Annuity Sales Trends
If you watch financial news headlines you may have seen recent stories about a slump in annuity sales. However, the …
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
Prudential to Halt Sales of Variable Annuities with GLWB
Prudential Financial has announced that they will no longer sell variable annuities with guaranteed living benefits in response to the …
Nationwide Announces New Annuity Suite
In response to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, annuity heavy weight, Nationwide has announced the …
New Annuity Product for New Yorkers
AIG Life & Retirement has just launched Power Index Premier NY Index Annuity with Lifetime Income Builder, according to a …
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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