Interest Rates and Annuities
Much of the news you hear about in the financial industry revolves around the current interest rate and how it …
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 |
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Accumulator Plus Retirement Cornerstone CP |
 |
Value Select |
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Vision Variable (Income Protector) |
| Click Here for Complete List… | |
FROM OUR BLOG
Unhappy With Your Annuity? Consider a 1035 Exchange
When you use money from an existing annuity to buy another one, the process is often referred to as an …
Annuity News: Year in Review
Annuities were a hot topic in financial news this year. According to a recent InsuranceNewsNet article both lawsuits and regulation were …
Annuity Sales Rules To Be Adopted By Year’s End
As most people nurse their holiday hangover and gear up for the upcoming New Year’s celebration, state insurance regulators are …
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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