Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The American Equity IncomeShield 10 is a flexible premium deferred index annuity. The minimum single premium is $5,000 for qualified and non-qualified money. Additional contributions can be made for $1,000 or more. 10% of the purchase payment may be withdrawn after the first policy year and interest earned may be withdrawn during the first policy year without incurring a surrender charge. Systematic Withdrawal and RMDs are an option. Surrender charges are 10 years in duration (may vary with state availability); and are waived in the event of death, entrance into a nursing home (may vary based on age and state), or diagnosis of a terminal illness (may vary based on age and state). There is an optional Lifetime Income Benefit Rider available which, if elected at an extra cost, provides lifetime income. There is also a fee and no fee income rider option. There is an optional MVA Rider available. 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

Contribution #2084

WAIVERS

Waiver #6560

Waiver #6561

Waiver #6562

Waiver #7854

WITHDRAWALS

Withdrawal #1968

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

Vesting Premium Bonus

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #2848

Guarantee #2889

Guarantee #2930

Guarantee #3329

Investments

SETTLEMENTS

Settlement #1914

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

Guaranteed Minimum Withdrawal Benefit

DBR RIDERS

Basic Death Benefit

Enhanced 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

State Availability

Exception

Not available in states

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Alabama (AL)
Alaska (AK)
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