Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The TruMax 5 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 5 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.

Contributions & Waivers

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

Premium Bonus

Features & Benefits

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

Lifetime Income Benefit Rider with Wellbeing benefit

Lifetime Income Benefit Rider with Indexing Income

Lifetime Income Benefit Rider

DBR RIDERS

Basic Death Benefit

Charges

INITIAL SALES

No Initial Sales available.

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

No Surrender Charges available.

Plans & Other

AGE

Age #1876

PRODUCT PLANS

IRA

IRA Rollover

Non-Qualified

CHARGES

No Charges available.

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Retirement Gold

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