Nassau Bonus Annuity Now in Indiana

We’re excited to announce that Nassau Bonus Annuity is now available for sale in the state of Indiana. Indiana will be a Group B state for surrender charge schedules and crediting rates for new business. Updated marketing materials, applications, and forms are available now.

Nassau Bonus Annuity is a single premium accumulation-focused fixed indexed annuity with a 10% guaranteed upfront premium bonus (7% for ages 81-85),¹ robust growth potential, and options for generating future income.

Learn More about Nassau Bonus Annuity

Video Course

Looking for an interactive deep-dive about the product led by our staff? Check out our new video series.

Product Overview

Want a quick review of product features? Visit our webpage on Salesnet.

Important Disclosures

1. Bonus percentage is 7% for issue ages 81-85. Products offering a bonus may offer less favorable credited interest rates, participation, and cap rates than products not offering a bonus. The bonus is subject to a vesting schedule and is not immediately available for withdrawal. View the Product Disclosure for details.

For Producer Use Only. Not for distribution to the public.

Products, rider options and other features are subject to state availability. Actual product details, including all terms and conditions that apply, are contained in the annuity contract. Product sales must be appropriate based on a comprehensive evaluation of the customer’s financial situation, insurance needs, and objectives. Guarantees are based on the claims-paying ability of the issuing company. Nassau reserves the right to revise, add, or change indexed accounts and declared rates at any time.

Nassau, its affiliated companies, and employees do not give fiduciary, legal or tax advice.

Nassau Bonus Annuity (19FIA3, ICC19FIA3, 19GLWB3, ICC19GLWB3.1) is issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Nassau Life and Annuity Company is not authorized to conduct business in ME and NY, but that is subject to change. Nassau Life and Annuity Company is a subsidiary of Nassau Financial Group.

Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee.


No comments
Anthony LaRosaNassau Bonus Annuity Now in Indiana