Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Assured Advisory is a single premium deferred annuity with a flexible guaranteed lifetime withdrawal benefit. There is a market value adjustment. The minimum initial contribution is $25,000 for qualified and non-qualified money. Additional contributions are allowed within the first 60 days after contract issue. Beginning in the first contract year, up to 10% of the contract value as of the previous anniversary may be withdrawn without a surrender charge or market value adjustment.  Systematic withdrawal is an option. This product includes a Flexible Guaranteed Lifetime Withdrawal Benefit for an annual fee which guarantees lifetime income payments for the life of the covered person(s) even if the contract value is completely depleted due to lifetime income withdrawals, as long as withdrawals are within specified parameters. Surrender charges vary by state and are waived in the event of annuitization, death, diagnosis of a terminal illness, entrance into a qualifying institution or extended care facility.  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.

Contributions & Waivers

CONTRIBUTIONS

Contribution #1007

WAIVERS

Waiver #3277

Waiver #3278

Waiver #3279

WITHDRAWALS

Withdrawal #963

Transfers & Bonuses

TRANSACTION TRANSFERS

Transaction #945

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #948

Investments

SETTLEMENTS

Settlement #948

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

No LBR Riders available.

DBR RIDERS

No DBR Riders available.

Charges

INITIAL SALES

Initial Sale #945

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

Surrender #1806

Plans & Other

State Availability

Exception

Not available in states

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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)
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Michigan (MI)
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Mississippi (MS)
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Montana (MT)
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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)