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Comparing Annuity Contracts

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Different annuities offer a wide range of choices, prices, features and flexibility. Use the following work sheet to compare annuity contracts that you are considering. Skip items that do not apply.

Comparing Annuity Contracts
Features
Contract A
Contract B
Contract C
Initial minimum premium      
Guaranteed rate of return      
Current rate of return      
Projected rate of return      
3–5 year rate of return      
Portfolio options      
Sales charge      
Surrender charges/Penalties      
Surrender value      
Other fees      
Special features      

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Updated Thursday, July 08, 2010
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