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Advantages Of An Annuity Funded MSA

The chart below shows how you can protect your future with an annuity funded MSA. Note the savings that can translate into more cash at settlement or can entice a reluctant defendant to come to the table and settle.

COMPARISON OF LUMP SUM AND ANNUITY FUNDED MEDICARE SET- ASIDES

WITHOUT ANNUITY WITH ANNUITY
  • $96,000 TOTAL MSA
  • $6,700 SEED AT SETTLEMENT
  • $3,500 ANNUAL DEPOSIT FUNDED WITH AN ANNUITY
  • $96,000 TOTAL DEDUCTED FROM SETTLEMENT
  • $58,000 TOTAL COST OF ANNUITY AND SEED DEDUCTED FROM SETTLEMENT
  • $0 ADDITIONAL CASH TO APPLICANT
  • $38,000 ADDITIONAL CASH TO APPLICANT
WITHOUT ANNUITY WITH ANNUITY
  • $343,380 TOTAL MSA
  • $47,469 SEED AT SETTLEMENT
  • $8,967 ANNUAL DEPOSIT FUNDED WITH AN ANNUITY
  • $343,380 TOTAL DEDUCTED FROM SETTLEMENT
  • $196,357 TOTAL COST OF ANNUITY AND SEED DEDUCTED FROM SETTLEMENT
  • $0 ADDITIONAL CASH TO APPLICANT
  • $147,023 ADDITIONAL CASH TO APPLICANT

Actual examples. Savings will vary based upon a rated age and current annuity quotes.