Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Symetra Edge Pro is a single premium deferred indexed annuity with a market value adjustment (MVA). The minimum single premium is $10,000 for qualified and non-qualified money. 10% of the contract value may be withdrawn each year without incurring a surrender charge or MVA. Surrender charges are 5 years in duration (may vary with state availability); and are waived in the event of annuitization, death or entrance into a nursing home or hospital. State variations may apply. There is an Enhanced Death Benefit Rider available at contract issue for an additional cost that offers an enhanced death benefit that is payable in place of, not in addition to, the death benefit payable under the contract. 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

CONTRIBUTIONS

Contribution #2056

WAIVERS

Waiver #6504

Waiver #6505

Waiver #8371

WITHDRAWALS

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

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

Guaranteed Lifetime Withdrawal Benefit

DBR RIDERS

Basic Death Benefit

Rider 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

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MNL BenefitPay 10

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