Comparative Annuity Reports - Immediate Annuities

Comparative Annuity Reports

Your guide to comparing data about Single Premium Immediate Annuity programs

September 2021 1-866-866-1999

parativeannuityreports/

Volume 42 Issue 9

SUMMARY OF IMMEDIATE ANNUITY PAYOUTS ? Comparative Annuity Reports, All Rights Reserved

Period (Term) Certain Only Average Highest

Single Life Only

Average Highest

Single Life with 10-Years Certain

Average

Highest

5-Year Pd. Cert. $ 1,672 $ 1,688

Male Age 60 $ 413

$ 431

Male Age 60

$ 408

$ 427

10-Year Pd. Cert $ 868 $ 897

Fem. Age 60 $ 395

$ 414 2

Fem. Age 60

$ 392

$ 411

15-Year Pd. Cert. $ 615 $ 639

Male Age 65 $ 471 $ 493

Male Age 65

$ 462

$ 483

20-Year Pd. Cert. $ 493 $ 511

Fem. Age 65 $ 445 $ 469

Fem. Age 65

$ 439

$ 460

25-Year Pd. Cert. $ 421 $ 440

Male Age 70 $ 546 $ 575

Male Age 70

$ 528

$ 555

30-Year Pd. Cert. $ 372 $ 390

Fem. Age 70 $ 510 $ 539

Fem. Age 70

$ 498

$ 524

Male Age 75 $ 658 $ 697

Male Age 75

$ 614

$ 642

Fem. Age 75 $ 605 $ 639

Fem. Age 75

$ 576

$ 606

0

Above figures are monthly income per $100,000 non-qualified premium in a non-premium tax state.

Important Disclaimers: No warranties are made about the information published in Comparative Annuities Report. All information published in this newsletter is subject to change without notice and may vary from state to state at time of publication. This information is not intended to create public interest in the sale of annuities. You should consult with a competent financial planner to determine whether an annuity is suitable for your financial situation.

Comparative Annuity Report Data on SPIA annuities are quoted monthly in Kiplinger's Retirement Report.

% Yield % Yield

18.00% 16.00% 14.00% 12.00% 10.00%

8.00% 6.00% 4.00% 2.00% 0.00%

1978

Yields for Moody's AAA Corp. Bonds and 10Yr. Treasury Notes

Updated September 2021 Copyright 2020 (800) 872-6684

10Yr. T-Notes Moody's Aaa Corp. Bond

1983

1988

1993

1998

2003

2008

2013

2018

18.00% 16.00% 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00%

2023

Expected Inflation Rate 10Yr. Treasury Notes minus 10Yr. TIP (Treasury Inflation Protected bond)

3.50%

Updated September 2021 Copyright 2020 (800) 872-6684

3.50%

3.00%

3.00%

2.50%

2.50%

% Yield % Yield

2.00%

2.00%

1.50%

1.50%

1.00%

1.00%

0.50%

0.50%

0.00%

0.00%

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

Est. Monthly Income for $100,000 Premium Moody's AAA Corporate Bond Yield

$700 $650 $600 $550 $500 $450 $400

Male 65 / Female 65

Life & 10 Years Certain Annuity Rates and Moody's AAA Corporate Bond Yield

Updated September 2021 Copyright 2020 (800) 872-6684

AVG. M65 10C&C ($/mo.)

AVG. F65 10C&C ($/mo.)

Moody's Aaa Corp. Bond

7.00% 6.50% 6.00% 5.50% 5.00% 4.50% 4.00% 3.50% 3.00% 2.50% 2.00%

Est. Monthly Income for $100,000 Premium Moody's AAA Corporate Bond Yield

$800 $750 $700 $650 $600 $550 $500 $450

Male 70 / Female 70

Life & 10 Years Certain Annuity Rates and Moody's AAA Corporate Bond Yield

Updated September 2021 Copyright 2020 (800) 872-6684

AVG. M70 10C&C ($/mo.)

AVG. F70 10C&C ($/mo.)

Moody's Aaa Corp. Bond

7.00% 6.50% 6.00% 5.50% 5.00% 4.50% 4.00% 3.50% 3.00% 2.50% 2.00%

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