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CUSIP Basic Info

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CUSIP Note

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The Balanced Choice Annuity Elevate 12 (BCA Elevate 12) is a single-premium fixed indexed annuity with a market value adjustment (MVA). The minimum single premium is $5,000 for qualified and non-qualified money. 5% of the accumulation value is available during the first 12 months and 10% of the accumulation value each 12 month period thereafter. Surrender charges are twelve years in duration (14.5,14,13.5,13,12,11,10,9,8,7,6,4,0) and are waived in the event of annuitization after the confinement, or diagnosis of a terminal illness. There is an optional lifetime income rider which, if elected for an additional cost, provides an option to receive lifetime income withdrawals without incurring withdrawal charges or MVA. There is an optional death benefit rider which, if elected at an additional cost, offers a death benefit which guarantees the amount paid to the beneficiaries will be the higher of the contract’s death benefit or enhanced death benefit amount. The Premium Bonus Rider is offered with the Family Endowment Rider and enhances the accumulation value with a premium enhancement. 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.

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CUSIP Basic Info

Contribution / Waiver / Withdrawal