Annuity Template1

Published on May 2016 | Categories: Documents | Downloads: 35 | Comments: 0 | Views: 219
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Fees used throughout this illustration
Mortality & Expenses (M&E)
SecureSource 3 - Single Life
Standard - Return of Purchase Payment (ROPP)
Contract Charge (if applicable)
Columbia VP - Managed Volatility Moderate Growth Fund
Fees used throughout this illustration
Mortality & Expenses (M&E)
Years 1-10
Years 11+
SecureSource 3 - Single Life
Standard - Return of Purchase Payment (ROPP)
Contract Charge (if applicable)
Columbia VP - Managed Volatility Moderate Growth Fund
Fees used throughout this illustration Current Fee Maximum Fee
Mortality & Expenses (M&E) 0.95% 0.95%
SecureSource 3 - Single Life 1.20% 2.25%
Standard - Return of Purchase Payment (ROPP) 0.00% 0.00%
Contract Charge (if applicable) $30 $50
Columbia VP - Managed Volatility Moderate Growth Fund
Fees used throughout this illustration Current Fee Maximum Fee
Mortality & Expenses (M&E)
Years 1-10 1.10% 1.10%
Years 11+ 0.95% 0.95%
SecureSource 3 - Single Life 1.20% 2.25%
Standard - Return of Purchase Payment (ROPP) 0.00% 0.00%
Contract Charge (if applicable) $30 $50
Columbia VP - Managed Volatility Moderate Growth Fund
1.05%
1.05%
Age Benefit Base Total Death
Benefit
56 $200,000 $200,000
58 $256,152 (S) $256,152
59 $271,521 (C) $253,883
64 $402,814 (S) $402,814
65 $445,515 (S) $445,515
Minimum Annual
Lifetime Payment
Hypothetical Net
Rate of Return
$6,000 (3%) 7.64%
$7,685 (3%) –0.89%
$10,861 (4%) 18.08%
$16,113 (4%) 10.60%
$22,276 (5%) 16.67%

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