Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The TruePath Income is a modified single premium deferred index annuity with a market value adjustment. The minimum single premium is $25,000 for qualified and non-qualified money. Additional premium of $500 can be made at any time during the first contract year, maximum total contribution without approval is $2 million. 10% of the total premium may be withdrawn during the first contract year and greater of 10% of the last contract anniversary value or RMD without any surrender charges and MVA. Surrender charges are 10 years in duration, (may vary with state availability), and may be waived in the event of death, entrance into nursing home or diagnosis of a terminal illness. There is a GLWB available at issue. 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

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

Premium Bonus

Features

No Features available for this product.

Combine Benefits

No Combine Benefits available for this product.

Guarantees

Guarantee #2541

Guarantee #3204

Guarantee #3245

Guarantee #3613

Allocation Models

No Allocation Models available for this product.

LBR Riders

Lifetime Income Benefit Rider - CA

Lifetime Income Benefit Rider

Lifetime Income Benefit Rider with Wellbeing Benefit

Lifetime Income Benefit Rider with Indexing Income

Lifetime Income Benefit Rider (No Fee)

DBR Riders

Basic Death Benefit

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 #3557

Surrender #3558

Foundation Gold

CUSIP Basic Info

Contribution / Waiver / Withdrawal