What if you could offer your clients 8.15% guaranteed for 3 years with a taxable investment today? Would they jump on that opportunity?
Assuming a 35% client tax bracket, that 8.15% rate is the same as a 5.30% guarantee for 3 years on a tax deferred annuity!
See below for a comparison:
Tax Deferred Annuity
Taxable Investment
Year
Deposit
Yield
Annual Gain
Yearend Value
Year
Deposit
Yield
Annual Gain at 35% tax Bracket
Yearend Value
1
$100,000.00
5.30%
$5,300.00
$105,300.00
1
$100,000.00
8.15%
$5,297.50
$105,297.50
2
5.30%
$5,580.90
$110,880.90
2
8.15%
$5,578.14
$110,875.64
3
5.30%
$5,876.69
$116,757.59*
3
8.15%
$5,873.64
$116,749.27
Contact us for details on how to take advantage of this incredible rate environment!
*16,757.59 remains tax deferred until withdrawn