Product alert

 

We will be communicating this to your financial professionals.

 

Our Premium+ Event ends November 4 …

but our Premium+ Event has been so popular that we decided to make these changes to our bonus and roll-up percentages. Instead of going back to the bonus and roll-up percentages that were offered prior to the event, the following bonus and roll-up percentages will be effective November 5, 2013:

 

MasterDex X® Annuity

Premium bonus increases from 5% to 6%.

Simple Income II/III Rider
Simple bonus increases from 6% to 7%.

 

Important note: These changes require the use of new Statements of
 Understanding and consumer brochure inserts.

 

These bonus increases are in addition to the other great
features offered on fixed annuities like principal protection, tax deferral, and lifetime income. Please consider all annuity features prior to making a suitable recommendation.

 

Business/transaction rules:

Applications signed on or before 11/4/13 and received in the Allianz home office by 3:00 Central time on 11/11/13 will be eligible for the Premium+ bonus and roll-up percentages.

  • For applications eligible for the Premium+ bonus and roll-up percentages, product and rider Statements of Understanding with revision date 9/2013 will be required prior to issue.
  • Applications signed on 11/5/13 or later and/or received in the Allianz home office after 3:00 Central time on 11/11/13 will be eligible for the bonus and roll-up percentages in effect at that time, listed above.
  • For applications eligible for bonus and roll-up percentages in effect as of 11/5/13, product and rider Statements of Understanding with revision date 11/2013 will be required prior to issue.


On October 30, 2013, you will be able to select between two versions of forms and materials based on when the application will be submitted.

 

If you have any questions, please contact your Allianz
representative.

 

 

Annuities are designed to meet long-term needs for retirement income. They
provide guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries.

The premium bonus becomes vested over a 10-year period at 10% per year. None of the bonus is vested during the first contract year. 10% of
the bonus becomes vested on each contract anniversary until the beginning of the 11th year, when 100% is vested. During the first 10 years we will
apply a surrender charge and unvested bonus reduction if you
partially or fully surrender your contract. The surrender charges would also apply if annuitization payments begin prior to the sixth contract year or are taken for fewer than 10 years. These charges may result in a loss of bonus, credited interest, and partial loss of principal. Since this is a bonus annuity, it
may include higher surrender charges, longer surrender charge
periods, lower caps, higher spreads, or other restrictions that
are not included in similar annuities that don’t offer a premium
bonus.

The optional Simple Income II/III Rider annual fee is 0.75% of the simple
withdrawal value, deducted monthly from the accumulation value
and guaranteed minimum value (in most states).

Guarantees are backed by the financial strength and claims-paying ability of
Allianz Life Insurance Company of North America.

Products are issued by: 
Allianz Life Insurance Company of North America

5701 Golden Hills Drive, Minneapolis, MN 55416-1297


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the public.

Product and feature availability may vary by state and
broker/dealer.