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Annuity FAQs - Loans

Can I take a loan against my annuity contract?

Some annuity contracts do include a loan provision. A loan distribution is considered a taxable event just as a withdrawal would be taxed. In addition, loan interest will be charged until the loan is paid in full. Please review your annuity contract or contact our Customer Service Center for information and loan availability from your specific contract.

How do I repay my loan?

To make a partial or full loan payment, complete and sign a Premium Deposit/Loan Payment Form and return it along with your personal check or bank check to our Customer Service Center.

To repay the loan in full, please contact our Customer Service Center for the loan payoff amount prior to submitting your payment.

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© Vantis Life Insurance Company, Windsor, CT. All rights reserved.
Vantis, Vantis Life, A better life experience, The Savings Bank Life Insurance Company, and SBLI are registered trademarks of Vantis Life Insurance Company.

Savings Bank Life Insurance (SBLI) products are available to Connecticut residents only.

Life insurance and annuities issued by Vantis Life Insurance Company, Windsor, CT (all states except NY) and by Vantis Life Insurance Company of New York, Brewster, NY (NY only). Products not available in all states and state variations may apply.