Comparative Annuity Reports Your guide to comparing data about Single Premium Immediate Annuity programs
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1 Comparative Annuity Reports Your guide to comparing data about Single Premium Immediate Annuity programs January Volume 37 Issue 1 SUMMARY OF IMMEDIATE ANNUITY PAYOUTS Comparative Annuity Reports, All Rights Reserved Period (Term) Certain Only Average Highest Single Life Only Average Highest Single Life with 10-Years Certain Average Highest 5-Year Pd. Cert. $ 1,687 $ 1,719 Male Age 60 $ 487 $ 502 Male Age 60 $ 481 $ Year Pd. Cert $ 906 $ 931 Fem. Age 60 $ 461 $ 479 Fem. Age 60 $ 458 $ Year Pd. Cert. $ 657 $ 680 Male Age 65 $ 547 $ 561 Male Age 65 $ 534 $ Year Pd. Cert. $ 537 $ 557 Fem. Age 65 $ 514 $ 538 Fem. Age 65 $ 505 $ 5 -Year Pd. Cert. $ 470 $ 501 Male Age 70 $ 6 $ 652 Male Age 70 $ 598 $ 617 -Year Pd. Cert. $ 423 $ 448 Fem. Age 70 $ 581 $ 600 Fem. Age 70 $ 564 $ 586 Male Age 75 $ 745 $ 783 Male Age 75 $ 678 $ 697 Fem. Age 75 $ 684 $ 710 Fem. Age 75 $ 642 $ 665 Above figures are monthly income per $100,000 non-qualified premium in a non-premium tax state. Important Disclaimers: No warranties are made about the information published in Comparative Annuities Report. All information published in this newsletter is subject to change without notice and may vary from state to state at time of publication. This information is not intended to create public interest in the sale of annuities. You should consult with a competent financial planner to determine whether an annuity is suitable for your financial situation. Comparative Annuity Report Data on SPIA annuities are quoted monthly in Kiplinger s Retirement Report.
2 Comparative Annuity Reports - January 2016 Gender & Age Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan MoM YoY M60* $475 $465 $467 $464 $464 $471 $478 $479 $477 $479 $477 $480 $ % 1.% F60* $451 $441 $443 $441 $441 $448 $455 $457 $454 $454 $454 $458 $ % 1.54% M65* $5 $518 $519 $517 $517 $5 $531 $532 $5 $532 $5 $534 $ % 1.32% F65* $498 $489 $490 $489 $489 $496 $503 $503 $501 $503 $501 $505 $ % 1.40% M70* $591 $583 $584 $582 $582 $588 $595 $596 $594 $596 $595 $598 $ % 1.18% F70* $557 $549 $550 $548 $548 $555 $562 $562 $560 $562 $560 $564 $ % 1.% M75* $670 $662 $663 $662 $662 $667 $674 $674 $673 $675 $674 $677 $ % 1.19% F75* $635 $6 $6 $6 $6 $632 $639 $639 $638 $639 $638 $641 $ % 1.10% 10PC** $895 $891 $892 $891 $892 $897 $902 $902 $902 $904 $903 $906 $ % 1.22% PC** $461 $453 $455 $453 $452 $458 $465 $466 $465 $467 $464 $470 $ % 1.93% AVG $576 $568 $569 $567 $567 $574 $580 $581 $579 $581 $580 $583 $ % 1.31% Legend: MoM = month over month change, YoY = year over year change * Monthly income per $100,000 for life with 10 years certain immediate annuity. M60=male age 60, F60=female age 60, etc. **Monthly income per $100,000 for X year period certain only annuity, 10PC=10 years, PC= years Source: Copyright 2016 All Rights Reserved
3 Chart 1. Yields for s, 10Yr. Treasury Notes and their Spread (Corp. minus 10Yr T-N) 7.00% Yr. T-Notes Spread (Corp. minus 10Yr T-N) % Yield 2.00% 1.00% 0.00%
4 Chart 2. Yields for s and 10Yr. Treasury Notes 18.00% Yr. T-Notes 1 % Yield 12.00% 10.00% 8.00% 2.00% 0.00%
5 Chart 3. Expected Inflation Rate (10Yr. Treasury Notes minus 10Yr. TIP (Treasury Inflation Protected bond) Yr-Tip 10Yr. T-Notes Exp. Inflation (10Yr T-N minus 10Yr Tip) % Yield 2.00% 1.00% 0.00% -1.00%
6 Monthly Annuity Income per $100,000 $1,050 $1,000 $950 $900 $850 Chart 4. Monthly Income per $100,000 Immediate Annuity 10-YearPeriod Certain Annuity (10PC) and s Yr. PC ($/mo.) % Yield on Corp. Bonds
7 Monthly Monthly Annuity Income per $100,000 per $100,000 $1,080 $1,060 $1,040 $1,000 $1,020 $980 $960 $940 $920 $900 $880 $860 $550 $840 $820 $780 $760 $740 $720 $500 $680 $660 $640 $620 $580 $560 $450 $540 $520 $500 $480 $460 $440 $420 $400 Chart 5. Monthly Annuity Income Income per per $100,000 Immediate premium for a Annuity -Year Period -Year Certain Annuity Period (PC) Certain and Moody's Annuity AAA (PC) Corp. Bonds and s Copyright WebAnnuities.com - All Rights Reserved Contact: Updated June 1, Yr. PC ($/mo.) Moody's AAA Corp. Bond Yr. PC ($/mo.) % Yield on Corp. Bonds
8 Monthly Annuity Income per $100,000 $550 $500 $450 Chart 6. Monthly Income per $100,000 Immediate Annuity, Male Age 60, Life & 10 Yrs. and Yield on s M60 10C&C ($/mo.) 7.00% % Yield on Corp. Bonds $400
9 Monthly Annuity Income per $100,000 $550 $500 $450 Chart 6. Monthly Income per $100,000 Immediate Annuity, Female Age 60, Life & 10 Yrs. and Yield on s F60 10C&C ($/mo.) 7.00% % Yield on Corp. Bonds $400
10 $7 Chart 7. Monthly Income per $100,000 Immediate Annuity Male Age 65, Life & 10 Years Certain and Yield on s M65 10C&C ($/mo.) 7.00% Monthly Annuity Income per $100,000 $675 $6 $575 $5 % Yield on Corp. Bonds $475
11 Monthly Annuity Monthly Annuity Income Income per $100,000 $655 $680 $635 $660 $615 $640 $595 $620 $575 $580 $555 $560 $535 $540 $515 $520 $500 $495 $475 Chart 7. Monthly Income per $100,000 Immediate Annuity Female Age 65, Life & 10 Yrs. and Yield on s Chart 10. Immediate Annuity Mo. Income per $100,000 premium, Age 65, Life & 10 Yrs. Certain Annuity (10C&C) vs. Yield on s Copyright ImmediateAnnuities.com - Contact Data: Annuity Shopper, July 2009 Issue F60 10C&C ($/mo.) M65 10C&C ($/mo.) F75 10C&C ($/mo.) F65 10C&C ($/mo.) 7.00% $900 $500 $400 $200 $100 % % Yield on Corp. Bonds Bonds
12 Monthly Monthly Annuity Annuity Income Monthly Annuity Income per $100,000 Income $760 $750 $750 $740 $720 $680 $660 $550 $640 $500 $620 $550 Chart 12. Immediate Chart Chart 8. Annuity 5. Monthly Yield Mo. Moody's Income per AAA per $100,000 Corp. $100,000 Bonds premium, and Immediate Age 70, Life Annuity & 10 Yrs. Certain Mo. Income, Annuity $100,000 (10C&C) vs. premium, Yield on Age Moody's 70, Life AAA & 10 Corp. Yrs. Certain Bonds (10C&C) Copyright ImmediateAnnuities.com - - Contact Data: Data: Comparative Annuity Shopper, Annuity July Reports, 2009 Issue May 1, F65 10C&C F65 10C&C ($/mo.) ($/mo.) M70 M70 10C&C 10C&C ($/mo.) ($/mo.) F75 F75 10C&C 10C&C ($/mo.). ($/mo.) Male Age 70, Life & 10 Yrs. and Yield on s M70 10C&C ($/mo.) $ % $500 $400 $200 $100 % Yield on Corp. Bonds % Yield on Corp. Bonds $500
13 Monthly Monthly Annuity Annuity Income Monthly Annuity Income per Income $100,000 $760 $750 $740 $750 $720 $680 $660 $640 $550 $550 $620 $500 $500 Chart 12. Immediate Chart Annuity 5. Yield Mo. Moody's Income per AAA $100,000 Corp. Bonds premium, and Age 70, Life & 10 Yrs. Certain Chart Mo. 8. Income, Annuity Monthly $100,000 (10C&C) Income vs. premium, Yield per on Age Moody's $100,000 70, Life AAA & 10 Immediate Corp. Yrs. Certain BondsAnnuity (10C&C) Copyright ImmediateAnnuities.com - - Contact Data: Data: Comparative Annuity Shopper, Annuity July Reports, 2009 Issue May 1, F65 10C&C F65 10C&C ($/mo.) ($/mo.) M70 M70 10C&C 10C&C ($/mo.) ($/mo.) F75 F75 10C&C ($/mo.) Female Age 70, Life & 10 Yrs. and Yield on s F70 10C&C ($/mo.) 7.00% $900 $500 $400 $200 $100 % Yield % Yield % Yield on on Corp. Bonds Bonds
14 Monthly Annuity Monthly Income Monthly Annuity Annuity Income per Income $100,000 $850 $760 $740 $720 $720 $750 $750 $680 $680 $660 $660 $640 $640 $550 $620 $620 $500 Chart 14. Immediate Chart 6. Annuity 5. Yield Yield Mo. on 10-Year Moody's Income Treasury per AAA $100,000 Corp. Notes Bonds and premium, and Immediate Age 75, Annuity Life Annuity & 10 Yrs. Certain Chart Mo. Income, Mo. 9. Income, Annuity Monthly $100,000 $100,000 (10C&C) Income premium, vs. premium, Yield per Age on Age $100,000 70, Moody's Life 70, & Life 10 AAA & Immediate Yrs. 10 Corp. Yrs. Certain Certain BondsAnnuity (10C&C) (10C&C) Male Age 75, Life & 10 Yrs. Copyright Copyright and Yield - ImmediateAnnuities.com - ImmediateAnnuities.com - on Moody's AAA - Corp. Contact - Contact - Bonds Data: Data: Comparative Data: Comparative Annuity Annuity Shopper, Annuity Reports, July Reports, 2009 May Issue May 1, , F65 10C&C F70 F65 10C&C ($/mo.) 10C&C ($/mo.) ($/mo.) M70 10C&C M75 ($/mo.) M70 10C&C 10C&C ($/mo.) ($/mo.) Yr Bond% F75 10C&C ($/mo.) M75 10C&C ($/mo.) 7.00% $900 $500 $ % $ % $ % % Yield % % Yield on on 10Yr. Corp. Bonds T-Notes Bonds
15 Monthly Annuity Monthly Income Monthly Annuity Annuity Income per Income $100,000 $850 $760 $740 $720 $720 $750 $750 $680 $680 $660 $660 $640 $640 $550 $620 $620 $500 Chart 14. Immediate Chart 6. Annuity 5. Yield Yield Mo. on 10-Year Moody's Income Treasury per AAA $100,000 Corp. Notes Bonds and premium, and Immediate Age 75, Annuity Life Annuity & 10 Yrs. Certain Chart Mo. Income, Mo. 9. Income, Annuity Monthly $100,000 $100,000 (10C&C) Income premium, vs. premium, Yield per Age on Age $100,000 70, Moody's Life 70, & Life 10 AAA & Immediate Yrs. 10 Corp. Yrs. Certain Certain BondsAnnuity (10C&C) (10C&C) Female Age 75, Life & 10 Yrs. Copyright Copyright and Yield - ImmediateAnnuities.com - ImmediateAnnuities.com - on Moody's AAA - Corp. Contact - Contact - Bonds Data: Data: Comparative Data: Comparative Annuity Annuity Shopper, Annuity Reports, July Reports, 2009 May Issue May 1, , F65 10C&C F70 F65 10C&C ($/mo.) 10C&C ($/mo.) ($/mo.) M70 Updated 10C&C M75 ($/mo.) January M70 10C&C 1, C&C ($/mo.) ($/mo.) Yr Bond% F75 F75 10C&C ($/mo.) F75 10C&C ($/mo.) 7.00% $900 $500 $ % $ % $ % % Yield % % Yield Yield on on on Corp. 10Yr. Bonds T-Notes Bonds
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