California Annuity Picks of the Week
Featured California Annuity Opportunities
Two Opportunities for Your Next California Case
Compare an accumulation-focused fixed indexed annuity offering a 25% premium bonus with a competitive seven-year guaranteed-rate opportunity.
Pick No. 1 · Fixed Indexed Annuity
Start With a 25% Premium Bonus
Smart Start Accumulator Plus gives California clients an immediate starting boost, a guaranteed first-year interest floor on eligible tailored allocations, and multiple ways to pursue index-linked accumulation.
- 25% premium bonus
- 6.00% first-year interest floor on eligible tailored allocations
- Up to 7.25% compensation through age 75
- S&P 500® and additional index strategies
The 25% bonus option includes a 1.00% annual rider charge. The carrier illustrates a 14.19% net bonus after rider charges through the California surrender-charge period.
Pick No. 2 · Multi-Year Guaranteed Annuity
7.20% Guaranteed for 7 Years
A straightforward guaranteed-rate opportunity backed by an A− rated carrier, with optional annual liquidity and the full accumulated value available at death.
- 7.20% simple interest for seven years
- Full commission through age 80
- Optional 10% annual free-withdrawal rider
- Full accumulated value payable at death, free of withdrawal charges or MVA
Which Opportunity Fits Your Next Case?
EverVest can help you compare the options, request approved materials, prepare illustrations, and get started with contracting.
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For financial professional use only. Not for use with the general public.
Product availability, rates, premium bonuses, rider charges, commissions, issue ages, and contract provisions are subject to change. Verify current product information and state availability with EverVest before making a recommendation or submitting business.
Guarantees are backed by the claims-paying ability of the issuing insurance company. Withdrawals may be subject to withdrawal charges, market value adjustments, and taxes. The IRS may impose an additional 10% penalty on withdrawals made before age 59½.