New RILA from Equitable Offers Protection of Lifetime Income
Equitable, the brand name of the retirement and protections subsidiaries of Equitable Holdings, Inc., has just announced a new registered …
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
New Fixed Index Annuity Suite from North American
One of the largest issuers of fixed index annuities (FIAs) in the United States, North American Company for Life and …
Generating Lifetime Income From Your Retirement Savings
For many, the “savings” part of retirement planning is the easy part. It’s figuring out how to turn that savings …
Study Finds People Want Guaranteed Income but Not Annuities
How would you like to have a guaranteed stream of income in retirement? Most people would jump at the opportunity. …
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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