



The ideal allocation will depend on an individual's risk tolerance, time horizon, and financial goals
In Stock
$34.99
$29.99
Shipping and Returns Policy
- Deliver to United States » Shipping Policy «
- - Shipping Cost: $5.99
- - Handling time: 2-3 business days
- - Transit time: 7-10 business days
- Eligible for » Returns & Refund Policy « within 30 days from the date of delivery
Find similar items here:
what is an immediate annuity Informational
- Not understanding the tax implications of the annuity
- A portion of the guaranteed income from an immediate annuity can be allocated to cover healthcare expenses
- What are the fees associated with purchasing an immediate annuity
- With a fixed immediate annuity, the principal itself does not grow; instead, it is used to fund the guaranteed income stream
- Has the popularity of immediate annuities increased or decreased in recent years
- How can you integrate an immediate annuity into a diversified retirement income portfolio
- What is the exclusion ratio for an immediate annuity
- What is the difference between an immediate annuity and a deferred annuity
- The exclusion ratio is calculated based on the purchase price and the expected total payout of the annuity
- Advisors have an ethical obligation to act in their clients' best interests and ensure that annuity recommendations are suitable based on their individual circumstances, financial goals, and risk tolerance
-
Next Day Delivery by USPS
Find out more
Order by 9pm (excludes Public holidays)
$11.99
-
Express Delivery - 48 Hours
Find out more
Order by 9pm (excludes Public holidays)
$9.99
-
Standard Delivery $6.99 Find out more
Delivered within 3 - 7 days (excludes Public holidays).
-
Store Delivery $6.99 Find out more
Delivered to your chosen store within 3-7 days
Spend over $400 (excluding delivery charge) to get a $20 voucher to spend in-store -
International Delivery Find out more
International Delivery is available for this product. The cost and delivery time depend on the country.
You can now return your online order in a few easy steps. Select your preferred tracked returns service. We have print at home, paperless and collection options available.
You have 28 days to return your order from the date it’s delivered. Exclusions apply.
View our full Returns and Exchanges information.
Our extended Christmas returns policy runs from 28th October until 5th January 2025, all items purchased online during this time can be returned for a full refund.
No reviews yet. Only logged in customers who have purchased this product may leave a review.