B
Beacon
Data Entry
Cusips
⌘K
N
Nirmala
Signed in as Nirmala
Settings
Sign out
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Athene NY MYG ROP 7 is a flexible premium deferred annuity. The initial minimum contribution is $5,000 qualified and non-qualified. Additional contributions can be made for $1,000 or more and will be allocated to the 1-Year Fixed Strategy. The Initial Interest Rate for this strategy is set at issue and is guaranteed for one year. There is an annual 10% free withdrawal of accumulated value available during the first contract year. Systematic withdrawal is an option. Surrender charges are seven years in duration and are waived in the event of death, confined to a Qualified Care Facility or diagnosis of a terminal illness. Withdrawals taken prior to age 59 1/2 may be subject to IRS penalties and any withdrawals taken during the Surrender Charge Period above the penalty-free amount will be subject to Surrender Charges. This product, its features and rider may not be available in all states. This is an annuity contract issued by an insurance company and not securities or bank products protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #900
WAIVERS
Waivers
Select all
Waiver #2919
Waiver #2920
Waiver #2921
Waiver #2922
Waiver #2923
Waiver #2924
WITHDRAWALS
Withdrawals
Select all
Withdrawal #866
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #855
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
Return of Premium Benefit
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #854
Investments
SETTLEMENTS
Settlements
Select all
Settlement #858
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #852
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #1501
Surrender #1502
Surrender #1503
Surrender #1504
Plans & Other
AGE
Age
Select all
Age #867
PRODUCT PLANS
Product Plans
Select all
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #855
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
→
←
Not available in states
Cancel
NY
● Active
New York Life Secure Term Choice Fixed Annuity III
Delete
Terminate
Edit
GROUP
New York Life
COMPANY
New York Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Jan 02, 2012
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Athene NY MYG ROP 7 is a flexible premium deferred annuity. The initial minimum contribution is $5,000 qualified and non-qualified. Additional contributions can be made for $1,000 or more and will be allocated to the 1-Year Fixed Strategy. The Initial Interest Rate for this strategy is set at issue and is guaranteed for one year. There is an annual 10% free withdrawal of accumulated value available during the first contract year. Systematic withdrawal is an option. Surrender charges are seven years in duration and are waived in the event of death, confined to a Qualified Care Facility or diagnosis of a terminal illness. Withdrawals taken prior to age 59 1/2 may be subject to IRS penalties and any withdrawals taken during the Surrender Charge Period above the penalty-free amount will be subject to Surrender Charges. This product, its features and rider may not be available in all states. This is an annuity contract issued by an insurance company and not securities or bank products protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #900
WAIVERS
Waivers
Select all
Waiver #2919
Waiver #2920
Waiver #2921
Waiver #2922
Waiver #2923
Waiver #2924
WITHDRAWALS
Withdrawals
Select all
Withdrawal #866
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #855
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
Return of Premium Benefit
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #854
Investments
SETTLEMENTS
Settlements
Select all
Settlement #858
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #852
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #1501
Surrender #1502
Surrender #1503
Surrender #1504
Plans & Other
AGE
Age
Select all
Age #867
PRODUCT PLANS
Product Plans
Select all
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #855
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
→
←
Not available in states
Cancel