Lincoln Financial Launches New Annuity Products for RIAs
For clients looking for protected lifetime income, Lincoln Financial Group has two new products to offer: Lincoln Insured IncomeSM Advisory, …
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
Purchasing a Variable Annuity Direct? Consider This First
Despite Vanguard’s exit from the variable annuity sales sector this summer, there are still a plethora of choices for consumers …
Vantis Life Launches New Annuity Line-up
Vantis Life Insurance Company, the leading direct-to-consumer life insurance provider, just announced the launch of a new series of annuity …
Pacific Life Offers New Annuity Benefit
Variable annuities from Pacific Life are designed to provide guaranteed lifetime income with growth potential, and a newly introduced optional …
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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