Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The IncomeShield 9 - CA is a flexible premium deferred index annuity. The minimum single premium is $5,000 for qualified and non-qualified money. Additional contributions can be made for $1,000 or more. 10% of the purchase payment may be withdrawn after the first policy year and interest earned may be withdrawn during the first policy year without incurring a surrender charge. Systematic Withdrawal and RMDs are an option. Surrender charges are 9 years in duration and are waived in the event of death. There is an optional Lifetime Income Benefit with 3 options available which, if elected at an extra cost, provides lifetime income. There is an optional MVA Rider available. 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

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

Interest Bonus

Features

Flexible Annuity Options Rider

Flexible Withdrawal Rider

Combine Benefits

No Combine Benefits available for this product.

Guarantees

Guarantee #2068

Guarantee #2199

Guarantee #3170

Guarantee #3171

Charge Initial Sales

No Charge Initial Sales available for this product.

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #3387

Surrender #3388

Surrender #3389

Allianz 360

CUSIP Basic Info

Contribution / Waiver / Withdrawal