Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The SecureGain 5 is a single premium deferred index annuity with a market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money. 10% of the purchase payment may be withdrawn during the first policy year and 10% of the account value as of the prior anniversary may be withdrawn after the first policy year without a surrender charge. Systematic Withdrawal is an option. Surrender charges are five years in duration (9,8,7,6,5) and are waived in the event of annuitization, death, entrance into a nursing home, or diagnosis of a terminal illness. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Early surrender charges may also apply. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.

Contribution / Waiver / Withdrawal

Transaction Transfers

Transaction #1141

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Features

No Features available for this product.

Combine Benefits

No Combine Benefits available for this product.

Guarantees

Guarantee #1147

Settlements

Fixed Accounts

No Fixed Accounts available for this product.

Indexed Accounts

No Indexed Accounts available for this product.

Charge Initial Sales

Initial Sale #1141

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #2269

Surrender #2270

Surrender #2271

Surrender #2272

Surrender #2273

SmartSelect

CUSIP Basic Info

Contribution / Waiver / Withdrawal