A superior risk-free return on your savings
MUM’s gift annuities are fully guaranteed by major insurance companies rated “Superior” by A.M. Best, including:
|ANNUAL RETURN ON INVESTMENT||GUARANTEED QUARTERLY PAYMENTS||GUARANTOR’S FINANCIAL STRENGTH RATING OF SUPERIOR||TAX-FREE INCOME AND DEDUCTION||SUPPORTS MUM EXPANSION|
|MUM Gift Annuity||4.70%||yes||yes||yes||yes|
|Five year Jumbo CD||0.86%||no||some||no||no|
|Five year T-bond||1.66%||no||yes||no||no|
- ANNUITY: Return for person age 65 on a single-life annuity. Rates range from 3-9% depending on age and whether for one or two people.
- CD Source: Bankrate, US national average, 1/27/16.
- T-BOND Source: Bankrate, 1/27/16.
How it works:
- You make a donation for an annuity (min. $20,000)
- You receive quarterly and annuity payments at a rate much higher than other secure investments such as CDs and treasury bonds
- Payments continued throughout your lifetime – and if applicable, your spouses as well
- Your income is fully guaranteed by a top-rated insurance company
- You receive major tax benefits
- A major portion of your annuity income is tax-free
To get started:
See our user friendly Gift Annuity calculator page:
For more details:
Contact Nick Rosania at 641-472-1180, or send an email to email@example.com