SecureSource Core 4 Plus NY ^® ^℠ ^®

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Benefit

_{A benefit must be chosen.}

Location

Single or joint

Name

Age

Minimum age is 61. Minimum age is 58. Maximum age is 80. Please enter an age.

Number of years until income begins

_{Age plus "number of
years" must be 50 or more.} _{Maximum number of years is
50.}

Minimum Lifetime Payment Percentage (Single life) (Joint life is based on the age of the younger spouse)

Annual Minimum Lifetime Income
( x )

Income
(if eligible for a 1% Income Bonus)

_{Cumulative Growth of the Benefit Base}

Initial Benefit Base Benefit Base when Income Begins

_{Maximum income amount is $250,000.}

To generate this Minimum Lifetime Income
( x )

You need to invest this amount

_{Cumulative Growth of the Benefit Base}

Initial Benefit Base Benefit Base when Income Begins

Unprotected Investment

Withdrawal Rate
(1.0 - %)

Please enter a lower withdrawal rate.

An unprotected investment would need to grow to this amount

And will require an average annual return of

View important information

Disclosure

This income is NOT guaranteed and may fluctuate based on the performance of the investment. The example is shown for illustrative purposes only and is not indicative of any particular investment. It does not reflect any fees or taxes, which would change the figures shown. Past performance is no guarantee of future results. There is no guarantee that investment objectives will be satisfied or that return expectations will be met.

Calculate the return needed if you didn't have SecureSource

The percentage you will receive is initially determined by how old you are when you take your first withdrawal. For the joint life benefit, the age of the younger spouse is used. After you begin taking income, if your Benefit Base locks in gains after you have crossed a new age band, your Minimum Lifetime Payment Percentage will increase.

Investment amounts over $1,000,000 are subject to pre-approval.

Maximum Benefit Base is $20,000,000.

Market conditions vary. This return may not be reasonable.

SecureSource Core 4 Plus NY ® ℠ ®

Disclosure

SecureSource Core 4 Plus NY ^® ^℠ ^®