Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Protective Asset Builder II 7-Year is a limited, flexible premium deferred index annuity with a limited market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money. Additional contributions can be made for $50 or more any time up to age 86. 10% of the initial purchase payment can be withdrawn during the 1st contract year, 10% of the contract value as of the prior anniversary after the 1st contract year. Surrender charges are 7 years in duration (may vary with state availability); and are waived in the event of entrance into a nursing home / hospital, diagnosis of a terminal illness or unemployment. 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. The free look period varies by state.  This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.

Contributions & Waivers

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #2724

Guarantee #2758

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

No LBR Riders available.

DBR RIDERS

Basic Death Benefit

Enhanced Death Benefit Rider

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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Symetra Edge Premier

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