This is a snapshot of an illustrated annuity's performance over time. For a complete carrier illustration and full Income Report, call (888)543-3776 or email

  • Hover over the "i" for each field to get more info about that field
  • Bucket 1 "Cash Account" is your annuity accumulation value with any credited interest your account has received
  • Bucket 2 "Income Account" is the account used to calculate your guaranteed lifetime income stream
  • Income must begin starting at age 60 or later for the calculator
  • The indexed interest is based on actual index performance during the most recent 10-calendar year period for the first 10 years. In all later years, we repeat the index performance from the first 10-year period.
  • Full calculator disclosure listed on the last page of the pdf