Are You Holding Your Retirement Portfolio Back? Annuity Myths Debunked
Annuity sales continue to make headlines as more and more consumers add them to their retirement planning portfolios. For those …
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) |
Request Product Details | |
FROM OUR BLOG
Allianz Life Adds Annuity to Line-up
Allianz Life Insurance Company of North America is entering the retirement plan business with a new annuity product intended for …
Guaranteed Lifetime Income with New Prudential Annuity
Prudential Financial Inc. recently launched a new indexed variable annuity, FlexGuard® Income, meant to provide customers with investment strategies geared …
Product Alert: Sagicor Life Milestone MYGA 5
This rate is dropping from 3.00% to 2.65% on July 1st. Speak with a registered agent by emailing support@annuityfyi.com or …
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.”
Derek Stamos, Financial Advisor
licensed financial professional
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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