New Study: 4% Rule Is Out, Annuities Are In
The so-called 4% rule has been the standard advice given from financial professionals for several decades now. This method recommends …
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
Legacy Launches New Fixed Index Annuity
Legacy Marketing Group has just launched a new fixed index annuity issued by Ameritas Life Insurance Corp, an “A” rated …
Annuity Advantages
An annuity is a contract between you and an insurance company, whereby you give the insurer your premium dollars, and …
Annuity Sales Continue to Break Records
The Secure Retirement Institute Fourth Quarter U.S. Annuity Sales Survey was recently released showing the best annuity sales in over …
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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