Hit a double bullseye this summer with TWO limited-time bonus increases
For a limited time, TWO top-selling fixed index annuities (FIAs)1 from Allianz Life Insurance Company of North America (Allianz) are getting a BIG BONUS BOOST:
- 32% premium bonus on Allianz Benefit Control® Annuity2
- 47% premium bonus on Allianz 222® Annuity3
Plus, there are other great reasons to consider Allianz Benefit Control® or Allianz 222® for your clients:
- Bigger income potential: Interest bonus options to boost future income potential even more.
- Address cost-of-living increases: Income payments have the potential to increase based on credited interest and a PIV interest bonus.4
- Index Lock: Gives clients more control to lock in an index value at any point once per crediting period.5
Of course, this is in addition to the other features offered on fixed index annuities, such as principal protection from market downturns, tax-deferred accumulation potential, and a death benefit for beneficiaries. All features of an annuity should be considered prior to making a suitable recommendation.
Premium+ Event business rules
Applications received in the Allianz home office on Tuesday, July 9, 2024 through August 26, 2024 will automatically receive the post-change version of the product.
Pending applications or issued contracts within their free-look period receiving the pre-change version of the product may opt in to the post-change version of the product by submitting the July 2024 Product Change Letter of Instruction to the home office no later than the end of the free-look period or Monday, August 26, 2024, whichever occurs earliest.
Submit the form right here to download a rate sheet and call us today at 800-255-5055 for more information and to secure your qualification to offer this limited-distribution annuity.
Disclosures:
1 Wink’s Sales & Market Report, 1Q 2024.
2 Both the premium bonus and interest bonus are credited only to the Protected Income Value (PIV). To receive the PIV, including the value of these bonuses, lifetime withdrawals must be taken. The PIV is not available as a lump sum. Clients will not receive these bonuses if the contract is fully surrendered or if traditional annuitization payments are taken. If it is partially surrendered the PIV will be reduced proportionally, which could result in a partial loss of bonuses.
3 The premium bonus and interest bonus are credited only to the Protected Income Value (PIV). To receive the PIV, including the bonus, the contract must be held for at least 10 contract years, and then lifetime income withdrawals must be taken. Clients will not receive the bonuses if the contract is fully surrendered or if annuitization payments are taken. If it is partially surrendered the PIV will be reduced proportionally, which could result in a partial loss of bonuses.
4 Increasing income potential is provided through a built-in rider at no additional cost.
5 Exercising an Index Lock may result in an interest credit higher or lower than if a lock had not been exercised.
Bonus annuities may include higher surrender charges, longer surrender charge periods, lower caps, higher spreads, or other restrictions that are not included in similar annuities that don't offer a bonus feature.
Any distributions are subject to ordinary income tax and, if taken prior to age 59½, a 10% federal additional tax.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Products are issued by Allianz Life Insurance Company of North America.
This content does not apply to the state of New York.
Product and feature availability may vary by state and broker/dealer.
For financial professional use only – not for use with the public.
C64237-MVA, R95581-MVA
C54370-MVA, R95352-MVA
EFIX-7154