Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Income 150+SE 7-Year is a single premium fixed index annuity with a market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money. 10% of the contract value is available for withdrawal after the first contract year with no surrender charge or MVA. Surrender charges are 7 years  in duration and are waived in the event of death, entrance into a nursing home or diagnosis of a terminal illness. The Guaranteed Lifetime Income Benefit is an optional rider which, if elected at an extra cost, provides lifetime withdrawals without annuitizing the contract, provided the withdrawals begin after a certain age and do not exceed a certain amount annually. 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.

Contribution / Waiver / Withdrawal

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Features

No Features available for this product.

Combine Benefits

No Combine Benefits available for this product.

Guarantees

Guarantee #2724

Guarantee #2758

Allocation Models

No Allocation Models available for this product.

LBR Riders

No LBR Riders available for this product.

DBR Riders

Basic Death Benefit

Enhanced Death Benefit Rider

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 #3636

Surrender #3637

Symetra Edge Premier

CUSIP Basic Info

Contribution / Waiver / Withdrawal