Nassau Bonus AnnuitySM

What Can Be Done To Catch Up On Retirement?

Nassau Bonus AnnuitySM

What Can Be Done To Catch Up On Retirement?

Nassau Bonus Annuity Couple in convertable car

Anxiety about meeting retirement goals is not new for retirees, that's why we created our exclusive white paper, Catching Up: Steps You Can Take To Help Get Your Retirement Savings On Track. Use this with your clients to discuss tactical ways to increase their preparedness for retirement, including how Nassau Bonus Annuity can give them an upfront boost to help accelerate their savings.

Download the white paper to provide your clients:

  • Strategies to accelerate retirement preparedness
  • Explainers on the importance of a balanced retirement portfolio
  • Knowledge on how Nassau Bonus Annuity can instantly boost their retirement savings*

Five Reasons You Can Trust Nassau To Build Your Business

170+ Year Legacy1

A Storied History of Innovation

4.9★ TrustPilot Rating2

A Dedicated Service Team That Cares

$1.5B Total Adjusted Capital3

A Company with Strong Finances

$24.3B Assets Under Management3

An Experienced, Dedicated Wealth Manager

374,000 Policies & Contracts3

A Partner You & Your Clients Can Trust

Important Disclosures

*Products offering a bonus may offer less favorable credited interest rates, participation, and cap rates than products not offering a bonus. Over time, the amount of the bonus may be more than offset by these less favorable rates. Bonus is not available for immediate withdrawal and the bonus amount and associated earnings are subject to a vesting schedule. The bonus amount may vary by age and is not intended to meet short-term financial goals. See Product Disclosure for details.

1. Nassau Financial Group’s predecessor company was founded in 1851.

2. Rating for Nassau Financial Group as of 6/30/24, subject to change. Source: trustpilot.com

3. For Nassau Financial Group as of 6/30/24.

For producer use only. Not for use as sales material with the general public.

Product features, rider options, and availability may vary by state. Actual product details, including all terms and conditions that apply, are contained in the annuity contract. Product sales must be appropriate based on a comprehensive evaluation of the customer's financial situation, needs, and objectives. Guarantees are based on the claims-paying ability of the issuing Company.

Nassau, its affiliated companies, and employees do not give fiduciary, legal or tax advice.

Nassau Bonus Annuity (19FIA3, ICC19FIA3, 19GLWB3, ICC19GLWB3.1) is a single premium deferred fixed indexed annuity issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as "Nassau Life and Annuity Insurance Company." Nassau Life and Annuity Company is not authorized to do business in ME and NY, but that is subject to change. Nassau Life and Annuity Company is a subsidiary of Nassau Financial Group.

Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee

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