Split Annuities

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Split annuities have been a large part of Annuity Investments Group’s portfolio for years. They offer the unique ability to generate high monthly income with a guarantee of your principal back at maturity. Here’s how split funded annuities work.

Let’s say you have 100,000.00 to invest, we invest 61,570 into an 8 year fixed annuity. At the end of 8 years, 61,570 invested at 6.25% will grow to 100,000.00 tax deferred! In the meantime, we invest 38,430 into an immediate annuity that instantly begins to pay you monthly tax free checks of 485.37 every month for 8 years. As you can see, this is a great way to have your cake and eat it too!!!

One of our Specialists can explain the split annuity concept to you in more detail and give you a quote right over the phone. Call today to see how much you can receive every month!

Split annuities have been a large part of Annuity Investments Group’s portfolio for years. They offer the unique ability to generate high monthly income with a guarantee of your principal back at maturity. Here’s how split funded annuities work.

Let’s say you have 100,000.00 to invest, we invest 61,570 into an 8 year fixed annuity. At the end of 8 years, 61,570 invested at 6.25% will grow to 100,000.00 tax deferred! In the meantime, we invest 38,430 into an immediate annuity that instantly begins to pay you monthly tax free checks of 485.37 every month for 8 years. As you can see, this is a great way to have your cake and eat it too!!!

One of our Specialists can explain the split annuity concept to you in more detail and give you a quote right over the phone. Call today to see how much you can receive every month!

Example of a Split Annuity

Example of a Split Annuity