Just like cars, cell phones, and other forms of technology evolve over time to include enhanced features, benefits and more...

So do financial solutions!

Likewise, financial goals and needs tend to evolve as well.

As such, we want to ensure that the financial solutions we have implemented are not only current based on your needs as of today, we want to ensure that you have the optimal financial solution in place as well.

To help analyze what you have today and what potential solutions might look like, we have put together this report so you can easily see what your options are.

But remember, you're not in this alone! As questions come up, because I guarantee they will, do not hesitate to ask!

It is my genuine pleasure to be your financial guide.

-Kara Stewart

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Nationwide

Allianz ABC

Allianz ABC

Immediate Income:

Income at Age 65:

Income at Age 75:

Income at Age 85:

Nationwide

Allianz ABC

Allianz ABC

Initial Bonus:

N/A

25% on New Money within 18 months of effective date

25% on New Money within 18 months of effective date

Ongoing Bonus:

7% - Stops once income is taken or after 10 years

Option 1: Balanced = 150% Option 2: Accelerated = 250% - Once income is elected, balanced bonus remains for the life of the contract

Option 1: Balanced = 150% Option 2: Accelerated = 250% - Once income is elected, balanced bonus remains for the life of the contract

Fee:

1.1%

None

None

Years 1-7 = 7% | Years 8+ = 10%

Penalty Free Withdrawal

10%

10%

Income Benefit Access

After One Year

Immediate

Immediate

Death Benefit

Greater of: Account Value + Appreciation OR Protected Income Value

Great of: Account Value + Appreciation OR Cash Surrender Value

Greater of: Account Value + Appreciation OR Protected Income Value

Long-Term Care

Waiver of penalty if confined to a nursing facility or terminal illness

Income doubler for home, assisted, or skilled facility until PIV is depleted, then regular income resumes

Income doubler for home, assisted, or skilled facility until PIV is depleted, then regular income resumes

Increasing Income

N/A

Available

Available

1, 2, 5 Year Options Available

3 Years

Crediting Options

1, 2, 5 Year Options Available

3%

N/A

Fixed Account

3%

??

Payout Factors

Age 60-69 Single: 4.25% Joint: 3.75% Age 70-79 Single: 4.75% Joint: 4.25% Age 80+ Single: 5.25% Joint: 4.75%

Age 60-69 Single: 4.25% Joint: 3.75% Age 70-79 Single: 4.75% Joint: 4.25% Age 80+ Single: 5.25% Joint: 4.75%