Home / Bonus* Annuities

What is a Bonus* Annuity?

Some annuities with surrender charges reward the annuity-owner by offering a bonus: the insurance company adds sometimes 3% to 8% to your premium payment(s), which can make for an excellent head start. For example, if your premium payment is $10,000 in a bonus annuity, the insurance company will add $300 to $800.

Continue


ANNUITY FYI’S TOP BONUS ANNUITIES PICKS

Company Product Name
axa-life-insurance Accumulator Plus / Retirement Cornerstone CP
pacific_life Value Select
allianz_logo Vision Variable (Income Protector)
Click Here for Complete List…

FROM OUR BLOG

Changes to Indexed-Annuity Sales Ahead of DOL Rule

As the implementation date of the new Labor Department fiduciary rule approaches, several brokerage firms are changing how they handle …

Read More

New Variable Annuities from Principal

In an effort to give clients more flexibility and choices in retirement planning, Principal Financial Group has extended its variable …

Read More

Why Ken Fisher Is Wrong About Annuities

You may have heard about Ken Fisher, the wealthy chairman and CEO of Fisher Investments, and man who constantly rails …

Read More

Deciding Between a Lump Sum or an Annuity? Read This First

A recent study has discovered that retirees who opt to take a lump sum instead of a guaranteed monthly annuity …

Read More

ADVISOR INSIGHT

“A bonus annuity offers the advantage of an increase to your income value and in some cases the principal as well. They can be a great option when considering lifetime income, but can be often confusing as the bonus is calculated differently in each product. As with any annuity contract, it is important to understand the fine print to ensure the bonus is truly helping you accomplish your goals.”

David Smith, Financial Advisor

Annuity FYI Expert

ARTICLES & GUIDES

Criteria for Evaluating Bonus Annuities

Criteria for Evaluating Bonus Annuities

When evaluating the numerous bonus*** annuity products on the market, Annuity FYI looks fo…

 

*Bonus annuities may carry higher fees and charges than annuities without the bonus feature, may only accumulate interest prior to annuitization, and may not pay the bonus in case of early withdrawal

 
This web page has been reviewed for compliance.Document reference: #1500261-6

Share Button

Annuityfyi.com - Prefooter

Contact

Mailing Address:

1165 NE 105 St.
Miami Shores, FL 33138

Email:

support@annuityfyi.com

Phone:

(866) 223-2121

Follow Us On

Copyright © 2017 AFYI Holdings Group, LLC, All Rights Reserved

Share On Facebook
Share On Twitter
Share On Google Plus
Share On Linkedin
Share On Pinterest