Fixed Indexed Annuity

Allianz 222

Allianz

4.5%

Best Cap

10%

Free W/D

A fixed index annuity that provides principal protection with growth potential tied to market indexes, plus guaranteed lifetime income with bonuses. Designed for retirement savers who want market upside without downside risk.

Free Withdrawal

10%/yr

Available In

1 states

Min Premium

$20,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
BlackRock iBLD Claria II Excess Return IndexAnnual--100%--
Bloomberg US Dynamic Balance II ER IndexAnnual--85%--
PIMCO Tactical Balanced ER IndexAnnual--105%--
S&P 500 Futures Daily Risk Control 5% Index Excess ReturnAnnual--145%--
S&P 500 IndexAnnual4.5%100%--
S&P 500 IndexMonthly1.7%100%--
Fixed Account2-Year------
Fixed Account5Y------
Fixed AccountDaily----2.8%

Key Features

Premium Bonus

15%

15% bonus on all premium paid in first three contract years

Interest Bonus

50%

50% bonus on any earned interest credited to Protected Income Value

Index Options

5 index options

Choose from S&P 500, Nasdaq-100, Russell 2000, Barclays US Dynamic Balance Index II, or blended index

Lifetime Income

5.0%-6.0% annual withdrawal rates

Guaranteed payments for life starting at age 60

Free Withdrawals

10% annually

Take up to 10% of premium annually without surrender charges

Income Multiplier

Up to 200%

Up to double annual income if confined to qualifying care facility

Additional Premium

$100,000 maximum

Add money to contract until third anniversary

Highlights

1

Earn potential interest based on market indexes like S&P 500 without market risk to your principal

2

Get a 15% bonus on premiums paid in the first three years plus 50% bonus on all interest earned

3

Receive guaranteed lifetime income starting at age 60 with potential annual increases

4

Access up to 10% of your premium each year without surrender charges after the first year

5

Double your income withdrawals if confined to nursing care, hospital, or assisted living for 90+ days

Surrender Schedule

Yr 1

10%

Yr 2

10%

Yr 3

10%

Yr 4

8.75%

Yr 5

7.5%

Yr 6

6.25%

Yr 7

5%

Yr 8

3.75%

Yr 9

2.5%

Yr 10

1.25%

After

0%

Nursing home waiver

Best For

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

Consider Alternatives If

People who need immediate access to their money or want to start income payments right away.

Carrier Ratings

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

Free Comparison Report

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See year-by-year projections for your specific age, premium, and income goals.

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