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Penn Mutual Single Premium Immediate Annuity Review A Single Premium Immediate Annuity is a good way to turn a lump sum of money into regular, guaranteed income Not only can a SPIA provide immediate income, but it also offers tax deferral
2 TYPE OF IRA AND INVESTMENT ACCOUNTS By execution of this application, the investor represents and warrants that (i) he has the full right, power, and authority to make the investment applied for and (ii) he is a natural person of legal age in his state of residence
You, Stronger. - irp. cdn-website. com Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend Kent, LLC, member FINRA SIPC
Individual Annuity Application GENERIC Your election will remain in effect until you revoke it You may revoke your election at any time by sending Penn Mutual an IRS Form W-4P Depending on your state of residency, state withholding may be withheld
Single Premium Immediate Annuity - Penn Mutual Your financial professional can tell you more about the ways a Single Premium Immediate Annuity can help you meet your retirement income goals, so you can start getting stronger today
THE PENN MUTUAL LIFE INSURANCE COMPANY Supplemental Application for the Single Premium Immediate Annuity – Gathers information for income payment mode, selection of plan type and federal income tax withholding
Independent Review of the Penn Mutual Single Premium Immediate Annuity . . . If you are planning to move forward with the Single Premium Immediate Annuity (SPIA) from Penn Mutual Insurance Company, then you can be assured that you will have income for as long as you need it, based upon the income payout option that you choose
SPIA-Single Premium Immediate Annuity - Cardinal Advisors If the market type is Traditional IRA, this SPIA is being purchased by an individual via rollover or transfer of funds If the market type is Other Qualified, this SPIA is being purchased by the trustee of a Defined Contribution Plan or Defined Benefit Plan