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Product Details

Nassau Bonus Annuity 10 Group B With Income

Company social profile:

Product Name

Nassau Bonus Annuity 10 Group B With Income

Annuity Type

FIA

Issuing Insurance Company and Ratings

Nassau Life Insurance Company

Ratings

A.M. Best
B++
5th of 15
5th of 15
Standard & Poor's
N/A
N/A
N/A
Fitch
BB+
11th of 19
11th of 19

Product Information

The Nassau Bonus Annuity 10 Group B With Income is a single-premium fixed indexed annuity with a 10 year surrender charge period, an MVA provision. The Nassau Bonus Annuity 10 Group B With Income also includes a First Year Premium Bonus of 10% which vests over a 10-Year Vesting Schedule.

Key Features

Premium Types:  Single
Minimum Premium: 15,000
Maximum Premium: 1,000,000
Free Look Period: 10 Days
Rate Lock Period: 60 Days
Tax-Qualified: 457, IRA, 401k, 401a, KEOGH, NonQual, TSA 403b, IRA-Roth, IRA-Simple, IRA Rollover

Rates

Effective Date: 01/04/2026
Initial Guarantee Period: N/A
Next Change: N/A

Premium Amount: $100,000 - See Notes (High-Band)

3 Year Guarantee Period Annual Yield:

Interest rate start of year 1 through end of year 3:
Current
4.05%
4.05%
Effective Date: 01/04/2026
Next Change: N/A
Initial Guarantee Period: N/A
Premium Amount: 15,000 - 1,000,000
Current
0 Year Guarantee Period Annual Yield:
3.2%
Interest rate start of year 1 through end of year 0:
3.2%
Accumulation Value (assuming no withdrawals)
Accumulation Value (assuming no withdrawals)

Deposit Amount: $

Premium Amount: $100,000 - See Notes (Low-Band)

Flexible Premiums Not Accepted
Interest rate start of year 1 through end of year 3:

Current

4.05%
4.05%
Accumulation Value (assuming no withdrawals)
Deposit Amount: $

State Approvals

AK CT DE FL GA HI ID KY LA MA MN MO MT NJ NV OH OR PA RI SC TX UT VA WA WI WY

Withdrawal Provisions

First Year Withdrawals: 10%
Withdrawal Years 2+: 10%
Wait Period Interest Only : No Wait
Withdraw from the accumulation Value After : Immediately
Minimum Policy Value : $15,000
Withdrawl Calculated On: Accumulation
Date For Calculation: Issue
Systematic Withdrawl: Yes
Min Withdrawl Amount: $250
Cumulative Free Withdrawl: No

Eligibility & Restrictions

Age Limits(Owner and Annuitant): 80
Premium Limits: Flexible Premiums Not Accepted
State Restrictions: Min issue age is 81 in WY
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