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EquiTrust University

December 18, 2020 @ 10:00 AM - 11:00 AM

 

 

Non-bonus index annuities typically feature higher rates for greater long-term accumulation potential. On the other hand, bonus index annuities give buyers an early boost on accumulation values.

Are there advantages to choosing a bonus over a non-bonus product? For some clients…YES!

Circumstances that may support a bonus index annuity:

Shorter-term, penalty-free access for wealth transfer, annuitization, or income rider withdrawals
10% penalty-free withdrawals may be higher in early years (bridge to Social Security benefits)
Recovery from underperforming product
Low index performance
Low interest rates

 

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Details

Date:
December 18, 2020
Time:
10:00 AM - 11:00 AM
Event Category:
Website:
https://register.gotowebinar.com/register/978171028029961739

Organizer

Equitrust
Phone:
800-811-9733
View Organizer Website

Venue

Webinar
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