Tom (Age 75)
Fixed Annuity Example
- Recently diagnosed with early stage Parkinson’s and needs to prepare for
additional expenses that may arise.
CDs
$
0
Stocks and Bonds
$
0
Checking
$
0
$
0
Fixed Index Annuity Income Account Value
Age 80
$
0
Income Account Value
Age 85
$
0
Income Account Value
Tom's Strategy
Guaranteed Lifetime Income: $29,700
Enhanced Liquidity for Unexpected Expenses: $59,400
- Home Repairs
- Healthcare Expenses
- Auto Expenses
Guaranteed Lifetime Income: $42,700
Enhanced Liquidity for Unexpected Expenses: $85,400
- Home Replairs
- Healthcare Expenses
- Auto Expenses