Some of the options have guarantees built into them thereby assuring someone, (you or your beneficiary) that they will receive a guaranteed mimimum amount.
Life Income Options
Payments will continue for the rest of your life. Upon your death all payments will stop. This is NOT an option you should choose if you want to leave some money to your beneficiary.
Life and Period Certain Life and period certain means payments will continue for the rest of your life, but for no less than the stated number of years. If you should die before the end of the stated number of years, your beneficiary would continue to receive the payments for the remainder of those years.
if you chose this option you must select a guarantee period of at least 5 but no more than 50 years
Life with Cash Refund Payments will continue for the rest of your life. If you should die before you have been repaid your inital investment, the balance of your inital investment will be paid in a Single Sum to your beneficiary.
Life with Guaranteed Minimum Payments will continue for the rest of your life. If you die before you have been repaid your inital investment, payments will continue to your beneficiary until the balance of your investment has been paid.
Guaranteed Income Option
This option IS NOT based on your life expectancy. You or your beneficiary are guaranteed to be paid for a specific time period.
Period Certain Your or your beneficiary are guaranted to be paid your principal and interest over the number of you years you elect.
If selected, must be at least 3 but not more than 50 years.
Source of Funds
Qualified Funds The source of Funds are from a 401(k) Plan, TSA, IRA etc.
Non-Qualified Funds NonQualified Funds
The source of Funds are from Saving, CD's etc.
Frequency of Payment
-- Choose One --
When will payments begin?
-- Choose One --
Amount of Premium
Please calculate an income based on a Single Payment of
Please calculate the Amount Required to produce an income of
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