Bonus Flexible Annuity vs Allianz 222

Side-by-side comparison with live CANNEX rate data

United of Omaha Insurance Company (a Mutual of Omaha company)

Bonus Flexible Annuity

Tax-Deferred Annuity with Bonus Rate & Flexible Access

Free W/D

10%

A.M. BestA+
Moody'sA1
Standard & Poor'sAA-

Surrender (8 yrs)

Y1 8%Y2 8%Y3 7%Y4 6%Y5 5%Y6 4%Y7 3%Y8 2%
States50
Min Premium$5,000
Issue Age089

Best For

This product is best for investors age 85 or under who want tax-deferred retirement savings with guaranteed principal protection, flexible access to funds, and multiple income options in retirement.

Allianz Life Insurance Company of North America

Allianz 222

Fixed index annuity with bonuses and guaranteed lifetime income potential

Cap Rate

4.5%

Participation

100%

Fixed Rate

2.8%

Free W/D

10%

A.M. BestA+
Moody'sAa3
Standard & Poor'sAA

Strategies (9)

BlackRock iBLD Claria II Excess Return Index100% part
Bloomberg US Dynamic Balance II ER Index85% part
PIMCO Tactical Balanced ER Index105% part
S&P 500 Futures Daily Risk Control 5% Index Excess Return145% part
S&P 500 Index4.5% cap

Surrender (10 yrs)

Y1 10%Y2 10%Y3 10%Y4 8.75%Y5 7.5%Y6 6.25%Y7 5%Y8 3.75%Y9 2.5%Y10 1.25%

Waivers

Nursing home waiver
States1
Min Premium$20,000
Issue Age080

Best For

Retirement savers who want principal protection with growth potential and guaranteed lifetime income, especially those not needing immediate income.

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