Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The ANICO Value-Lock 10 is a single premium deferred index annuity with a market value adjustment (MVA varies by state). The minimum single premium is $4,000 for qualified and $5,000 for non-qualified money.  10% of the accumulated value may be withdrawn after the first policy year.  Systematic Withdrawal is an option.  Surrender charges are ten years in duration, vary by state, and are waived in the event of death, disability, entrance into a nursing home or hospital.   May choose to stop future participation in the performance of the Index and lock in gains at anytime.  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.  Early surrender charges may also apply.  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 a bank product protected by the FDIC.

Contribution / Waiver / Withdrawal

Contributions

Contribution #1615

Waivers

Waiver #7539

Waiver #8266

Withdrawals

Transaction Transfers

Transaction #1495

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Features

No Features available for this product.

Combine Benefits

No Combine Benefits available for this product.

Guarantees

No Guarantees available for this product.

Settlements

Fixed Accounts

No Fixed Accounts available for this product.

Indexed Accounts

No Indexed Accounts available for this product.

Charge Initial Sales

Initial Sale #1495

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #3029

The Provider

CUSIP Basic Info

Contribution / Waiver / Withdrawal