Burial Reserve Trust Annuity Certificate

Burial Reserve Trust Annuity Certificate

3.00%current variable rate

Safe, Secure and Steady Investment Growth

  • Tax deferred growth – varying rate that follows CDs
  • Effective income growth rate up to 4.61% (see below for your rate)
  • No income taxes charged or reported during your lifetime
  • Interest rates will always compare favorably with CDs
  • 3.0% guaranteed minimum, regardless of how low bank or bond rates go
  • No term limits and no more CD term renewal or poor interest rate worries
  • No expense or administrative cost loads or charges ever
  • Ideal vehicle for funding a burial reserve trust
  • No confusing 1099 or K-1 IRS forms or reports
  • Meets all Medicaid, SSI and public assistance codes
  • No “cash outs”, liens or reduced value during the Medicaid, SSI or public assistance spend down process

EFFECTIVE GROWTH RATES UP TO 4.61%

EFFECTIVE GROWTH RATES OF PROVIDENCE ANNUITIES (3.00%)

The tax-deferred or tax-free features of a Providence IRA or Annuity generate a higher effective growth rate than 3.50 %, since the growth is not diminished by tax payments)

Federal Tax Bracket             Providence Rate           Effective Growth Rate
35%                                         3.00%                          4.61%
33%                                         3.00%                          4.47 %
28%                                         3.00%                          4.16%
25%                                         3.00%                          4.00%
15%                                         3.00%                          3.52%
10%                                         3.00%                          3.33%

CLICK HERE TO CONSULT ONE OF OUR PREPLANNING PROFESSIONALLY LICENSED FUNERAL DIRECTORS »

DO NOT DELAY:

  • CALL our main office (215.627.2445) (eluciw@provassn.com)
  • CONSULT ONE OF OUR PREPLANNING PROFESSIONALLYLICENSED FUNERAL DIRECTORS
  • Call your Local Branch Secretary

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