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Basic Info
CUSIP NUMBER
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CUSIP NAME
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INCEPTION DATE
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CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Phoenix Foundations 7 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 The minimum single premium is $25,000 for qualified and non-qualified money. 10% of the contract value may be withdrawn each policy year without a surrender charge or market value adjustment. Systematic Withdrawal is an option. Surrender charges are seven years in duration (7,7,7,6,6,5,5) are waived in the event of annuitization, death, entrance into a hospital or nursing home, or diagnosis of a terminal illness. 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. Early surrender charges may also apply. 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 #1977
WAIVERS
Waivers
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Waiver #6624
Waiver #6625
Waiver #6626
WITHDRAWALS
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Withdrawal #1862
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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No Transactions available.
SYSTEMATIC TRANSFERS
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BONUSES
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No Bonuses available.
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #2395
Investments
SETTLEMENTS
Settlements
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Settlement #1808
FIXED ACCOUNTS
Fixed Accounts
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INDEXED ACCOUNTS
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Riders & Models
ALLOCATION MODELS
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LBR RIDERS
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Guaranteed Lifetime Income
DBR RIDERS
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Basic Death Benefit
Guaranteed Lifetime Income - Death Benefit
Charges
INITIAL SALES
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M&E CHARGES
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SURRENDER CHARGES
Surrender Charges
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No Surrender Charges available.
Plans & Other
AGE
Age
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Age #1848
PRODUCT PLANS
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401 (a)
401 (k)
403 (b)
HR-10 (Keogh)
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GROUP
Forethought Financial
COMPANY
Global Atlantic
TYPE
Indexed Annuity
INCEPTION
Jul 22, 2013
‹
Overview
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Benefits & Guarantees
Financial
CUSIP
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Phoenix Foundations 7 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. 10% of the contract value may be withdrawn each policy year without a surrender charge or market value adjustment. Systematic Withdrawal is an option. Surrender charges are seven years in duration (7,7,7,6,6,5,5) are waived in the event of annuitization, death, entrance into a hospital or nursing home, or diagnosis of a terminal illness. 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. Early surrender charges may also apply. 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 #1977
WAIVERS
Waivers
Select all
Waiver #6624
Waiver #6625
Waiver #6626
WITHDRAWALS
Withdrawals
Select all
Withdrawal #1862
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 #2395
Investments
SETTLEMENTS
Settlements
Select all
Settlement #1808
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 Lifetime Income
DBR RIDERS
DBR Riders
Select all
Basic Death Benefit
Guaranteed Lifetime Income - Death Benefit
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
Age #1848
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
403 (b)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
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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