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BonusRev Fixed Index Annuity | Premium Bonus FIA | EverVest

Now Available — Rates Effective April 13, 2026

A 10-Year Fixed Index Annuity Built for Bonus Potential.

Offer clients BonusRev™, a Revol One Financial fixed index annuity with two premium bonus rider options, flexible S&P 500® index strategies, and built-in liquidity features available at contract issue.

16%
Core Bonus Ages 0–70
22%
Max Bonus Ages 0–70
115%
TCA Par After 10% — Max
Current BonusRev Rate Snapshot
16%
Core Premium Bonus — Issue Ages 0–70
3.60%
Max Annual Fixed Interest Rate

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Your Name(Required)

Rates effective April 13, 2026. Subject to change. Bonus percentages are subject to issue age and vesting schedule. Not available in all states.

Why Partner with EverVest

Built Around Your Success

EverVest is an independent marketing organization dedicated to giving producers the products, support, and tools they need to serve clients and grow their book of business.

01

Fast, Frictionless Contracting

We make getting appointed simple. Our team walks you through contracting so you’re ready to write business quickly — with no unnecessary delays or back-and-forth.

02

Dedicated Sales Team Access

You get a real person on the phone — our sales and case design team is available to help you review fit, run illustrations, and work through complex cases alongside you.

03

Competitive Compensation

Work with an IMO that believes producers deserve to be paid well for the value they deliver. We offer competitive comp structures across our product portfolio.

04

Marketing & Case Materials

Access ready-to-use product highlights, rate sheets, state availability, and client-facing materials — so you spend more time with clients and less time building tools from scratch.

05

Case Design Support

Our team can help you compare BonusRev’s Core and Max Premium Bonus options, explain liquidity differences, and position the product for appropriate client situations.

06

A Portfolio Built to Compete

From fixed index annuities to life insurance, EverVest brings you products with competitive rates and features that hold up in client conversations and against the competition.

The Product

BonusRev™ 10-Year Fixed Index Annuity

A 10-year FIA from Revol One Insurance Company offering immediate growth potential through Core and Max Premium Bonus rider options, multiple S&P 500® indexed interest options, and flexible lock-in features on eligible participation strategies.

Premium Bonus Rider Options

Core Premium Bonus — Ages 0–7016%
Core Premium Bonus — Ages 71–8511%
Max Premium Bonus — Ages 0–7022%
Max Premium Bonus — Ages 71–8515%

Fixed Interest & Product Fee

Core Annual Fixed Interest Rate3.10%
Max Annual Fixed Interest Rate3.60%
Core Annual Product FeeNone
Max Annual Product Fee0.95%

S&P 500® Strategy Rates

1-Year Point-to-Point Cap Rate6.50% Core / 7.50% Max
5-Year Guaranteed Cap Rate6.00% Core / 7.00% Max
Participation Rate35% Core / 40% Max
Participation Rate After 5%50% Core / 60% Max
Participation Rate After 10%90% Core / 100% Max

S&P 500® Dynamic Intraday TCA Strategy Rates

1-Year Point-to-Point Cap Rate7.50% Core / 8.50% Max
5-Year Guaranteed Cap Rate7.25% Core / 8.25% Max
Participation Rate45% Core / 55% Max
Participation Rate After 5%65% Core / 75% Max
Participation Rate After 10%105% Core / 115% Max

Liquidity Features

Free Partial Surrenders10% of Initial Premium Annually
Max Bonus CarryoverUp to 20%
RMD AccessAvailable Without Surrender Charge
Free Look Period30 Days

Key Product Parameters

Surrender Charge Period10 Years
Issue Ages0–85
Minimum Premium$10,000
Maximum Premium$1,000,000*

Rates effective April 13, 2026. Premium bonus percentages are subject to change prior to contract issue; the rate declared in the contract will not change. *Higher premium amounts will be considered and require company approval. Product and feature availability varies by state.

Immediate Bonus Potential

Choose between Core and Max Premium Bonus rider options designed to align with each client’s growth and flexibility goals.

🔒

Index Lock Rider

Manual, automatic upper, and automatic lower lock options on eligible Par Rate, Par After 5%, and Par After 10% strategies.

📈

Enhanced Participation

Participation Rate After 10% options are designed to help clients participate more fully in stronger market years.

💧

10% Free Withdrawals

Up to 10% of initial premium available annually beginning at contract issue.

🏥

Waiver Provisions

Premium bonus becomes fully vested and surrender charges/MVA may be waived for qualifying nursing home confinement or terminal illness.

🛡️

Principal Protection

Clients receive fixed index annuity protection from direct market loss, backed by the claims-paying ability of Revol One Insurance Company.

Producer Positioning

How to Talk About BonusRev

BonusRev is designed for client conversations focused on immediate bonus potential, flexible index-crediting options, and access to liquidity when life happens.

★★★★★

Lead with the two bonus choices: Core for no annual product fee, or Max for a higher bonus and higher strategy rates with a 0.95% annual product fee.

Positioning PointCore vs. Max Bonus Options
★★★★★

Use the Index Lock Rider story for clients who like the idea of capturing gains during the year instead of waiting passively until the end of the strategy term.

Positioning PointFlexible Lock-In Options
★★★★★

Highlight that 10% free partial surrenders are available at contract issue, with the Max option adding unused withdrawal carryover up to 20% in a given contract year.

Positioning PointLiquidity and Carryover
Ready to Partner?

Get Contracted with EverVest Today

Whether you have a BonusRev case in hand or you’re evaluating a new annuity solution, our team is ready to help.

📞
Toll Free: 888-990-5501
📞
Direct: 952-542-6300
📞
Sales: 218-877-8878
📍
6500 City West Parkway, Suite 101 — Eden Prairie, MN

Get Started with EverVest

Tell us about yourself and we’ll reach out to get you contracted and ready to write BonusRev business.

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About You

Your Name(Required)

By submitting, you agree to be contacted by EverVest, Inc. regarding producer opportunities and product information. Product availability subject to state regulations and change.

Toll Free – 888-990-5501

Direct – 952-542-6300
Sales – 218-877-8878

Fax – 888-990-5123 

6500 City West Parkway Suite # 101
Eden Prairie, MN 55344

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