Beacon Data Entry

PP

● Active · Clear Spring Life and Annuity Company

Preserve Plus 5

Modified about 7 years ago · Group 1001

COMPANY Clear Spring Life and Annuity Company

GROUP Group 1001

TYPE Indexed Annuity

INCEPTION Apr 24, 2014

Details Death Benefits Riders Age Contribution Bonuses Charges CUSIP Waivers Withdrawals Transactions Systematic Transfers Features Combine Benefits Guarantee Settlements Allocation Model Investment Requirement Copy Product

Name *

Internal Name *

Bonus Type *

Policy Type *

Rider Select Rule *

Based on Life *

Inception Date *

Closed date

Account value

Benefit base

Increases cdsc

Cumilative based

Terminated

Exception

Not available in states

Description

Term opt termination

Term opt cancellation

Scrap book

Vesting / Bonus Recapture

+ Add Vest / Recap Schedule

Name *

Description

Number of Years Per.(%)

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

Bonus Cases

+ Add Bonus Case

Name *

Inception Date *

Expiration Date *

Case Description *

Owner Min Age *

Owner Max Age *

Annuitant Min Age *

Annuitant Max Age *

Charge Basis

Charge Frequency

Current Charge

Max Charge

Percentage

Bonus Eligibility

Bonus Begin Yr

Bonus End Yr

Bonus Term

Bonus Num Days

Min Purchase Payment

Max Purchase Payment

Min Contract Value

Exception

Not available in states

Cancel Back to Bonuses