Walk-Away Deferred Annuities - Flexibility & availability for end of term fixed annuities clients.
Walk-Away Deferred Annuities
Early withdrawal penalties usually apply to deferred annuities.
These fees are in place to protect the insurance company from having to sell a matching duration assets early and at a possible loss.
Walk-Away annuities have surrender charges that permanently terminate once the initial surrender or guarantee period has passed.
The term "walk-away" was coined in response to the invention of two-tiered and rolling/repeating surrender charge products.
Rolling or repeating surrender charge products have been replacing walk-away products very quickly. These products were developed to provide higher rates in a very low rate environment. Additionally, this rolling set-up benefits the insurance company because the premium would be stickier than liquid options, in theory.
Jeff Affronti - Your independent fixed annuity wholesaler.
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