Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The TruMax 7 is a flexible premium deferred index annuity. The minimum single premium is $25,000 for qualified and non-qualified money. Additional premium payments can be made at any time of $500 and maximum total contribution without approval is $1 million. 5% of premium available for withdrawal in the first year, 10% of previous year’s account value available after the first year. Surrender charges are 7 years in duration (may vary with state availability); and may be waived in the event of bail out, death, entrance into an eligible nursing home, or diagnosis of a terminal illness. Guaranteed Minimum Account Value (GMAV) is available at no cost. 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. 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

Contributions

Contribution #1958

Waivers

Waiver #6106

Waiver #6107

Waiver #6108

Waiver #6109

Withdrawals

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Features

No Features available for this product.

Combine Benefits

No Combine Benefits available for this product.

Guarantees

Guarantee #2328

Guarantee #2352

Guarantee #2410

Guarantee #2934

Allocation Models

No Allocation Models available for this product.

LBR Riders

Guaranteed Minimum Withdrawal Benefit

DBR Riders

Basic Death Benefit

Guaranteed Death Benefit (GDB) Optional

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 #3501

Voya Lifetime Income

CUSIP Basic Info

Contribution / Waiver / Withdrawal