Payout Annuities
Payout Annuities
A payout annuity can be used as a guaranteed income. It can be used for short or long-term income needs. It can also cover fixed expenses in retirement or give guaranteed income that is not affected by interest rates or market fluctuations. Payout annuities can also be used for converting registered savings to income.
Notable Features
- Registered, non-registered, pension and locked-in monies
- Indexed payments
- Prescribed and non-prescribed tax treatment (non-registered annuities)
- Guarantee periods
- Potential for creditor protection
- Flexibility
Payout Annuity Options
There are lots of payout annuity options available. Each gives the opportunity to build a retirement income solution based on personalized financial goals.
- Life Annuity
- Annuity Certain (non-registered only)
- Annuity Certain to age 90
- Joint and Survivor
- Joint and Survivor (with reducing payments)
If you would like to order paper copies, click here for the Savings and Retirement Supply Order Form.
| Form Number | Cover | Marketing Material Name | Available Languages | Product |
|---|---|---|---|---|
| 0455 |
|
Annuity Settlement Option File |
FR | |
| 0355 |
|
Payout Annuity Application (2022/03/08) File (fillable/savable) |
FR | |
| 0687 |
|
Payout Annuity Quote Template (2014/03/06) File Available in PDF only (fillable/savable) |
FR |
If you would like to order paper copies, click here for the Savings and Retirement Supply Order Form.
| Form Number | Cover | Marketing Material Name | Available Languages | Product |
|---|---|---|---|---|
| 1244 |
|
Payout Annuities Client Brochure File Equitable Life Payout Annuities offer a simple, yet effective solution that will work to meet your individual needs. |
FR | |
| 1369 |
|
Payout Annuities Product at a Glance File A Payout Annuity is a lump sum investment that provides guaranteed income. |
FR | |
| 1947 |
|
Payout Annuity Interest Rate Guarantees (Advisor) File When you request a rate guarantee, you are guaranteeing the interest rate, not the dollar amount of the annuity payment. (Available in PDF only) |
FR | |
| 1507 |
|
Payout Annuity Rate Guarantees File A rate guarantee locks in the interest rate that will be used to calculate the income payment. (Available in PDF only) |
FR | |
| 1511 |
|
Prescribed Annuities: Tax-Efficient Retirement Income File Prescribed Annuities: Tax-Efficient Retirement Income |
FR |
Share articles using your Facebook, Twitter or LinkedIn account.
| Article | |||
| Does a payout annuity fit your retirement plan? When you reach retirement, your focus shifts from saving money to spending money. Now before you get too excited, what I mean by spending money is that you are pulling the money out of your account for living expenses. Let me see if I can be clearer. |
.png?width=30&height=31 "facebook-(2).png") |
.png?width=30&height=30 "Twitter-(1).png") |
.png?width=30&height=29 "LinkedIN-(1).png") |
If you would like to order paper copies, click here for the Savings and Retirement Supply Order Form.
| Form Number | Cover | Marketing Material Name | Available Languages | Product |
|---|---|---|---|---|
| 1638 |
|
Equitable Life's Competitive Advantage File Advisors are making Equitable Life their first choice for Savings and Retirement products... here’s why |
FR | |
| 1947 |
|
Payout Annuity Interest Rate Guarantees (Advisor) File When you request a rate guarantee, you are guaranteeing the interest rate, not the dollar amount of the annuity payment. (Available in PDF only) |
FR | |
| 1514 |
|
Gradual Inheritance Strategy File When electing this option, you are requesting that the death benefit proceeds payable at your death are used to purchase an annuity for your beneficiary(ies). |
FR |
|
.jpg?width=400&height=309 "Online-Annuity-Quote-public-page-(2).jpg") |