Denali Bonus 10 (CA Only)
The Denali Bonus 10 Annuity is a fantastic choice for residents of California planning for retirement. With its robust returns and 10% upfront bonus, you'll enjoy a secure supplement to your golden years.
What's more, the product offers lifetime income options and withdrawal benefits to suit your lifestyle desires. The peace of mind it offers is truly priceless. You can't go wrong with Denali Bonus 10!
Denali Bonus 10 (CA Only)
About Product
Allocation Accounts
Name | Type | Rates |
---|---|---|
1-Year Nasdaq Generations 5 PTP Boost Spread |
Boost
Annual
|
1.75%
Spread
|
1-Year Barclays Atlas 5 PTP Boost Spread |
Boost
Annual
|
1.5%
Spread
|
1-Year S&P 500 RavenPack AI PTP Boost Spread |
Boost
Annual
|
2%
Spread
|
1-Year Fixed Account |
Fixed
|
3%
Fixed
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
37%
Participation
|
1-Year Nasdaq Generations 5 PTP Participation Rate |
Point to Point
Annual
|
137%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
5.5%
Cap
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
1.85%
Cap
|
1-Year Barclays Atlas 5 PTP Participation Rate |
Point to Point
Annual
|
135%
Participation
|
1-Year S&P 500 PTP Monthly Average Participation Rate |
Point to Point
Annual
Monthly average
|
70%
Participation
|
1-Year S&P 500 RavenPack AI PTP Participation Rate |
Point to Point
Annual
|
145%
Participation
|
1-Year S&P 500 Duo Swift PTP Participation Rate |
Point to Point
Annual
|
50%
Participation
|
Surrender schedule
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 8% | 7% | 6% | 6% | 5% | 4% | 3% | 2% | 1% | 1% |
Riders
Name | Inbuilt | Fee |
---|---|---|
Denali Bonus with Lifetime Withdrawal Benefit | Yes |
Waivers
No Waivers for Denali Bonus 10 (CA Only) annuity.
Premium Notes
- $10,000 Qualified and Non-Qualified
- Additional premiums allowed 1st 12 months. (Minimum Additional Premium: $2,000). Additional premiums accepted as both, Lump Sum or Periodic payments.
Withdrawal Provisions
Free withdrawalsEach year after the first policy year, you may withdraw up to 5% of your account value (as of the most recent policy anniversary). Free withdrawals will not be subject to withdrawal charges, market value adjustments or bonus recovery percentages, if applicable. One non-systematic free withdrawal allowed per year.
- A.M. Best B
- Comdex 32