
ANNUITIES: FREQUENTLY ASKED
QUESTIONS
Q: HOW MUCH DO I NEED FOR MY
INITIAL DEPOSIT, AND DO I HAVE TO MAKE DEPOSITS REGULARLY?
A: Deposits: An annuity may be opened for any
amount, with a minimum deposit of$300. Additional deposits may be made
for any amount, at any time, and accumulate interest from the date they
are deposited. It is not necessary to make additional deposits to
continue the annuity in force.
Q: CAN I APPLY REGARDLESS OF MY
HEALTH OR AGE?
A: Yes. We have no restrictions
for opening an annuity related to your health or age.
Q: HOW DO I RECEIVE PERIODIC
PAYMENTS?
A: Periodic Payments: The owner of the annuity
policy (the annuitant) selects a settlement option, thereby choosing to
receive periodic payments from the accumulated principle and interest on
the date selected by the annuitant, but no earlier than age 59 ½
without a federal tax penalty. An annuitant can choose to receive
payments for life.
Q: WHAT ARE MY SETTLEMENT
OPTIONS?
A: The annuitant may choose from
a variety of settlement options. Included are:
Q: WHAT IF THE ANNUITY OWNER
DIES?
A: The death benefit is paid directly to
the named beneficiary, avoiding costs, delays and probate. The annuity
beneficiary receives the full cash value of the annuity if you die prior
to settlement. If you die while receiving retirement benefits, the
remaining value of your guaranteed benefits will be paid to your
beneficiary.