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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The AssurancePlus 5 is a modified, single premium deferred annuity. The minimum single premium is $2,000 for qualified and non-qualified money. Additional contributions can be made during the first contract year. 10% of the interest earned may be withdrawn beginning in the first contract year and 10% of the account value as of the prior contract anniversary may be withdrawn beginning in the second contract year. Systematic Withdrawal is an option. Surrender charges are five years in duration (7,7,7,6,5) and are waived in the event of annuitization for five years or more, bail-out, death, entrance into a nursing home, hospital, long-term care facility, or diagnosis of a terminal illness. A 0.50% purchase payment bonus will be added to the account value for each purchase payment. The bonus and interest earned on it will be forfeited if the contract is canceled or surrendered in the first contract year. 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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #184
WAIVERS
Waivers
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Waiver #531
Waiver #532
Waiver #533
WITHDRAWALS
Withdrawals
Select all
Withdrawal #181
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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Transaction #178
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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No Bonuses available.
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 #184
Investments
SETTLEMENTS
Settlements
Select all
Settlement #169
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 #182
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #244
Plans & Other
AGE
Age
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Age #172
PRODUCT PLANS
Product Plans
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403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
SEP IRA
Spousal IRA
CHARGES
Charges
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Charge #178
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
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California (CA)
Colorado (CO)
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Dist of Columbia (DC)
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GROUP
—
COMPANY
London Pacific Life & Annuity Company
TYPE
Fixed Annuity
INCEPTION
Jul 01, 1995
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The AssurancePlus 5 is a modified, single premium deferred annuity. The minimum single premium is $2,000 for qualified and non-qualified money. Additional contributions can be made during the first contract year. 10% of the interest earned may be withdrawn beginning in the first contract year and 10% of the account value as of the prior contract anniversary may be withdrawn beginning in the second contract year. Systematic Withdrawal is an option. Surrender charges are five years in duration (7,7,7,6,5) and are waived in the event of annuitization for five years or more, bail-out, death, entrance into a nursing home, hospital, long-term care facility, or diagnosis of a terminal illness. A 0.50% purchase payment bonus will be added to the account value for each purchase payment. The bonus and interest earned on it will be forfeited if the contract is canceled or surrendered in the first contract year. 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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #184
WAIVERS
Waivers
Select all
Waiver #531
Waiver #532
Waiver #533
WITHDRAWALS
Withdrawals
Select all
Withdrawal #181
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #178
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #184
Investments
SETTLEMENTS
Settlements
Select all
Settlement #169
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 #182
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #244
Plans & Other
AGE
Age
Select all
Age #172
PRODUCT PLANS
Product Plans
Select all
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #178
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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