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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The ChoiceFour is a Single Premium Deferred Annuity. The initial minimum contribution is $10,000 qualified and non-qualified. Additional contributions are allowed within the first policy year only. Withdrawal of interest earnings is available. Surrender charges vary by state chosen and are waived in the event of annuitization, death, or entrance into a nursing home. There are four contract options available: Base contract (9-year surrender charge schedule, free withdrawals of prior 12 months interest), MVA option 9-year surrender schedule, 1.50% premium bonus, MVA, free withdrawals of prior 12 months interest), Liquidity Option (6-year surrender schedule, free withdrawals of 10% of accumulation value annually after year two), and combination of MVA and Liquidity Option (6-year surrender schedule, 1.50% premium bonus, MVA, free withdrawals of 10% of accumulation value annually after year two). Withdrawals may be subject to Federal/State income tax, and if taken prior to age 59 1/2, a 10% Federal Penalty tax. 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 securities or bank products protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #155
WAIVERS
Waivers
Select all
Waiver #461
WITHDRAWALS
Withdrawals
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Withdrawal #154
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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Transaction #151
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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Bonus #458
Bonus #914
Bonus #1566
Bonus #1567
Bonus #1922
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #155
Investments
SETTLEMENTS
Settlements
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Settlement #151
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
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Initial Sale #153
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #213
Plans & Other
AGE
Age
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Age #149
PRODUCT PLANS
Product Plans
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401 (k)
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
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Charge #151
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)
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New Hampshire (NH)
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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
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Financial
CUSIP
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Allocation Model
Investment Requirement
›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The ChoiceFour is a Single Premium Deferred Annuity. The initial minimum contribution is $10,000 qualified and non-qualified. Additional contributions are allowed within the first policy year only. Withdrawal of interest earnings is available. Surrender charges vary by state chosen and are waived in the event of annuitization, death, or entrance into a nursing home. There are four contract options available: Base contract (9-year surrender charge schedule, free withdrawals of prior 12 months interest), MVA option 9-year surrender schedule, 1.50% premium bonus, MVA, free withdrawals of prior 12 months interest), Liquidity Option (6-year surrender schedule, free withdrawals of 10% of accumulation value annually after year two), and combination of MVA and Liquidity Option (6-year surrender schedule, 1.50% premium bonus, MVA, free withdrawals of 10% of accumulation value annually after year two). Withdrawals may be subject to Federal/State income tax, and if taken prior to age 59 1/2, a 10% Federal Penalty tax. 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 securities or bank products protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #155
WAIVERS
Waivers
Select all
Waiver #461
WITHDRAWALS
Withdrawals
Select all
Withdrawal #154
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #151
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #458
Bonus #914
Bonus #1566
Bonus #1567
Bonus #1922
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #155
Investments
SETTLEMENTS
Settlements
Select all
Settlement #151
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 #153
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #213
Plans & Other
AGE
Age
Select all
Age #149
PRODUCT PLANS
Product Plans
Select all
401 (k)
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #151
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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Not available in states
Cancel