Traditional Annuity Benefits -
with more options!
The Allianz 222 Annuity
As an Allianz PreferredSM FMO, The Annuity Store has access to the newest fixed index annuity from Allianz Life Insurance of North America (Allianz) This exclusive product is available only to Allianz Preferred financial professionals.
In addition to traditional fixed index annuity benefits such as tax deferral, protection of principal and credited interest, Allianz 222® Annuity also provides these three benefits with no additional fees:
2 ways to get a bonus to the Protected Income Value
15% bonus on premium in the first three contract years
50% bonus on any interest earned from allocations
2 ways to get an income withdrawal increase
Lifetime withdrawals can increase based on interest earned from chosen allocations, plus the 50% bonus
Withdrawal can double if the client qualifies due to hospitalization or confinement in an eligible care facility2
2 Ways to get a death benefit
Full accumulation value in a lump sum3
Full Protected Income Value as annuity payments over five years
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1To receive the Protected Income Value, including any premium bonuses and interest bonuses, clients must hold their annuity in deferral for at least 10 contract years and begin receiving lifetime income withdrawals between the ages of 60 and 100. Clients will not receive the premium bonus or potential interest bonuses if the contract is partially or fully surrendered, if traditional annuity payments are taken, or if the Protected Income Value rider is terminated. 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.
2To receive the Allianz Income Multiplier Benefit the client must be confined to a hospital, nursing facility, or assisted living facility for at least 90 days in a consecutive 120-day period. Confinement must occur after the first contract year and either during the contract year before the start of the lifetime income withdrawals or at any time thereafter.
3Before annuity payments begin, at death of the contract owner, beneficiaries receive the greater of the accumulation value, guaranteed minimum value, or cumulative withdrawal amount.
Guarantees are backed by the financial strength and claims paying ability of Allianz Life Insurance Company of North America.
Distributions are subject to ordinary income tax and, if taken prior to age 50 1/2, an additional federal tax.
C54370 and R95352 issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297, www.allianzlife.com
Product and feature availability may vary by state and broker/dealer.