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Q. What is a secondary market annuity?

A. A secondary market annuity (aka 'SMA') refers to a transaction in which the current owner of an income annuity sells his future income steam to a third-party in exchange for a lump-sum payment. Annuity income streams most commonly originate from lawsuit settlements, lottery winnings, or immediate annuities.

Q. Why are the interest rates on secondary market annuities so high?

A. The yields on a secondary market annuity are often higher than the interest rates on an immediate annuity because the current owner of the secondary market annuity is willing to sell his income stream at a discount to receive quick cash today.

Q. If I buy a secondary market annuity is my interest rate guaranteed?

A. Yes, the secondary market annuity income stream is guaranteed by the financial strength of the insurance company or state lottery commission that originally issued the annuity.

Q. If I buy a secondary market annuity is it covered by my State Guaranty Association?

A. No, SMA's are not covered by your state guaranty association. However, immediate annuities, deferred annuities, deferred income annuities, and fixed index annuities are all covered by your state guaranty association.

Q. How is the yield on a secondary market annuity determined?

A. The yield on a secondary market annuity is based on when the particular secondary market annuity makes its first payment and the length of time during which the income stream continues to be paid. In most cases, secondary market annuities with deferred (delayed) starting dates and longer payment periods offer higher yields.

Q. What are the typical terms and purchase amounts for an SMA?

A. The typical purchase price of a secondary market annuity varies between $50,000 and $500,000, but can be higher or lower. The purchase amount is determined by what the current annuity owner will accept as payment and what a buyer is willing to pay. The terms can range between 1 and 35 years, but most are between 5 and 20 years.

Sometimes, you need to buy multiple smaller contracts in order to achieve a target income stream.

Q. Who are the parties to a secondary market annuity transaction?

A. The following parties are typically involved in a secondary market annuity transaction: the insurance company (or state lottery commission) which originally issued the annuity, the present owner of the annuity ("Seller"), the payee ("Buyer"), the factoring company, and the payment servicing company. Once the deal is completed the Buyer becomes the assignee of the Seller.

Q. Who governs secondary market annuity transactions?

A. A secondary market annuity transaction is usually governed by state laws and requires approval by a state court. A judge usually reviews the proposed transaction and grants approval when he believes it is in the best interests of the current owner.

Q. Who pays me the promised income?

A. In most cases, ongoing income payments will be made by the insurance company through the payment servicing company. If the income stream being purchased was originally a lottery payout, then the state lottery commission will continue payments to the buyer.

Q. Can I transfer or sell these payments later on?

A. The new buyer's rights in the secondary market annuity are typically not transferable, meaning once the first sale has been completed, the new owner must retain the contract for the duration of the income stream.

Q. Are secondary market annuities considered safe investments?

A. Secondary market annuities are financial obligations of the issuing insurance company. Continued payments are under court order and failure to continue payments is deemed contempt of court.

Q. Are there any drawbacks to secondary market annuities?

A. First and foremost, secondary market annuities are not liquid investments. Once the court order is in place and the payments are transferred to you, you cannot undo the transaction. Also, there is no opportunity to take a withdrawal from your secondary market annuity other than the contractually specified payments.

Additionally, secondary market annuities take some time to place and occasionally contracts are not approved by the court. This happens for a variety of reasons usually relating to the seller.

Q. What documents do I receive as a secondary market annuity buyer?

A. When a secondary market annuity transaction is settled the buyer typically receives the following documents called the "closing book": a letter of benefits from the seller demonstrating that the seller has the right to sell the annuity; a due diligence document proving that no other financial claims exist to that income stream; an official court order and acknowledgment letter demonstrating that the income stream has been transferred to the buyer.

Q. Who is a typical secondary market annuity investor?

A. Investors seeking above average returns with limited portfolio risk are ideal secondary market annuity investors. SMAs are excellent alternatives to bank issued CDs and other traditional fixed income investments. Secondary market annuity investors should also have a strong financial position and sufficient liquidity to be able to invest a suitable portion of their net worth into this type of illiquid investment.

Q. Can I purchase a secondary market annuity with IRA monies?

A. Yes. Self-directed IRAs provide a platform for investors to diversify their portfolio into traditional and non-traditional assets. Currently, self-directed IRA funds may be utilized to invest into SMAs. When completing this transaction using qualified funds, it is essential that it is conducted properly in order to maintain the IRA's favorable tax status.

The annuities on this page are listed in the order of their 'Starting Dates'. To change the order, simply click any blue button (Company, Start Date, Cost, Payout, Rate, or Status) at the top of the table. You can also hide or show details for any row by clicking the orange button(s) on the left.

-- You can reserve any SMA marked 'No Deposit' or 'In Stock' in the 'Status' column with no money down! To reserve an SMA, click the yellow 'Get More Info' button, or, call 800-872-6684 (M-F, 9-5 eastern). We'd be happy to answer any questions.

SECONDARY MARKET ANNUITIES (?)No deposit required for Secondary Market Annuity products with a Status 'In Stock' or 'No Deposit'. These are available for purchase immediately.

August 28, 2014 (sorted by Start Date)
(?)If the company name is followed by (?) you can see the company's AM Best rating by putting your mouse over the (?).
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- MetLife (?)AM Best Rating: A+2014-01-01$151,527$252,7915.00 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2014-01-01$762.00240 monthly payments2036-12-01None
2017-09-18$10,000.001 lump sum2017-09-18None
2020-09-18$15,000.001 lump sum2020-09-18None
2023-09-18$20,000.001 lump sum2023-09-18None
2026-09-18$25,000.001 lump sum2026-09-18None
- National Life2014-09-01$29,609$35,7004.00 %Pre-order (d)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2014-09-01$300.00119 payments2024-07-01None
- Pacific Life (?)AM Best Rating: A+2014-10-01$343,831$483,9504.50 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2014-10-01$2,242.00198 monthly payments2031-03-01None
2016-03-31$10,000.001 lump sum2016-03-31None
2021-03-31$10,000.001 lump sum2021-03-31None
2026-03-31$10,000.001 lump sum2026-03-31None
2031-03-31$10,000.001 lump sum2031-03-31None
- Monumental Life2014-10-14$14,358$16,3013.50 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2014-10-14$167.006 monthly payments2015-01-14None
2015-02-14$172.0084 monthly payments2022-01-143.00% Annual Increase
- American General (?)AM Best Rating: A2014-10-30$260,012$447,4534.57 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2014-10-30$553.008 monthly2015-05-30None
2015-06-30$660.0012 monthly2016-05-31None
2016-06-30$770.0012 monthly2017-05-31None
2017-06-30$883.0012 monthly2018-05-31None
2018-06-30$999.0012 monthly2019-05-31None
2019-06-30$1,119.0012 monthly2020-05-31None
2020-06-30$1,243.0012 monthly2021-05-31None
2021-06-30$1,370.0012 monthly2022-05-31None
2022-06-30$1,501.0012 monthly2023-05-31None
2023-06-30$1,636.0012 monthly2024-05-31None
2024-06-30$1,775.0012 monthly2025-05-31None
2025-06-30$1,919.0012 monthly2026-05-31None
2026-06-30$2,066.0012 monthly2027-05-31None
2027-06-30$2,218.0012 monthly2028-05-31None
2028-06-30$2,375.0012 monthly2029-05-31None
2029-06-30$2,536.0012 monthly2030-05-31None
2030-06-30$2,702.0012 monthly2031-05-31None
2031-06-30$2,873.0012 monthly2032-05-31None
2032-06-30$3,049.0012 monthly2033-05-31None
2033-06-30$3,231.0012 monthly2034-05-31None
2034-06-30$3,418.007 monthly2034-12-31None
- MetLife (?)AM Best Rating: A+2014-11-29$611,119$1,116,4514.75 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2014-11-29$3,199.00349 monthly payments2043-11-29None
- GABC2014-12-01$55,815$84,0004.53 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2014-12-01$350.00240 monthly2034-11-01None
- Prudential (?)AM Best Rating: A+2015-01-01$762,954$1,213,7084.75 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-01-01$4,130.00232 monthly payments2034-04-01None
2018-03-14$26,667.001 lump sum2018-03-14None
2028-03-14$100,000.001 lump sum2028-03-14None
2032-03-14$128,881.001 lump sum2032-03-14None
- Allstate (?)AM Best Rating: A+2015-01-08$86,107$117,5524.25 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-01-08$632.00186 monthly payments2030-06-08None
- Berkshire Hathaway (?)AM Best Rating: A++2015-01-22$90,224$206,4985.13 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-01-22$446.00463 monthly2053-07-22None
- Liberty Life (?)AM Best Rating: A2015-03-20$37,848$48,1004.00 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-03-20$3,700.0013 annual2027-03-20None
- MetLife (?)AM Best Rating: A+2015-03-31$205,206$278,6674.24 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-03-31$581.0012 monthly2016-02-29None
2016-03-31$628.009 monthly2016-11-30None
2016-12-31$1,628.003 monthly2017-02-28None
2017-03-31$1,677.00106 monthly2025-12-313%
2026-01-31$4,248.002 monthly2026-02-28None
2026-03-31$4,376.0012 monthly2027-02-28None
- Bally's Casino2015-04-16$36,105$40,0004.25 %Pre-order (b)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-04-16$8,000.005 annual payments2019-04-16None
- Hartford (?)AM Best Rating: A-2015-04-28$246,971$603,0115.00 %Pre-order (d)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-04-28$450.00132 payments2026-03-283%
2026-04-28$1,900.00216 payments2044-03-283%
- Berkshire Hathaway (?)AM Best Rating: A++2015-08-01$81,189$156,0304.75 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-08-01$290.00147 monthly payments2027-10-01None
2027-11-01$945.00120 monthly payments2037-10-01None
- Genworth (?)AM Best Rating: A2015-08-01$85,986$112,8004.00 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-08-01$700.00104 monthly payments2024-03-01None
2024-04-01$1,000.0040 monthly payments2027-07-01None
- NY Life (?)AM Best Rating: A++2015-09-24$9,796$10,0002.13 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2015-09-24$10,000.001 lump sum2015-09-24None
- American General (?)AM Best Rating: A2016-04-13$61,842$125,6504.95 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2016-04-13$350.00359 monthly2046-02-13None
- American General (?)AM Best Rating: A2016-07-01$58,529$114,9345.00 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2016-07-01$200.00120 monthly payments2026-06-012.0%/ $239.02
2026-07-01$675.00120 monthly payments2036-06-012.0%/ $806.34
- NY Life (?)AM Best Rating: A++2016-08-01$81,402$113,3234.32 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2016-08-01$978.0024 monthly2018-07-013%
2018-08-01$582.00132 monthly2029-07-013%
- Berkshire Hathaway (?)AM Best Rating: A++2016-09-11$153,515$225,0004.42 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2016-09-11$1,250.00180 monthly2031-08-11None
- Genworth (?)AM Best Rating: A2016-12-05$76,068$187,2005.25 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2016-12-05$400.00288 monthly payments2040-11-05None
2040-12-05$1,000.0072 monthly payments2046-11-05None
- MetLife (?)AM Best Rating: A+2017-01-19$75,451$130,9265.00 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2017-01-19$290.0096 monthly payments2024-12-193.00% Annual Increase
2028-01-19$100,000.001 lump sum2028-01-19None
- Prudential (?)AM Best Rating: A+2017-03-15$20,729$27,0004.00 %Pre-order (d)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2017-03-15$250.00108 payments2026-02-15None
- MetLife (?)AM Best Rating: A+2017-08-28$172,738$378,5444.77 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2017-08-28$603.00180 monthly2032-07-283%
2032-08-28$2,653.0084 monthly2039-07-283%
- Genworth (?)AM Best Rating: A2017-11-27$73,932$93,6003.97 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2017-11-27$1,300.0072 monthly2023-10-27None
- John Hancock (?)AM Best Rating: A+2017-12-01$61,978$192,6035.03 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2017-12-01$200.00156 monthly2030-11-012%
2030-12-01$300.00144 monthly2042-11-012%
2042-12-01$1,223.0084 monthly2049-11-012%
- John Hancock (?)AM Best Rating: A+2017-12-01$13,364$21,6945.00 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2017-12-01$100.0060 monthly payments2022-11-012.0%/ $108.24
2022-12-01$150.0096 monthly payments2030-11-012.0%/ $172.30
- Aurora2018-01-15$48,697$104,5875.75 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2018-01-15$13,731.001 lump sum2018-01-15None
2023-01-15$16,477.001 lump sum2023-01-15None
2028-01-15$20,979.001 lump sum2028-01-15None
2033-01-15$24,792.001 lump sum2033-01-15None
2038-01-15$28,607.001 lump sum2038-01-15None
- MetLife (?)AM Best Rating: A+2018-03-31$15,209$17,0003.40 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2018-03-31$17,000.001 lump sum2018-03-31None
- Hartford (?)AM Best Rating: A-2019-01-01$145,569$276,0004.85 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2019-01-01$1,150.00240 monthly payments2038-12-01None
- Transamerica (?)AM Best Rating: A+2019-01-15$43,857$53,0004.50 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2019-01-15$53,000.001 lump sum2019-01-15None
- Prudential (?)AM Best Rating: A+2019-01-31$126,451$286,7365.25 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2019-01-31$30,122.001 lump sum2019-01-31None
2024-01-31$38,197.001 lump sum2024-01-31None
2029-01-31$48,658.001 lump sum2029-01-31None
2034-01-31$69,315.001 lump sum2034-01-31None
2039-01-31$100,444.001 lump sum2039-01-31None
- Prudential (?)AM Best Rating: A+2019-03-15$82,340$125,0005.50 %Pre-order (d)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2019-03-15$25,000.001 lump sum2019-03-15None
2021-03-15$50,000.001 lump sum2021-03-15None
2026-03-15$50,000.001 lump sum2026-03-15None
- Aviva2019-04-15$54,933$81,7564.75 %Pre-order (b)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2019-04-15$794.00103 monthly payments2027-10-15None
- Aviva2019-05-04$75,202$90,0004.00 %Pre-order (d)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2019-05-04$90,000.001 lump sum2019-05-04None
- Hartford (?)AM Best Rating: A-2019-05-25$34,056$50,3134.75 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2019-05-25$300.0024 monthly payments2021-04-25None
2021-05-25$743.0058 monthly payments2026-02-25None
- Pacific Life (?)AM Best Rating: A+2019-06-20$531,171$1,097,7124.75 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2019-06-10$1,328.00240 monthly payments2039-05-10None
2019-06-20$1,328.00240 monthly payments2039-05-20None
2020-12-28$422.00240 monthly payments2040-11-283.0%/ $739.98
2023-02-09$422.00240 monthly payments2043-01-093.0%/ $739.98
2026-03-26$422.00180 monthly payments2041-02-263.0%/ $638.31
2028-05-11$422.00180 monthly payments2043-04-113.0%/ $638.31
- AIG2020-04-01$34,417$57,6004.75 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2020-04-01$400.00144 monthly payments2032-03-01None
- Midland National (?)AM Best Rating: A+2020-04-14$39,322$50,0004.00 %Pre-order (b)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2020-04-14$50,000.001 lump sum2020-04-14None
- Genworth (?)AM Best Rating: A2023-02-08$87,323$157,8165.00 %Pre-order (b)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2023-02-08$32,817.001 lump sum2023-02-08None
2028-02-08$125,000.001 lump sum2028-02-08None
- Hartford (?)AM Best Rating: A-2023-08-15$190,540$659,2355.75 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2023-08-15$365.0060 monthly payments2028-07-153.0%/ $410.81
2028-08-15$1,159.0060 monthly payments2033-07-154.0%/ $1355.97
2033-08-15$3,882.00119 monthly payments2043-06-154.0%/ $5525.87
2043-07-15$6,821.001 monthly payments2043-07-15None
- Aviva2023-09-02$85,367$191,0005.06 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2023-09-02$1,000.00191 monthly2039-07-02None
- Security Life of Denver (?)AM Best Rating: B++2023-09-30$29,303$42,8584.40 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2023-09-30$42,858.001 lump sum2023-09-30None
- Berkshire Hathaway (?)AM Best Rating: A++2024-01-29$33,315$50,0004.53 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2024-01-29$50,000.001 lump sum2024-01-29None
- Transamerica (?)AM Best Rating: A+2024-07-21$96,057$318,7226.25 %Pre-order (b)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2024-07-21$972.00243 monthly payments2044-09-213.00%
- MetLife (?)AM Best Rating: A+2024-09-05$3,399$5,0003.96 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2024-09-05$5,000.001 lump sum2024-09-05None
- Allstate (?)AM Best Rating: A+2024-12-01$163,990$435,4185.19 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2024-12-01$1,814.00240 monthly2044-11-01None
- Allstate (?)AM Best Rating: A+2024-12-01$54,704$144,8905.18 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2024-12-01$604.00240 monthly2044-11-01None
- Allstate (?)AM Best Rating: A+2024-12-01$55,101$145,9425.18 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2024-12-01$608.00240 monthly2044-11-01None
- Allstate (?)AM Best Rating: A+2024-12-01$54,589$144,5865.18 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2024-12-01$602.00240 monthly2044-11-01None
- American General (?)AM Best Rating: A2025-04-13$11,320$18,0004.50 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2025-04-13$18,000.001 lump sum2025-04-13None
- MetLife (?)AM Best Rating: A+2025-05-06$65,287$161,2065.08 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2025-05-06$680.004 monthly2025-08-06None
2025-09-06$700.00182 monthly2040-10-063%
- Allstate (?)AM Best Rating: A+2025-07-26$87,003$147,0005.00 %Pre-order (d)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2025-07-26$147,000.001 lump sum2025-07-26None
- Symetra (?)AM Best Rating: A2026-02-08$58,249$176,8005.80 %Pre-order (b)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2026-02-08$800.00221 monthly payments2044-06-08None
- MetLife (?)AM Best Rating: A+2027-09-05$3,013$5,0004.00 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2027-09-05$5,000.001 lump sum2027-09-05None
- Liberty Life (?)AM Best Rating: A2028-04-22$76,210$220,0006.00 %Pre-order (b)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2028-04-22$20,000.0011 annual payments2038-04-22None
- Hartford (?)AM Best Rating: A-2028-09-22$50,131$172,8006.00 %Pre-order (b)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2028-09-22$900.00192 monthly payments2044-08-22None
- New York Life (?)AM Best Rating: A++2028-10-01$52,850$160,3756.00 %Pre-order (b)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2028-10-01$1,224.00131 monthly payments2039-08-01None
- MetLife (?)AM Best Rating: A+2028-11-01$139,839$517,5665.33 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2028-11-01$1,458.002 monthly2028-12-01None
2029-01-01$1,487.00276 monthly2051-12-012%
- Liberty Life (?)AM Best Rating: A2028-12-01$42,375$122,5605.38 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2028-12-01$771.00159 monthly payments2042-02-01None
- Allstate (?)AM Best Rating: A+2028-12-15$76,332$150,0004.90 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2028-12-15$150,000.001 lump sum2028-12-15None
- Berkshire Hathaway (?)AM Best Rating: A++2029-01-29$25,257$50,0004.94 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2029-01-29$50,000.001 lump sum2029-01-29None
- John Hancock (?)AM Best Rating: A+2029-08-01$161,427$412,5004.75 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2029-08-01$2,500.00133 monthly payments2040-08-01None
2031-08-31$20,000.001 lump sum2031-08-31None
2034-08-31$20,000.001 lump sum2034-08-31None
2037-08-31$20,000.001 lump sum2037-08-31None
2040-08-31$20,000.001 lump sum2040-08-31None
- Prudential (?)AM Best Rating: A+2029-08-15$55,781$170,1905.50 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2029-08-15$1,098.00155 monthly payments2042-06-15None
- Allstate (?)AM Best Rating: A+2029-12-10$51,560$119,5564.87 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2029-12-10$1,928.0062 monthly2035-01-10None
- Metlife (?)AM Best Rating: A+2029-12-15$900,473$3,654,5845.50 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2029-12-15$2,401.008 monthly payments2030-07-15None
2030-08-15$3,445.0012 monthly payments2031-07-15None
2031-08-15$372.0060 monthly payments2036-07-156.0%/ $469.49
2036-08-15$25,881.00108 monthly payments2045-07-156.0%/ $41250.40
- American General (?)AM Best Rating: A2030-01-01$84,502$326,9785.75 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2030-01-01$1,362.00240 monthly payments2049-12-01None
- Erie (?)AM Best Rating: A2030-03-07$23,834$50,9215.04 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2030-03-07$50,921.001 lump sum2030-03-07None
- MetLife (?)AM Best Rating: A+2030-09-05$2,464$5,0004.54 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2030-09-05$5,000.001 lump sum2030-09-05None
- Prudential (?)AM Best Rating: A+2030-10-22$15,069$30,2004.25 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2030-10-22$1,400.0013 monthly payments2031-10-22None
2031-11-22$10,000.001 lump sum2031-11-22None
2031-11-22$2,000.001 lump sum2031-11-22None
- Prudential Life (?)AM Best Rating: A+2030-12-15$67,198$150,0005.08 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2030-12-15$150,000.001 lump sum2030-12-15None
- CA Lottery2031-02-05$45,440$120,0005.75 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2031-02-05$40,000.003 annual payments2033-02-05None
- Metlife (?)AM Best Rating: A+2032-10-17$278,524$1,414,9886.00 %Pre-order (d)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2032-10-17$5,000.0087 payments2039-12-17None
2040-01-17$5,000.0022 payments2041-10-17None
2041-11-17$7,190.00121 payments2051-11-17None
- Metlife (?)AM Best Rating: A+2032-11-01$33,834$108,0906.00 %Pre-order (d)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2032-11-01$1,900.0012 payments2033-10-01None
2033-11-01$2,843.0030 payments2036-04-01None
- American General (?)AM Best Rating: A2033-09-24$103,312$417,0405.31 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2033-09-24$2,005.00208 monthly2050-12-24None
- Allstate (?)AM Best Rating: A+2034-01-01$13,581$41,4925.00 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2034-01-01$451.0092 monthly payments2041-08-01None
- American General (?)AM Best Rating: A2034-05-12$34,178$129,9485.50 %Pre-order (a)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2034-05-12$942.00138 monthly payments2045-10-12None
- MetLife (?)AM Best Rating: A+2034-05-31$27,523$75,0005.25 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2034-05-31$75,000.001 lump sum2034-05-31None
- Berkshire Hathaway (?)AM Best Rating: A++2035-01-29$40,451$126,0005.05 %No Deposit (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2035-01-29$1,750.0072 monthly2040-12-29None
- American General (?)AM Best Rating: A2035-01-31$277,373$1,048,0325.24 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2035-01-31$6,418.005 monthly2035-05-31None
2035-06-30$6,610.00132 monthly2046-05-313%
- MetLife (?)AM Best Rating: A+2035-08-01$56,718$192,3555.13 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2035-08-01$2,076.0087 monthly2042-10-012%
- John Hancock (?)AM Best Rating: A+2036-10-15$61,459$200,0005.50 %Pre-order (c)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2036-10-15$200,000.001 lump sum2036-10-15None
- Metlife (?)AM Best Rating: A+2039-12-17$424,868$2,000,0006.25 %Pre-order (d)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2039-12-17$2,000,000.001 lump sum2039-12-17None
- NY Life (?)AM Best Rating: A++2047-09-25$157,546$400,0005.29 %In Stock (e)
Start Date Income Amount No. of Payments/Frequency End Date COLA/Amount
2047-09-25$400,000.001 lump sum2047-09-25None

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Important Notice: This information is not intended to be a recommendation to purchase an annuity. You should consult with a financial planner to determine if an annuity is a suitable product in your situation. Also, be advised that tax information published at this site is written to support the promotion of annuities. It is based on limited facts and should not be relied upon. You should consult with your own tax and legal advisors for an opinion about what could or should be done in your particular situation.