Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Voya Wealth Builder Eight is a flexible premium deferred fixed index annuity with a market value adjustment. The minimum initial contribution is $15,000 for qualified and non-qualified funds. Additional premium payments can be made for a minimum of $1,000.  5% charge free partial withdrawals are available beginning in the second policy year without surrender charges or a market value adjustment. Systematic Withdrawal is an option.  There are eight years of surrender charges which vary by age and state and may be waived in the event of death, entrance into a nursing home or diagnosis of a terminal illness. There is a 30-day window at the end of the guarantee period in which all or part of the accumulated funds may be withdrawn without a surrender charge or market value adjustment. Withdrawals may result in federal income tax and an additional 10% IRS penalty tax prior to age 59. All features or contract 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

Contribution #1603

WAIVERS

Waiver #7498

Waiver #7499

Waiver #7500

Waiver #7501

WITHDRAWALS

Transfers & Bonuses

TRANSACTION TRANSFERS

Transaction #1482

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

No Guarantees available.

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

No LBR Riders available.

DBR RIDERS

Basic Death Benefit

Charges

INITIAL SALES

Initial Sale #1482

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

Surrender #3018

Plans & Other

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Flex Builder Annuity

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