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Basic Info
CUSIP NUMBER
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CUSIP NAME
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INCEPTION DATE
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CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The GuaranteeShield 3 is a single premium deferred annuity with a market value adjustment. The minimum initial contribution is $10,000 for qualified funds and non-qualified funds. 10% free withdrawal is available after the first policy year. Surrender charges are three years in duration (9%, 8%, 7%)and are waived in the event of 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. Guarantees based on claims paying ability of insurer. Free look period may vary by state. 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
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Contribution #1190
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Waiver #3998
Waiver #3999
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Waiver #4001
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Withdrawal #1106
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TRANSACTION TRANSFERS
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Transaction #1084
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No Systematic Transfers available.
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Features & Benefits
FEATURES
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COMBINE BENEFITS
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #1090
Investments
SETTLEMENTS
Settlements
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Settlement #1090
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Charges
INITIAL SALES
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Initial Sale #1084
M&E CHARGES
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SURRENDER CHARGES
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Surrender #2156
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Age #1114
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Charge #1084
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GROUP
Great American
COMPANY
MassMutual Ascend Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Dec 06, 2021
‹
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 GuaranteeShield 3 is a single premium deferred annuity with a market value adjustment. The minimum initial contribution is $10,000 for qualified funds and non-qualified funds. 10% free withdrawal is available after the first policy year. Surrender charges are three years in duration (9%, 8%, 7%)and are waived in the event of 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. Guarantees based on claims paying ability of insurer. Free look period may vary by state. 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
Contributions
Select all
Contribution #1190
WAIVERS
Waivers
Select all
Waiver #3998
Waiver #3999
Waiver #4000
Waiver #4001
WITHDRAWALS
Withdrawals
Select all
Withdrawal #1106
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #1084
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #1090
Investments
SETTLEMENTS
Settlements
Select all
Settlement #1090
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
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #1084
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #2156
Plans & Other
AGE
Age
Select all
Age #1114
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 #1084
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)
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