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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Accumulator Bonus Maxxx Elite is a Flexible Premium Deferred Annuity. The minimum initial contribution is $5,000 Non-Qualified and $2,000 Qualified. There is a 5% cumulative free withdrawal up to 25% of premium payments received. There are no surrender charges if the policy is held for a minimum of five years and a payout is taken over a minimum of ten years. The five year deferral requirement is waived in the event of entrance into a Nursing Home or Hospital. There is an optional death benefit rider available for non-qualified policies where the owner and annuitant are the same individual and enables the beneficiary to receive up to 28% of the contracts gain. A charge for this rider does apply.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #925
WAIVERS
Waivers
Select all
Waiver #2991
Waiver #2992
Waiver #2993
Waiver #2994
WITHDRAWALS
Withdrawals
Select all
Withdrawal #885
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #873
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #7689
Bonus #7690
Bonus #7691
Bonus #7692
Bonus #7693
Bonus #7694
Bonus #7695
Bonus #7696
Bonus #7697
Bonus #7698
Bonus #7699
Bonus #7700
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #876
Investments
SETTLEMENTS
Settlements
Select all
Settlement #877
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
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Initial Sale #873
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #1550
Plans & Other
AGE
Age
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Age #887
PRODUCT PLANS
Product Plans
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403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
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Charge #873
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Exception
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GROUP
Great American
COMPANY
Annuity Investors Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Jul 29, 2013
‹
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 Accumulator Bonus Maxxx Elite is a Flexible Premium Deferred Annuity. The minimum initial contribution is $5,000 Non-Qualified and $2,000 Qualified. There is a 5% cumulative free withdrawal up to 25% of premium payments received. There are no surrender charges if the policy is held for a minimum of five years and a payout is taken over a minimum of ten years. The five year deferral requirement is waived in the event of entrance into a Nursing Home or Hospital. There is an optional death benefit rider available for non-qualified policies where the owner and annuitant are the same individual and enables the beneficiary to receive up to 28% of the contracts gain. A charge for this rider does apply.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #925
WAIVERS
Waivers
Select all
Waiver #2991
Waiver #2992
Waiver #2993
Waiver #2994
WITHDRAWALS
Withdrawals
Select all
Withdrawal #885
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #873
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #7689
Bonus #7690
Bonus #7691
Bonus #7692
Bonus #7693
Bonus #7694
Bonus #7695
Bonus #7696
Bonus #7697
Bonus #7698
Bonus #7699
Bonus #7700
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #876
Investments
SETTLEMENTS
Settlements
Select all
Settlement #877
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
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #873
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #1550
Plans & Other
AGE
Age
Select all
Age #887
PRODUCT PLANS
Product Plans
Select all
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #873
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