Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The MarketFive Index is a flexible premium fixed deferred annuity with a market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money. Additional contributions can be made for a minimum of $2,000.  The renewal year maximum premium amount per contract year without home office approval will be $2,50,000. 10% of the accumulated value may be withdrawn each policy year after the first. Systematic withdrawals of interest are allowed in the first year from the 1-Year Interest Account without Surrender Charge or MVA and must be taken via electronic funds transfer (EFT). Surrender charges are 5 years in duration (may vary with state availability); and may be waived in the event of annuitization, death, entrance into a nursing home and diagnosed with terminal illness. MVA is not available in all states. 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.

FG Retirement Pro

CUSIP Basic Info

Contribution / Waiver / Withdrawal