Financial Services and Strategies Designed to Create, Enhance, or Preserve Wealth
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TAX DEFERRED ANNUITY RATES
December 12, 2011

  • The interest rates below assume annual compounding. 
  • Interest left in account is not taxable until withdrawn so tax deferred compounding would apply. 
  • There are penalties for early redemption, however, annual free withdrawals of interest is available if desired.
  • Interest not withdrawn does not count towards determining taxability of Social Security Benefits.
  • These investments are not FDIC Insured.



Name of Company


Rate & Term

AM Best
Rating


Other Information

Allianz
 
1 & 2 Year Presently N/A

 
 
A
 
 

 
 
 
 
10k & up
 
 
 

Principal Life
 
 
1.00% 3 Yrs
 
 
 
 
A+
 
 
 
 
 
 
1.15% 100k & up 
 
 
 
 
Principal Life
 
 
1.12% 4 Years
 
 

 

A+

 

 
1.51% 100k & up
 

 
Amer Equity
 
 

 

 
 
 
2.90% 5 Yrs
 
 
 
 


 
 
 
 
 
 
A-
 
 
 
 



 

 
 
 
 
 
10,000 & Up
 
 
 
 
 


 

N/A

 

N/A

N/A

N/A

The Mercer Financial Group, Inc. is a Licensed Producer Agency with The NJ Dept. Of Banking And Insurance. 


If you are interested in learning more feel free to contact us by telephone or E-mail:
609-586-7676

rp@mercerfinancialgroup.com