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What is a No Surrender Annuity?

Most annuities allow you to withdraw either your interest earnings or up to 15% per year without a penalty. If you want to withdraw more than this, most annuities have a surrender charge — a penalty for making an early withdrawal above the free withdrawal amount. Typically this surrender charge decreases over a period of time, such as seven years.

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ADVISOR INSIGHT

“Let’s be honest, a buyer of an annuity with no withdrawal penalties is someone who most definitely has commitment issues! All kidding aside, in many cases the investor will pay higher fees long term if he chooses this option. However, sometimes the freedom and flexibility outweigh the cost.”

Joshua Tschirgi, Financial Advisor

Annuity FYI Expert

ARTICLES & GUIDES

Criteria for Evaluating No-Surrender Annuities

 

Criteria for Evaluating No-Surrender Annuities

 

When evaluating the numerous no-surrender annuity products on the market, Annuity FYI looks for…

Surrender Charges Explained

 

Surrender Charges Explained

 

Most annuities allow you to withdraw either your interest earnings or up to 10-15% per year without a penalty…

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