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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Allianz 365i is a limited flexible premium deferred index annuity. The minimum single premium is $20,000 for qualified and non-qualified money. Additional premium payments can be made for $25 or more during the first contrract year only. 10% of the paid premium may be withdrawn in any contract year no premium is paid. Surrender charges are ten years in duration, vary by state, and are waived in the event of annuitization, death, or entrance into an eligible nursing home. There is a premium bonus on all premium received in the first three contract years, which is vested over a 10-year period. The Flexible Annuity Option Rider allows the withdrawal of accumulation value (less any bonus or interest earned on the bonus) anytime after the first contract year for a period certain of 10 to 30 years. The Flexible Withdrawal Rider is an optional rider which, if elected at an extra cost, allows access to a one-time lump-sum payment in any amount up to the accumulation value if admitted to an eligible nursing home, hospital, or assisted living care facility for at least 30 out of 35 consecutive days. An additional nursing home / hospital benefit is also an option at no additional cost. The Income Maximizer Rider is an optional rider which, if elected for an extra cost, offers a 6% interest credit and the opportunity to receive an earned interest credit added to the protected income value each year until income is started. The bonus is subject to a 10-year vesting schedule. 10% of the bonus will become vested on each contract anniversary until the beginning of the 11th contract year, when 100% will be vested. If you surrender your contract before the 11th contract year, you will lose the unvested bonus. Bonus annuities may include higher surrender charges, longer surrender charge periods, lower caps, higher spreads, or other restrictions that are not included in similar annuities that don’t offer a premium bonus feature. During the first 10 contract years, we will apply a surrender charge and unvested bonus reduction if you partially or fully surrender your contract. The same would apply if you begin annuitization, which means receiving regular annuity payments over a specified period of time, prior to the sixth contract year (or for fewer than 10 years). These charges may result in a loss of bonus, indexed interest and fixed interest, and a partial loss of principal (your premium). 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% additional federal income 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. C52575/R95331
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #1921
WAIVERS
Waivers
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Waiver #6007
Waiver #6008
Waiver #6009
Waiver #6010
Waiver #6011
WITHDRAWALS
Withdrawals
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Withdrawal #1806
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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No Transactions available.
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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Special Benefit Value
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #2187
Investments
SETTLEMENTS
Settlements
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Settlement #1751
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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Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
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No Initial Sales available.
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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No Surrender Charges available.
Plans & Other
AGE
Age
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Foe NV only
Most States
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401 (a)
401 (k)
403 (b)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
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No Charges available.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
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GROUP
Jackson National
COMPANY
Jackson National Life Insurance Company
TYPE
Indexed Annuity
INCEPTION
Apr 28, 2008
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Allianz 365i is a limited flexible premium deferred index annuity. The minimum single premium is $20,000 for qualified and non-qualified money. Additional premium payments can be made for $25 or more during the first contrract year only. 10% of the paid premium may be withdrawn in any contract year no premium is paid. Surrender charges are ten years in duration, vary by state, and are waived in the event of annuitization, death, or entrance into an eligible nursing home. There is a premium bonus on all premium received in the first three contract years, which is vested over a 10-year period. The Flexible Annuity Option Rider allows the withdrawal of accumulation value (less any bonus or interest earned on the bonus) anytime after the first contract year for a period certain of 10 to 30 years. The Flexible Withdrawal Rider is an optional rider which, if elected at an extra cost, allows access to a one-time lump-sum payment in any amount up to the accumulation value if admitted to an eligible nursing home, hospital, or assisted living care facility for at least 30 out of 35 consecutive days. An additional nursing home / hospital benefit is also an option at no additional cost. The Income Maximizer Rider is an optional rider which, if elected for an extra cost, offers a 6% interest credit and the opportunity to receive an earned interest credit added to the protected income value each year until income is started. The bonus is subject to a 10-year vesting schedule. 10% of the bonus will become vested on each contract anniversary until the beginning of the 11th contract year, when 100% will be vested. If you surrender your contract before the 11th contract year, you will lose the unvested bonus. Bonus annuities may include higher surrender charges, longer surrender charge periods, lower caps, higher spreads, or other restrictions that are not included in similar annuities that don’t offer a premium bonus feature. During the first 10 contract years, we will apply a surrender charge and unvested bonus reduction if you partially or fully surrender your contract. The same would apply if you begin annuitization, which means receiving regular annuity payments over a specified period of time, prior to the sixth contract year (or for fewer than 10 years). These charges may result in a loss of bonus, indexed interest and fixed interest, and a partial loss of principal (your premium). 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% additional federal income 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. C52575/R95331
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #1921
WAIVERS
Waivers
Select all
Waiver #6007
Waiver #6008
Waiver #6009
Waiver #6010
Waiver #6011
WITHDRAWALS
Withdrawals
Select all
Withdrawal #1806
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
Special Benefit Value
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #2187
Investments
SETTLEMENTS
Settlements
Select all
Settlement #1751
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
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
No Surrender Charges available.
Plans & Other
AGE
Age
Select all
Foe NV only
Most States
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
403 (b)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
No Charges available.
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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