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- Customers buy this product on their 65th birthday when they retire. - The annuity will make 20 anmual payments of $80,000. - The first

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- Customers buy this product on their 65th birthday when they retire. - The annuity will make 20 anmual payments of $80,000. - The first annual payment of $80,000 will occur on the customer's 68th birthday (customers typically rely on their personal savings to travel for the first few years). - For this product, Wagon Financial can invest the customers' money at 12\% per annum effective. Using the information provided, answer the following questions. e) What price should Wagon Financial charge for this product? (2 marks) f) Suppose that Joseph, an existing customer of this product (with the arrangement specified above), has just received the fifth payment of this annuity. Using the prospective method, how much money does Wagon Financial need to have set aside today (immediately after the fifth payment is made) to be sure that they can afford to make all future payments to Joseph? NOTE: Calculations done with the retrospective method will not score any marks. (2 marks) g) Suppose that immediately after making the fifth payment to Joseph as described above, Wagon Financial also implements a new imvestment strategy which they believe will yield even higher investment returns than the original 12% per annum. Assuming this to be true, would Wagon Financial need to set aside more or less money than your answer in part f) to be sure that they can afford to make all future payments to Joseph? Justify your answer. (1 mark) h) BONUS QUESTION Joy is nearing retirement and is considering buying an annuity product from Wagon Financial. However, she is considering adding a clause that says she will only receive the annual $80,000 payment if she is alive at the time of the payment (up to a maximum of 20 payments). Other than this clause, the specifications for the annuity she is considering are exactly the same as described above. Should Joy expect the price for this product to be cheaper or more expensive by adding this clause? (1 mark) Note that this bonus mark CANNOT push your total mark above the maximum total of 10 . 2 - Customers buy this product on their 65th birthday when they retire. - The annuity will make 20 anmual payments of $80,000. - The first annual payment of $80,000 will occur on the customer's 68th birthday (customers typically rely on their personal savings to travel for the first few years). - For this product, Wagon Financial can invest the customers' money at 12\% per annum effective. Using the information provided, answer the following questions. e) What price should Wagon Financial charge for this product? (2 marks) f) Suppose that Joseph, an existing customer of this product (with the arrangement specified above), has just received the fifth payment of this annuity. Using the prospective method, how much money does Wagon Financial need to have set aside today (immediately after the fifth payment is made) to be sure that they can afford to make all future payments to Joseph? NOTE: Calculations done with the retrospective method will not score any marks. (2 marks) g) Suppose that immediately after making the fifth payment to Joseph as described above, Wagon Financial also implements a new imvestment strategy which they believe will yield even higher investment returns than the original 12% per annum. Assuming this to be true, would Wagon Financial need to set aside more or less money than your answer in part f) to be sure that they can afford to make all future payments to Joseph? Justify your answer. (1 mark) h) BONUS QUESTION Joy is nearing retirement and is considering buying an annuity product from Wagon Financial. However, she is considering adding a clause that says she will only receive the annual $80,000 payment if she is alive at the time of the payment (up to a maximum of 20 payments). Other than this clause, the specifications for the annuity she is considering are exactly the same as described above. Should Joy expect the price for this product to be cheaper or more expensive by adding this clause? (1 mark) Note that this bonus mark CANNOT push your total mark above the maximum total of 10 . 2

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