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

News

01
Jun

Annuity Rate

Click here to view our tax deferred or exempt interest rate information!    

24
May

KOTUR Application

Click here to access the Application

22
May

Visit from seminarians from St. Basil Seminary

Three seminarians from St. Basil Seminary in Stamford, CT visited Providence Association!

22
May

Bishop Soter Ortynsky Academic Scholarship Program

BENEFITS   The Providence will award up to five (5) one (1) time scholarships of $1,000 to eligible members.     ELIGIBILITY AND REQUIREMENTS FOR ACADEMIC SCHOLARSHIP   Each applicant must be a member in good standing of the Providence …