Tyson Trained Advisor Comparison
Prepared for:
Dave Puentes
Current Annuity: Allianz 222
Date Issued: Friday, December 23, 2016
Tax Status: IRA
Protected Income Value: $148,930.96
Accumulation Value: $120,046.43
Surrender Value: $117,861.59
Just like cars, cell phones, and other forms of technology evolve over time to include enhanced features, benefits and more...
So do financial solutions!
Likewise, financial goals and needs tend to evolve as well.
As such, we want to ensure that the financial solutions we have implemented are not only current based on your needs as of today, we want to ensure that you have the optimal financial solution in place as well.
To help analyze what you have today and what potential solutions might look like, we have put together this report so you can easily see what your options are.
But remember, you're not in this alone! As questions come up, because I guarantee they will, do not hesitate to ask!
It is my genuine pleasure to be your financial guide.
-Kara Stewart
Based on our recent conversations, we are looking to solve for maximum immediate income. As such, we want to make sure we explore all options that will help you reach your financial goals in both the short AND long-term.
American General Power Select Income
Option 2 Not Applicable
Allianz 222
Immediate Income:
Single: $7,446.55 Joint: $6,701.89
Immediate Income Not Applicable
$8,704
Not Applicable
Projected Income at Age 65:
A65 Income Not Applicable
Not Applicable
Projected Income at Age 75:
Not Applicable
Not Applicable
A75 Income Not Applicable
Option 2 Not Applicable
American General Power Select Income
Allianz 222
Initial Bonus:
40% on new money within the first year of the effective date
Initial Bonus Not Applicable
Lifetime Income Plus Flex
Ongoing Bonus:
150%
Ongoing Bonus
No Ongoing Bonus
Fee:
None
1.10%
Fee Not Applicable
10%
Penalty Free Withdrawal
7.35% of Income Base Annually
Penalty Free Withdrawal Not Applicable
Income Benefit Access
After 10 Years
Immediate
Income BA Not Applicable
Death Benefit
Greater of Contract Value or Minimum Withdrawal Value
Greater of: Account Value + Appreciation OR Protected Income Value
DB Not Applicable
Long-Term Care
Income doubler for home, assisted, or skilled facility until PIV is depleted, then regular income resumes.
LTC Not Applicable
No Long-Term Care
Increasing Income
Available
Not available
Increasing Income Not Applicable
1 Year
1, 2, 5 Years Available
Crediting Options
1 Year
1.75%
1.6%
Fixed Account
Fixed % Not Applicable
Age 60-69 Single: 5.0% Age 60-69 Joint: 4.50% Age 70-79 Single: 5.50% Age 70-79 Joint: 5.0% Age 80+ Single: 6.0% Age 80+ Joint: 5.50%
Payout Factors
Payout Factors Not Applicable
Immediate Joint: 7.35%
-Kara Stewart
Tyson Trained Advisor Comparison
Animal Shelter Cage Card Template
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Fill out pet adoption agreements on any device. No more messy paper forms. Great for animal shelters. Collect contact details, signatures, and more.
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Animal Surrender Template
Create an animal surrender form for your shelter. Easily customized. Works on any device — iOS and Android friendly. Collect signatures. No coding.
Pet Adoption Letter Template
Create a standard pet adoption letter for your pet rescue center. Signable on desktop, tablet, and mobile devices. Drag and drop to design. Converts to PDF.
Free Pet Adoption Certificate Template
This Free Pet Adoption Certificate Sample has the name of the adopter, name of the pet, date, and signature. You can print this Pet Adoption Certificate Template and give it to the adopter.
These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.