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The Providence Association
A Ukrainian Fraternal Benefit
Society Life Insurer
BURIAL RESERVE TRUST ANNUITIES
Calculate Your Final
Expenses
Mt. Hoverla, Ukraine
at sunset
4.50% current
variable rate
Safe, Secure and Steady Investment
Growth
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Tax deferred growth
– varying rate that follows CDs
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Effective income
growth rate up to 7.38% (see below for your rate)
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No income taxes
charged or reported during your lifetime
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Interest rates will
always compare favorably with CDs
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3.0% guaranteed
minimum, regardless of how low bank or bond rates go
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No term limits and
no more CD term renewal or poor interest rate worries
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No expense or
administrative cost loads or charges ever
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Ideal vehicle for
funding a burial reserve trust
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No confusing 1099 or
K-1 IRS forms or reports
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Meets all Medicaid,
SSI and public assistance codes
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No “cash outs”,
liens or reduced value during the Medicaid, SSI or
public assistance spend down process
EFFECTIVE GROWTH RATES UP TO 7.38%
EFFECTIVE
GROWTH RATES OF PROVIDENCE ANNUITIES (4.50%)
The tax-deferred
or tax-free features of a Providence IRA or Annuity
generate a higher effective growth rate than 4.50 %,
since the growth is not diminished by tax payments)
Federal Tax Bracket
Providence Rate Effective Growth Rate
35%
4.50%
7.38%
33%
4.50%
7.14%
28%
4.50%
6.62%
25%
4.50%
6.34%
15%
4.50%
5.56%
10%
4.50%
5.23%
DO NOT
DELAY:
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CALL our
main office (215.627.2445) (eluciw@provassn.com)
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CONSULT ONE
OF OUR PREPLANNING PROFESSIONALLYLICENSED FUNERAL
DIRECTORS
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Call your
Local Branch Secretary
Articles of interest on Final Expenses and Funeral
Preplanning
"Funeral Preplanning", by Charles Taggart, F. D.
"Funding a Pre-Need Funeral Contract", by Charles
Taggart, F. D.
"The Funeral Rule: FTC Regulations and Consumer
Rights", by Charles Taggart, F. D.
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