Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Premier Foundation Plus Indexed Annuity is a modified flexible premium deferred index annuity. The minimum single premium is $25,000 for qualified and non-qualified money. Additional premium payments can be made for $1,000 or more. 10% of the contract value (as of the last contract anniversary) may be withdrawn without surrender charges after the first policy year. Surrender charges are ten years in duration, vary by state, and are waived in the event of annuitization, death, or entrance into a hospital or eligible nursing home. There are two optional living benefit riders available for an additional cost: Guaranteed Growth Withdrawal Benefit and Inflation Security Withdrawal Benefit. 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 additional tax. 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

Contribution #1920

WAIVERS

Waiver #6003

Waiver #6004

Waiver #6005

Waiver #6006

WITHDRAWALS

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

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

No Initial Sales available.

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

No Surrender Charges available.

Plans & Other

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Index Select Annuity 10 (CA only)

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