CPAs Earnings from this transaction: $5,000
Valued Client of a partnered CPA.
DOB:
Client was being laid off from Fedex and offered a 401(k) rollover to an annuity by Fedex.
Fedex Annuity Lump Sum: $255,872.27
Product Type | Beneficiary Benefit | Distributions |
Straight Life Annuity TPB | Payments after death
$0 to beneficiary | $957.12/ Monthly
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|
Life Annuity with 60 payments/5-year guaranteed TPB | After death for payments before May 1, 2028
$948.53 | $948.53/ Monthly |
Life Annuity with 120 payments/ 10-year Guaranteed TPB | After your death for payments before May 1, 2033 $923.47 | $923.47/ Monthly |
Life Annuity with 180 payments/ 15-year Guaranteed TPB | After your death, for payments before May 1, 2038 $882.25 | $882.25/ Monthly |
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By shopping the market we were able to get the CPAs client:
Results: Client was extremely grateful to the CPA for having the resources to be able to offer the client double the monthly income than he was being offered by Fedex. Client referred all his ex Fedex coworkers to the CPA for these services. After helping the remaining clients with doubling their guaranteed income the coworkers became the CPAs tax loyal clients.
Value Proposition: