Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Athene Agility 7 is a single premium deferred annuity. The minimum single premium is $10,000 for qualified and non-qualified money ($5,000 in AK, HI, MN, MO, NJ, OR, PA, TX, UT and WA). 10% of the accumulated value is available in the first contract year without a withdrawal charge. Surrender charges are seven years in duration and are waived in the event of death, confinement, or diagnosis of a terminal illness. There is a bailout feature available should the declared 1-Year PTP strategy annual cap rate fall below the bailout cap rate.  There is a Return of Premium feature available for an extra charge.  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 the claims-paying ability of the 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.

Contribution / Waiver / Withdrawal

Transaction Transfers

Transaction #1447

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

Premium Bonus

Features

No Features available for this product.

Combine Benefits

No Combine Benefits available for this product.

Guarantees

Guarantee #1437

Guarantee #1739

Guarantee #1853

Guarantee #2050

Guarantee #2190

Guarantee #3093

Settlements

Fixed Accounts

No Fixed Accounts available for this product.

Indexed Accounts

No Indexed Accounts available for this product.

Allocation Models

No Allocation Models available for this product.

LBR Riders

Voya IncomeProtector Withdrawal Benefit

DBR Riders

Basic Death Benefit

Charge Initial Sales

Initial Sale #1447

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #3073

Surrender #3074

Voya Secure Index Opportunities Plus Annuity

CUSIP Basic Info

Contribution / Waiver / Withdrawal