Nassau Bonus Annuity (Group A) Income Benefit
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Nassau Bonus Annuity is a Single Premium Accumulation-Focused Fixed Indexed Annuity with a Premium Bonus and Guaranteed Lifetime Withdrawal Benefit Options.
Available in states:
AL, AZ, AR, CO, DC, IL, IA, KS, MD, MI, MS, NE, NV, NH, NM, NC, ND, OK, SD, TN, VT, WV, and WY
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Sunrise Smart Passage SG Participation Rate |
Nassau Sunrise
Annual
|
70%
Participation
|
| 2-Year Sunrise Smart Passage SG Participation Rate |
Nassau Sunrise
Biennial
|
125%
Participation
|
| 1-Year Sunrise Smart Passage SG Enhanced Participation Rate |
Nassau Sunrise
Annual
|
94%
Participation
|
| 2-Year Sunrise Smart Passage SG Enhanced Participation Rate |
Nassau Sunrise
Biennial
|
165%
Participation
|
| 1-Year Fixed Account |
Fixed
|
3.85%
Fixed
|
| 2-Year Nasdaq-100 PTP Enhanced Participation Rate |
Point to Point
Biennial
|
50%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10%
Cap
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
40%
Participation
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
50%
Participation
|
| 1-Year S&P 500 PTP Enhanced Participation Rate |
Point to Point
Annual
|
51%
Participation
|
| 2-Year S&P 500 PTP Enhanced Participation Rate |
Point to Point
Biennial
|
66%
Participation
|
| 1-Year Nasdaq-100 PTP Participation Rate |
Point to Point
Annual
|
27%
Participation
|
| 2-Year Nasdaq-100 PTP Participation Rate |
Point to Point
Biennial
|
37%
Participation
|
| 1-Year Nasdaq-100 PTP Enhanced Participation Rate |
Point to Point
Annual
|
37%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 12% | 12% | 12% | 11% | 10% | 9% | 8% | 7% | 6% | 4% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Bonus Annuity Amplified Income Plus | Yes | 0.95% annually (1.50% max) |
| Bonus Annuity Amplified Income Plus with Rising Income Opportunity | Yes | 0.95% annually (1.50% max) |