Split Combo Annuity Illustrations May 2022. Tax excluded income and tax deferred accumulation.

The Split / Combo Annuity combines two fixed annuities to provide a guaranteed income stream while allowing the principal to grow tax-deferred.

The two side to a Split/Combo annuity are Income and Growth.

Income side: a non-qualified single premium immediate annuity (SPIA) can offer a tax exclusion benefit that will reduce the taxable amount of an income payment received. The SPIA income payment is guaranteed and will not fluctuate over the term of the split annuity.

Growth Side: a multi-year guarantee (MYG) tax-deferred annuity is used. The interest rate on a MYG annuity is guaranteed and will not fluctuate over the term of the split annuity.

Split / Combo Annuities are an excellent way to postpone taking Social Security in order to maximize benefits.

Split / Combo Annuities are 100% guaranteed, the numbers will not change.

Split / Combo annuities offer full value death benefits. The income side will continue to pay a beneficiary. The Growth side can be continued, in most cases, or lump sum cashed out at the full accumulation value at the time of such distribution.

Split / Combo are insurance products with very low load/commission. This allows for a better income payout and growth interest rate for the annuity owner and annuitant.

Get a Split Annuity illustrated for you here: https://fixedannuitiesandlife.com/deferred-annuity-quotes#0d65e0bd-c65d-4797-8dfb-53178a30a78d

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