Beacon Data Entry
Variable Annuity Products

Advanced Rate Annuity 5

Status: Active
Group: Standard
Product Type: Fixed Annuity
Product Status: Approved
Version: 0
Inception Date: July 01, 1997
Closed Date: December 01, 2002
Last Modified:
Description: Advanced Rate Annuity 5 is a Single Premium Deferred Annuity. A policy can be purchased for $3,500 or more. There are two annual free withdrawals per policy year (so long as withdrawals do not exceed 10% of the accumulated value). Systematic withdrawal, including minimum qualified distribution, is available. Advanced Rate Annuity has five years of surrender charges that are waived in the event of a annuitization, bail-out, death, and entrance into a nursing home.
Fee Based: No
Free Look: Yes
Plan Types: 457 (b), 403 (b), Non-Qualified, IRA, IRA Rollover, IRA Transfer, SEP IRA
Premium Types: Limited Flexible
States Available: WA
States Exception: AK, AL, AR, AZ, BERMUDA, CA, CO, CT, DC, DE, FL, GA, GU, HI, IA, ID, IL, KS, KY, IN, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WI, WV, WY
Version Note:
Scrap Book:

Death benefits

Name Internal name Sequence Inception date
Basic Death Benefit Basic Death Benefit 1