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Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
Allianz Benefit Control is a limited flexible premium deferred index annuity with a market value adjustment. The minimum single premium is $20,000 for qualified and non-qualified money. Additional premium payments can be made of min $25 during the first 18 months only. Surrender charges are 10 years in duration (may vary with state availability); and are waived in the event of death, or entrance into a nursing home. 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 PIV (Protected Income Value) rider provides guaranteed lifetime income withdrawals based on the protected income value. The AIM benefit (Allianz Income Multiplier) allows for doubling annual maximum income withdrawal if confined to an eligible nursing home, hospital, or assisted living facility for at least 90 days out of 120, or if unable to perform at least two of six activities of daily living. The bonus is a Premium bonus credited to the PIV and there are two interest bonus choices that are credited to the PIV. 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
Contributions
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Contribution #1958
WAIVERS
Waivers
Select all
Waiver #6106
Waiver #6107
Waiver #6108
Waiver #6109
WITHDRAWALS
Withdrawals
Select all
Withdrawal #1843
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
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #2328
Guarantee #2352
Guarantee #2410
Guarantee #2934
Investments
SETTLEMENTS
Settlements
Select all
Settlement #1788
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
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Guaranteed Minimum Withdrawal Benefit
DBR RIDERS
DBR Riders
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Basic Death Benefit
Guaranteed Death Benefit (GDB) Optional
Charges
INITIAL SALES
Initial Sales
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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
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IN Only
Most States
PRODUCT PLANS
Product Plans
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401 (a)
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
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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Voya Lifetime Income
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GROUP
Voya
COMPANY
Voya Insurance And Annuity Company
TYPE
Indexed Annuity
INCEPTION
Feb 27, 2013
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
Allianz Benefit Control is a limited flexible premium deferred index annuity with a market value adjustment. The minimum single premium is $20,000 for qualified and non-qualified money. Additional premium payments can be made of min $25 during the first 18 months only. Surrender charges are 10 years in duration (may vary with state availability); and are waived in the event of death, or entrance into a nursing home. 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 PIV (Protected Income Value) rider provides guaranteed lifetime income withdrawals based on the protected income value. The AIM benefit (Allianz Income Multiplier) allows for doubling annual maximum income withdrawal if confined to an eligible nursing home, hospital, or assisted living facility for at least 90 days out of 120, or if unable to perform at least two of six activities of daily living. The bonus is a Premium bonus credited to the PIV and there are two interest bonus choices that are credited to the PIV. 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
Contributions
Select all
Contribution #1958
WAIVERS
Waivers
Select all
Waiver #6106
Waiver #6107
Waiver #6108
Waiver #6109
WITHDRAWALS
Withdrawals
Select all
Withdrawal #1843
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
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #2328
Guarantee #2352
Guarantee #2410
Guarantee #2934
Investments
SETTLEMENTS
Settlements
Select all
Settlement #1788
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
Guaranteed Minimum Withdrawal Benefit
DBR RIDERS
DBR Riders
Select all
Basic Death Benefit
Guaranteed Death Benefit (GDB) Optional
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
IN Only
Most States
PRODUCT PLANS
Product Plans
Select all
401 (a)
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
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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Cancel