McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
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Meet Peter McNally,
Certified Financial Planner

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services Meet Peter McNally, your personal Certified Financial Planner Increase your wealth with our retirement planning products Retirement and Estate planning guide Life, Disability, Critical Illness and Mortgage Insurance
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Retirement Planning

'Wealth is the product of man's capacity to think'
Ayn Rand

Increase your wealth with McNally Financial and Insurance Group's full range of retirement planning products
insured annuities - workbook example

Prepared for: Mr. John Smith

Age: 73
Marginal Tax Rate: 39.00%
Initial Deposit Amount: $400,000

Bank Option
Assume Constant Yield of: 4.50%
Insured Annuity
Assume Constant Yield of: 8.34%

$18,000.00
Annual Income Paid Out
$44,220.24
$18,000.00
Taxable portion of Income
$8,701.58
$7,020.00
Amount lost to taxes
$3,393.62
none
Annual Insurance Premuim
$20,486.00
$10,980.00
Net Spendable Income
$20,340.62
--
Increase in Spendable Income
$9,360.62
--
% Increase in Spendable Income
85.25%

With the Bank Option, more of your dollars are lost to Taxes!

With the Insured Option, you have more Net Spendable Income!

If you are interested in finding out if insured annuities may be the answer for your retirement, please contact Peter McNally, Certified Financial Planner at McNally Financial and Insurance Group.

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
 
 
Retirement Planning
Insured Annuities
RRSP's
Segregated Funds
RRIF's
Quick Tips
Learn how an Insured Annuity can provide you with more retirement income - up to 90% more!
View the Insured Annuity example
Our Commitment
Committed to helping clients achieve financial security for themselves, their families, and their businesses.
Learn more about McNally Financial and Insurance Group