Glossary Term

Premium (Annuity)

In the context of annuities, the premium is the lump-sum payment you make to the insurance company to purchase the contract. For a MYGA or fixed annuity, this is typically a single payment made at the time of purchase.

Premium Minimums and Tiers

Most fixed annuities have minimum premium requirements that vary by product. Common minimums range from $2,500 to $100,000. Some carriers offer higher credited rates at higher premium levels (for example, a better rate for deposits of $100,000 or more), known as rate tiers or premium bands.

Maximum premiums also exist, typically in the range of $1 million to $5 million per contract, though this varies by carrier and product.

Premium and Tax Status

Whether your premium comes from after-tax savings (non-qualified) or pre-tax retirement funds (qualified) determines how your future withdrawals will be taxed. Your premium amount also becomes your cost basis in a non-qualified contract.

Key takeaway: The premium is your initial deposit into the annuity. Minimum requirements vary by product. Higher premiums sometimes qualify for better rates. Compare current rates by investment amount.
Disclaimer: This glossary entry is for informational and educational purposes only. It does not constitute financial, tax, or legal advice. Annuity products vary by state and carrier. Always consult a licensed financial professional before making financial decisions.
Command finished with code: 0