Category Archives: SMA’s with Guaranteed Lump Sum Payments

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  • $42,251.85
  • Prudential
  • 4.00%
  • $65,000.00
  • 10.98 Years
  • JD002168
Payout Start Date End Date Payment/Period COLA/Amount Priced as of $65,000.00 03/08/2030 03/08/2030 1 Lump Sum N/A 03/15/2019...
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  • $58,934.51
  • Berkshire Hathaway
  • 4.20%
  • $89,000.00
  • 10.02 Years
  • SS002760
Payout Start Date End Date Payment/Period COLA/Amount Priced as of $89,000.00 03/22/2029 03/22/2029 1 Lump Sum N/A 03/15/2019...
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  • $46,272.29
  • NY Life
  • 4.00%
  • $60,203.79
  • 6.71 Years
  • MT001466
Posted in: SMA’s with Guaranteed Lump Sum Payments | , by
Payout Start Date End Date Payment/Period COLA/Amount Priced as of $60,203.79 11/24/2025 11/24/2025 1 Lump Sum N/A 03/08/2019...
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  • $54,574.60
  • Aurora National
  • 4.00%
  • $74,673.10
  • 8.05 Years
  • ST002036

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Posted in: SMA’s with Guaranteed Lump Sum Payments | , by
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Payout Start Date End Date Payment/Period COLA/Amount Priced as of $9,739.97 11/15/2022 11/15/2022 1 Lump Sum N/A 03/01/2019 $64,933.13 11/15/2027 11/15/2027 1 Lump Sum N/A 03/01/2019...
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  • $144,557.28
  • Transamerica
  • 4.25%
  • $330,000.00
  • 20.26 Years
  • RR012713
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  • $144,557.28
  • Transamerica
  • 4.25%
  • $330,000.00
  • 20.26 Years
  • RR012713

Posted in: SMA’s with Guaranteed Lump Sum Payments | , by
Payout Start Date End Date Payment/Period COLA/Amount Priced as of $10,000.00 08/28/2020 08/28/2020 1 Lump Sum N/A 03/08/2019 $20,000.00 08/28/2030 08/28/2030 1 Lump Sum N/A 03/08/2019 $300,000.00 08/28/2040 08/28/2040 1 Lump Sum N/A 03/08/2019...
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  • $33,184.19
  • John Hancock
  • 4.25%
  • $52,653.00
  • 11.09 Years
  • SD001715
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  • $33,184.19
  • John Hancock
  • 4.25%
  • $52,653.00
  • 11.09 Years
  • SD001715

Posted in: SMA’s with Guaranteed Lump Sum Payments | , by
Payout Start Date End Date Payment/Period COLA/Amount Priced as of $52,653.00 03/25/2030 03/25/2030 1 Lump Sum N/A 02/22/2019...
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  • $81,692.00
  • Brighthouse Life
  • 4.00%
  • $144,971.62
  • 14.65 Years
  • BJ005534
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  • $81,692.00
  • Brighthouse Life
  • 4.00%
  • $144,971.62
  • 14.65 Years
  • BJ005534

Posted in: SMA’s with Guaranteed Lump Sum Payments | , by
Payout Start Date End Date Payment/Period COLA/Amount Priced as of $144,971.62 10/09/2033 10/09/2033 1 Lump Sum N/A 02/15/2019...
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  • $40,816.97
  • Transamerica
  • 4.10%
  • $53,515.31
  • 6.82 Years
  • MM001283
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  • $40,816.97
  • Transamerica
  • 4.10%
  • $53,515.31
  • 6.82 Years
  • MM001283

Posted in: SMA’s with Guaranteed Lump Sum Payments | , by
Payout Start Date End Date Payment/Period COLA/Amount Priced as of $43,515.31 01/04/2025 01/04/2025 1 Lump Sum N/A 02/15/2019 $10,000.00 01/04/2030 01/04/2030 1 Lump Sum N/A 02/15/2019...
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