Premium bonus power with principal protection.
Trailhead FIA PLUS is a protection-first fixed indexed annuity built for clients who want a premium bonus story, multiple allocation choices, and downside protection from market loss, subject to contract terms.
Download the approved materials.
Product Spec Sheet
Review product specifications, state availability notes, allocation rules, and contract details.
Rate Sheet
Review the latest FIA PLUS rates, premium bands, and bonus rider values.
Consumer Brochure
Use the approved client-facing brochure for full consumer-friendly product positioning.
Commission Grid
Check commission information, including details for ages 81-89.
Need numbers for a client case?
Submit the illustration request here and EverVest will help with next steps so you can quickly position Trailhead FIA PLUS for the right client scenario.
Request an Illustration
Complete the form below and EverVest will help prepare the next steps for your FIA PLUS case.
Updated bonus rates.
Premium Bonus
No annual rider fee.
Enhanced Premium Bonus
Annual fee of 0.95%.
Get appointed and start the conversation.
Get appointed today and start offering a protection-first FIA with premium bonus options, current crediting rates, and multiple allocation choices.
Get AppointedProducer reminder: availability differs from Trailhead FIA. State availability is listed in the product spec sheet. See carrier-approved materials for full product details, current crediting terms, and restrictions.
Request an Illustration - 26% Premium Bonus FIA Plus
Important disclosures: This page is intended for informational and producer-facing marketing support only. Rates and product availability are subject to change without notice. Product features, withdrawal provisions, surrender charges, riders, and state availability may vary and should be confirmed before use.
Bonus is applied to accumulation value at issue and vests over time. Unvested bonus is not available upon surrender. Fixed indexed annuities do not participate directly in stock or equity investments. Guarantees are based on the financial strength and claims-paying ability of the issuing insurance company.
For agent use only. Not intended for use with the general public or consumers. Product availability, features, and rates may vary by state and are subject to change without notice. Information provided on this website is for informational purposes only and does not constitute a solicitation or offer to sell insurance or annuity products in any jurisdiction where such solicitation or offer would be unlawful. Please contact EverVest directly to confirm the most current product details, availability, and rates. Main: 888-990-5501