Financial

joint life annuity

Joint Life Annuity

An annuity that two persons, almost always a married couple, open in order to provide for both in retirement. A joint life annuity makes payments to the designated party as long as one of the spouses remains alive. Depending on the nature of the agreement, the amount in the payments may decrease when the first spouse passes away. It is also called a joint and survivor annuity.
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joint life annuity

Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.
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References in periodicals archive
A When you purchase an annuity you are exchanging your pension fund for a guaranteed income for life for you and possibly your spouse or dependent if you took out a joint life annuity. In April 2017, when the second-hand annuity market is launched, you could possibly sell your annuity in exchange for a lump sum.
Or perhaps you want to make some provision for your partner, in which case do you opt for a Joint Life annuity that will continue to pay out after you've gone?
As a comparison, if you were to buy the maximum PS25 per week at age 65 you would be spending PS22,500 to get an extra PS1,300 per annum, which is double the amount from a comparable joint life annuity with index linking and a 50 per cent spouses pension.
* You can acquire either a single life annuity (which provides life-long income for you alone) or a joint life annuity (which provides annual income for as long as either you or your spouse/sibling are alive).
When you die, payments stop, unless you have chosen a joint life annuity or a guaranteed payment period ?
"Delaying the primary earner's benefit is equivalent to purchasing a second-to-die or joint life annuity," the authors write.
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