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.

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ANNUITY FYI’S TOP BONUS ANNUITIES PICKS

CompanyProduct Name
axa-life-insuranceAccumulator Plus Retirement Cornerstone CP
pacific_lifeValue Select
allianz_logoVision Variable (Income Protector)
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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

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

 
This web page has been reviewed for compliance.Document reference: #1500261-6

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