Beacon Data Entry
Variable Annuity Products

AmeriSet

Status: Active
Group:
Product Type: Fixed Annuity
Product Status: Approved
Version: 0
Inception Date: January 17, 2001
Closed Date: August 01, 2002
Last Modified: November 19, 2024 00:00
Description: The AmeriSet is a Single Premium Deferred Annuity with a Market Value Adjustment. The minimum initial contribution is $5,000. During the first policy year, earned interest may be withdrawn. There are several surrender schedules based on rate term chosen. Surrender charges are waived in the event of confinement to a Nursing Home. Contract form series 17000. IRAs/qualified plans are already tax deferred. Withdrawals may result in federal income tax, and a 10% IRS penalty tax before age 59 1/2. There is a 30 day window at the end of each guarantee period that allows access to part or all of the accumulated funds.
Fee Based: No
Free Look: Yes
Plan Types: 403 (b), Non-Qualified, IRA, IRA Rollover, IRA Transfer, SEP IRA, Spousal IRA, Others
Premium Types: Single
States Available: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, IN, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WI, WV, WY
States Exception: AL, BERMUDA, GU, MA, ME, NH, NJ, NY, OR, PR, VI, VT, WA
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