Discover Why People From All Over The USA Choose The McLeod Agency For Their Fixed Index Annuity Needs. The rollover of an IRA to an annuity is tax free.



Equity Indexed Annuity Spreadsheet, Analysis and Comparison Form

 Fixed Annuity Company Name:            
            
           
 
           
 
 Product Name:
    
 What is the guaranteed minimum interest rate?    
 What is the participation rate? For how long?    
 Is there a minimum participation rate?    
Does my contract have an interest rate cap? What is it?    
 Is interest rate averaging used?  How does it work?    
 Is interest compounded during a term?    
  Is there a margin, spread or administrative fee? Is that in addition to or instead of a participation rate?    
 What indexing method is used in my contact?    
  What are the surrender charges or penalties if I want to end my contract early and take out all of my money?    
Current fixed rate?    
Does my contract offer an annual 10% Penalty-free Withdrawal afer the first contract anniversary?
   
Does my contract have a bonus rate?
Can I have access to the bonus, without annuitization?
             
             
            
            

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