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Article 99 - Split Annuity Strategy

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Created on October 20, 2022

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Transcript

Deferred Annuity

$330,000

$300,000

Rebuilds principal to $296,700

$270,000

$240,000

$210,000

$180,000

10

Years

Immediate Annuity

$120,000

$90,000

Generates $1,117/month income

$60,000

$30,000

$0

10

Years