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Identity
NAME
*
INTERNAL NAME
BONUS TYPE
*
— Select —
Benefit Base Bonus
Premium Bonus
Rate Bonus
POLICY TYPE
Fixed Annuity
RIDER SELECT RULE
— Select —
Default
Mandatory
Optional
BASED ON LIFE
*
— Select —
Owner
Annuitant
Owner and Annuitant
Owner (or Annuitant if owner is a natural entity)
Owner (or Annuitant if owner is a non-natural person)
INCEPTION DATE
*
CLOSED DATE
Flags
Account Value
Benefit Base
Increases CDSC
Cumulative Based
Exceptions
Terminated
Availability
*
Exception
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DESCRIPTION
TERM OPT TERMINATION
TERM OPT CANCELLATION
SCRAP BOOK
Vesting / Bonus Recapture
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Vesting / Bonus Recapture New
Identity
NAME
*
TREATMENT TYPE
*
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Vesting
Bonus Recapture
DESCRIPTION
Number of Years Per. (%)
YR 1
YR 2
YR 3
YR 4
YR 5
YR 6
YR 7
YR 8
YR 9
YR 10
YR 11
YR 12
YR 13
YR 14
YR 15
YR 16
YR 17
YR 18
YR 19
YR 20
Bonus Cases
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Identity
NAME
*
BONUS TYPE
*
— Select —
Benefit Base Bonus
Premium Bonus
Rate Bonus
POLICY TYPE
Fixed Annuity
INCEPTION DATE
*
EXPIRATION DATE
Charge Details
CHARGE BASIS
— Select —
Account Value
Accumulation Value
Benefit Base
Earnings
Fixed Account Value
Indexed Account Value
Interest Bonus
Others
Purchase Payments
Variable Account Value
CHARGE FREQUENCY
— Select —
Annually
Approved By Issuer
Bi-Monthly
Contract Anniversary
Daily
Monthly
Others
Quarterly
Requested
Semi-Annually
CURRENT CHARGE
MAX CHARGE
PERCENTAGE
Bonus Period
BONUS ELIGIBILITY
BEGIN YEAR
END YEAR
BONUS TERM
NUM DAYS
Payment & Contract Limits
MIN PURCHASE PAYMENT
MAX PURCHASE PAYMENT
MIN CONTRACT VALUE
Age Limits
OWNER MIN AGE
*
OWNER MAX AGE
*
ANNUITANT MIN AGE
ANNUITANT MAX AGE
CASE DESCRIPTION
Availability
Exception
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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)
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Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
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New Hampshire (NH)
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New Mexico (NM)
New York (NY)
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Ohio (OH)
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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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GROUP
—
COMPANY
Western National
TYPE
Fixed Annuity
INCEPTION
Jun 01, 1995
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
›
Identity
NAME
*
INTERNAL NAME
BONUS TYPE
*
— Select —
Benefit Base Bonus
Premium Bonus
Rate Bonus
POLICY TYPE
Fixed Annuity
RIDER SELECT RULE
— Select —
Default
Mandatory
Optional
BASED ON LIFE
*
— Select —
Owner
Annuitant
Owner and Annuitant
Owner (or Annuitant if owner is a natural entity)
Owner (or Annuitant if owner is a non-natural person)
INCEPTION DATE
*
CLOSED DATE
Flags
Account Value
Benefit Base
Increases CDSC
Cumulative Based
Exceptions
Terminated
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)
→
←
Not available in states
Notes
DESCRIPTION
TERM OPT TERMINATION
TERM OPT CANCELLATION
SCRAP BOOK
Vesting / Bonus Recapture
+ Add Vest / Recap Schedule
Vesting / Bonus Recapture New
Identity
NAME
*
TREATMENT TYPE
*
— Select —
Vesting
Bonus Recapture
DESCRIPTION
Number of Years Per. (%)
YR 1
YR 2
YR 3
YR 4
YR 5
YR 6
YR 7
YR 8
YR 9
YR 10
YR 11
YR 12
YR 13
YR 14
YR 15
YR 16
YR 17
YR 18
YR 19
YR 20
Bonus Cases
+ Add Bonus Case
Bonus Case New
Identity
NAME
*
BONUS TYPE
*
— Select —
Benefit Base Bonus
Premium Bonus
Rate Bonus
POLICY TYPE
Fixed Annuity
INCEPTION DATE
*
EXPIRATION DATE
Charge Details
CHARGE BASIS
— Select —
Account Value
Accumulation Value
Benefit Base
Earnings
Fixed Account Value
Indexed Account Value
Interest Bonus
Others
Purchase Payments
Variable Account Value
CHARGE FREQUENCY
— Select —
Annually
Approved By Issuer
Bi-Monthly
Contract Anniversary
Daily
Monthly
Others
Quarterly
Requested
Semi-Annually
CURRENT CHARGE
MAX CHARGE
PERCENTAGE
Bonus Period
BONUS ELIGIBILITY
BEGIN YEAR
END YEAR
BONUS TERM
NUM DAYS
Payment & Contract Limits
MIN PURCHASE PAYMENT
MAX PURCHASE PAYMENT
MIN CONTRACT VALUE
Age Limits
OWNER MIN AGE
*
OWNER MAX AGE
*
ANNUITANT MIN AGE
ANNUITANT MAX AGE
CASE DESCRIPTION
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)
→
←
Not available in states
Cancel