Our assumptions

In order to simplify this estimator, we have made some additional assumptions on your behalf that, when combined with the inputs you have given us, result in the numbers presented here.

The assumptions that we have made on your behalf are:

• The owner(s) is also the annuitant(s)
• Payments will be made monthly
• The annuity purchase date is 7 days from today
• You receive your first income payment one month after the purchase date

When you work with a representative you can modify the assumption criteria to customize your income to your specific needs. It is possible to:

• Have a different income payment frequency (e.g., quarterly or annually)
• Choose a different income start date
• Choose an annual increase other than 2%
• You can also use after tax sources such as mutual funds or stocks.

Modifying the above assumptions can result in a different income payout

Some other important factors are:

• Rates are subject to change.
• The estimates displayed here are rounded to the nearest whole dollar
• To replicate the income payment, the same investment amount used to get an estimate must be used to fund the annuity
• The payments do not reflect the impact of taxes.