Planning For and Protecting Your Retirement
According to a recent article from US News, 72% of Americans say that they think it’s important to protect retirement …
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 |
 |
Vision Variable (Income Protector) |
| Click Here for Complete List… | |
FROM OUR BLOG
IRS Ruling Favors Fee-Based Annuities
A new tax ruling from the Internal Revenue Service has the potential to increase the use of annuities by registered …
Jackson Updates Variable Annuity Suite, Teams With Fidelity
In an effort to streamline a slew of add-on options to its variable annuity line, Jackson National Life Insurance Company® …
Take Advantage Of Growth Opportunity and Risk Protection With Athene’s New Annuity Product
Athene USA has just launched a new registered index-linked annuity (RILA), and according to a recent InsuranceNewsNet article, the design …
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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