Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Voya Wealth Builder Eight is a flexible premium deferred fixed index annuity with a market value adjustment. The minimum initial contribution is $15,000 for qualified and non-qualified funds. Additional premium payments can be made for a minimum of $1,000.  5% charge free partial withdrawals are available beginning in the second policy year without surrender charges or a market value adjustment. Systematic Withdrawal is an option.  There are eight years of surrender charges which vary by age and state and may be waived in the event of death, entrance into a nursing home or diagnosis of a terminal illness. There is a 30-day window at the end of the guarantee period in which all or part of the accumulated funds may be withdrawn without a surrender charge or market value adjustment. Withdrawals may result in federal income tax and an additional 10% IRS penalty tax prior to age 59. All features or contract 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 #1958

WAIVERS

Waiver #6106

Waiver #6107

Waiver #6108

Waiver #6109

WITHDRAWALS

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #2328

Guarantee #2352

Guarantee #2410

Guarantee #2934

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

Guaranteed Minimum Withdrawal Benefit

DBR RIDERS

Basic Death Benefit

Guaranteed Death Benefit (GDB) Optional

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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Voya Lifetime Income

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