Beacon Data Entry
Variable Annuity Features

Performance Rate Rider

Status: Active
Internal name:
Sequence: 2
Rider select rule: Optional
Participant based on: Owner
Inception date: 2021-02-18
Closed date:
States available:
State exceptions:
Notes:

Rider provides an opportunity to increase the cap, participation rate or replacement rate on elected index-linked crediting strategies.

When added:

Included automatically for all ages, but must apply to one or more strategies either at issue or on a contract anniversary and fee would apply at that point.

Feature termination:

May be removed with written notice.

Feature cases

Case name Current charge (%) Max charge (%) Owner age (min–max) Annuitant age (min–max)
Performance Rate Rider 0 18 – 80