Gain momentum on your course to retirement with Chartline Bonus.
Our fixed indexed annuity with an upfront premium bonus.
Choices with
Chartline Bonus.
Allocate the premium among a lineup of Model Portfolios, index strategies, and a fixed strategy to customize the accumulation strategy.
Model Portfolios
Model Portfolios may be elected to diversify premium among multiple strategies. Funds may be reallocated in or out of a Model Portfolio at the end of each crediting term. Funds allocated to a Model Portfolio will automatically rebalance on each contract anniversary based on the initial model allocation percentages.
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15% S&P 500® with Cap
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15% Nasdaq-100 with Cap
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15% Dow Jones Industrial Average® with Cap
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20% STOXX Europe 600 with Cap
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15% S&P 500® Daily Risk Control 15% with Participation Rate
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20% NYSE Bonds and Commodities with Participation Rate
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40% S&P 500® with Cap
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30% Nasdaq-100 with Cap
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30% Dow Jones Industrial Average® with Cap
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50% S&P 500® with Cap
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30% S&P 500® Daily Risk Control 15% with Participation Rate
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20% NYSE Bonds and Commodities with Participation Rate
Individual Strategies
In addition to Model Portfolios, premium may be elected to allocate premium to individual strategies. These allocations can be used in conjunction with or without Model Portfolios. The total sum of allocations between Model Portfolios and individual strategies must equal 100%.
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1-Year S&P 500® with Cap
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1-Year Nasdaq-100 with Cap
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1-Year Dow Jones Industrial Average® with Cap
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1-Year STOXX Europe 600 with Cap
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1-Year S&P 500® Daily Risk Control 15% with Participation Rate
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1-Year NYSE Bonds and Commodities with Participation Rate
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1-Year Fixed Strategy
Get to know our index providers.
With Chartline Bonus, the premium can be allocated to index strategies that credit interest based on their performance. All of our index providers are well-known and have long-term track records, so annuity owners can make informed decisions based on historical performance.
Get a headstart.
See contract growth from day one.
Chartline Bonus provides an upfront premium bonus that vests over the withdrawal charge period.
Premium Bonus
At issue, a Premium Bonus is applied to the contract value based on the age of the oldest owner and length of the withdrawal charge period. The bonus amount may earn interest over time based on the performance of the selected strategy(ies). During the withdrawal charge period, bonus recapture applies on any withdrawal exceeding the free withdrawal amount, and on annuitization. In the event of death, no bonus recapture applies.
Chartline Bonus Rate Sheet & State Availability Guide