Fixed Annuities Help Reduce Bull Market Risk
The current bull market has the portfolios of many investors heavy on the stock side, and all of this talk …
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.
ANNUITY FYI’S TOP BONUS ANNUITIES PICKS
| Company | Product Name |
 |
Accumulator Plus Retirement Cornerstone CP |
 |
Value Select |
 |
Vision Variable (Income Protector) |
| Click Here for Complete List… | |
FROM OUR BLOG
New Immediate Annuity from Fidelity Investments
Fidelity Investments has recently announced the launch of IncomeSource®, a Single Premium Immediate Annuity underwritten by two Western & Southern …
Retirement Planning “Don’ts”
When you consider factors like health care costs, taxes, inflation and market volatility, you realize just how challenging retirement planning …
Annuity Laddering and Your Retirement Savings Strategy
Concern over outliving retirement savings is very legitimate as life expectancies continue to lengthen. One method of providing peace of …
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
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
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