Product Information
Company name: Allianz
Production date:
Production score: 76.00
Product type: wlti
Income base annual return: 5.59
Income base bonus: 10.00
Surrender period: 10
Product rider fee: 0.00
Product payout ratio: 4.75
Free Withdrawal: 10.00
Index A PIMCO Tactical Balanced ER
Recent 10 years return on base:
5.97
Recent 10 years return value:
4.04
Best 10 years return on value:
4.20
Best 10 years return on value:
4.20
Worst 10 years return on value:
2.09
Index B Bloomberg US Dynamic Balance II ER
Recent 10 years return on base:
5.04
Recent 10 years return value:
3.37
Best 10 years return on value:
3.37
Best 10 years return on value:
3.37
Worst 10 years return on value:
2.09
Product notes 18 mo
Product notes for rider:
The Protected Income Value equals the premium you pay into your annuity, plus a 10% premium bonus, plus any interest from your chosen allocations and any PIV interest bonus we may credit equal to 50% of the interest credited to your Accumulation Value. Withdrawals and surrender charges will decrease your Protected Income Value by the same proportion they decrease the Accumulation Value. Any other fees or charges will decrease your Protected Income Value dollar-for-dollar. The Protected Income Value is only available if you take Lifetime Income Withdrawals or as a Death Benefit if your beneficiaries take the Death Benefit as annuity payments for a period of at least five years.
Product notes for base:
$497768 at 62, $220000 at 47
Product notes payout ratio:
Single: 4.75%, 60-69; 5.25%, 70-79; 5.75%, 80-100. Source: Crump