Use the values from your current annuity statement to see a simple illustration of what a replacement could look like immediately after transfer and an applicable new-contract bonus.
Important: This is a simplified educational illustration, not a quote, recommendation, or guarantee. A surrender value may already reflect surrender charges and market value adjustments. Premium bonuses vary by product and may be subject to vesting, recapture, holding-period, or other conditions. Some bonuses apply only to an income-benefit base and do not increase cash or surrender value. Actual indexed annuity crediting is not equivalent to a fixed annual rate. Review the existing and proposed contracts before replacing an annuity.