What is the Cost of Waiting?

Help your clients transform their retirement dreams into reality!

News Image 06-10-2014

What is the Cost of Waiting?
If your clients are waiting for interest rates to go up, they may be missing out!

What Are Your Clients Waiting For?
Even in a low interest rate environment, an annuity’s compounded growth and tax-deferral can grow savings faster than you might think. If your clients are waiting for interest rates to go up before buying an annuity, they may be missing out!

If they put $100,000 into a 5-year guaranteed annuity paying 2.00%, they would be guaranteed $110,408 at the end of five years, assuming no withdrawals..

That’s tax-deferred, compounded growth, a minimum guaranteed return and flexible access to their money along the way! Few investments can compete with this blend of safety, growth and flexibility.

Here’s Another Way to Look at It
If they wait just ONE year before buying an annuity, their $1000,000 will have to earn 2.51% annually for four years to catch up with the annuity earnings of $110,408.

If they wait TWO years before buying an annuity, their $100,000 will have to earn 3.36% for three years to achieve the same $110,408 you would have been guaranteed had they owned the annuity all along.

A fixed annuity may be just the solution to meet your clients’ financial needs. BUA offers a variety of annuities and options so you can select the one that fits their lifestyle and helps achieve their financial goals.

Help your clients transform their retirement dreams into reality!
Contact The Annuity Team at BUA for more information, case design assistance and the latest rates.


A deferred annuity can provide principal protection, no matter what’s happening on Wall Street.

Tax-Deferred Annuities – It’s not what you earn, it’s what you keep!

AgentSuite

Contact

BUA Annuity Team
Phone: 330-576-1100
800-792-6795
info@buaweb.com