In the News: Annuity Leaders Talk Hot Topics
Recently Keefe, Bruyette & Woods (KBW), a full-service, boutique investment bank and broker-dealer that specializes in the financial services sector, …
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
The Profile of an Annuity Buyer
During the month of September, the Insured Retirement Institute is hosting 4 virtual sessions, the Supply Chain Summit, to examine …
Symetra Introduces Two New Indexed Annuities
There are two new single-premium indexed annuity contracts available, both coming from the U.S. arm of Sumitomo Life Insurance Company …
New Non-Variable Indexed Annuity from Nationwide
Ohio-based insurer, Nationwide, has recently launched a new, non-variable indexed annuity in an effort to give consumers more of what …
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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