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fixed annuities

Term

Split Funded Annuity

An annuity concept where the initial premium is divided between two separate annuity contracts, structured in such a way as to produce immediate tax-advantaged income for a guaranteed period of time and to restore the original principal at the end of that time period. A multi-year guarantee annuity is used to restore the original principal at the end of the guarantee period, while an immediate annuity provides the monthly income.

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