Annuity glossary

SPIA (Single Premium Immediate Annuity)

You hand the insurer one lump sum and income payments begin within a year, continuing for life or for a period you choose. There is no accumulation phase and little or no liquidity afterward. It is the simplest annuity: a straightforward trade of principal today for a guaranteed paycheck starting now. The contract explains the available terms, charges, access limits, and payout choices that apply. Any guarantee is backed by the claims-paying ability of the issuing insurer.

Any guarantee is backed by the claims-paying ability of the issuing insurer.

Keep learning

Put this term in context.

Continue with the guide that most directly explains where this term appears and what to review in a contract.

Read about types of annuities

Educational film

See the retirement tradeoffs in context.

The Descent is a short educational film about income, taxes, and uncertainty after work. Watch it to build context before considering any insurance product.

Watch The Descent
Get your Retirement Income & Tax BlueprintComplimentary · independent licensed advisor · no obligation
Book a complimentary meeting