Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Retirement Foundation ADV is a limited flexible premium deferred index annuity with a market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money. 10% of the paid premium may be withdrawn after the contract anniversary following the most recent premium payment. Surrender charges are 7 years in duration and are waived in the event of entrance into a nursing home, hospital or assisted living care facility. The Flexible Withdrawal Rider is an optional rider which, if elected at an extra cost. The Income Benefit rider provides guaranteed lifetime income withdrawals at additional 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 additional tax. 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. C54370/R95352

Contribution / Waiver / Withdrawal

Contributions

Contribution #2160

Contribution #2334

Waivers

Waiver #6860

Waiver #6861

Waiver #7981

Withdrawals

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Settlements

Fixed Accounts

No Fixed Accounts available for this product.

Indexed Accounts

No Indexed Accounts available for this product.

Allocation Models

No Allocation Models available for this product.

LBR Riders

Guaranteed Minimum Accumulation Value (GMAV)

DBR Riders

Basic Death Benefit

Charge Initial Sales

No Charge Initial Sales available for this product.

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #3769

Choice Accumulation 7

CUSIP Basic Info

Contribution / Waiver / Withdrawal