Bell & Associates | Life Insurance Specialists

800.308.BELL

Annuity Summary Spreadsheet

Below is a list of some of our main Annuity products. The links will provide a Spec Sheet for each product. Please contact us if you are looking for a particular annuity that is not listed.



Available Files

Option: Show Details
     Annuities
          Quotes
               Annuity Summary Spreadsheet
               Pending Rate Changes
          Products
               "Bell's Best" Product Picks
                    Best Commission annuity
                    Best Age 80+ annuity
                    Best Qualified/IRA annuity
                    Best short-surrender annuity
                    Best MYGA
                    Best Income Rider
                    Best fixed rate/traditional annuity
                    Best SPIA
                    Best medically uw SPIA
               Product Definitions
               Single Premium Immediate Annuities
               Multi-Year Guarantee Annuities (MYGA)
               Deferred Annuities
               Indexed Annuities
               Combination Annuities
          Sales
               Fact Finders
               The Annuity Policy Review
               Roth Conversion Info.
               Annuity-Max using Life Insurance
               Carrier Planning Concepts
               Bell Ringer Ideas
               CD vs. Annuity Calculator
               Industry Articles
               Tax Guides
               Case Studies
               Annuities for Retirement
There are currently no files available in this category.
 


Additional Coverage with Accelerated Underwriting:

  • Available to individuals who have been fully underwritten for term insurance within the past 5 years
  • No new medical exam required
  • Available up to age 60 and $1,000,000 DB
  • Access to some of the most competitive term products in the marketplace

Unique Indexed Annuity:


  • 12% commission available
  • Extremely liquid
  • Up to 60% of Asset Value after just 30 days penalty free!
  • Built-in Accelerated Care Benefits
  • "A" rated AM Best

Simplified Issue IUL Program:


  • No medical exam (phone underwriting)
  • Targets age 40-60 clients looking for tax-free retirement income
  • Uses #1 selling indexed UL product in the country!
  • Up to $1,000,000 of coverage available!