Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Income Preferred Bonus is a flexible premium deferred index annuity with a market value adjustment (MVA). The minimum single premium is $5,000 for qualified and non-qualified money. Additional contributions can be made for $1,000 or more. 5% of the accumulation value may be withdrawn in the first contract year; 10% beginning in the second contract year. Surrender charges are ten years in duration for most states and are waived in the event of annuitization after the first contract year, death, confinement, or diagnosis of a terminal illness. There is an optional lifetime income rider which, if elected for an additional cost, may be utilized in lieu of the annuity settlement (annuitization) options available under the contract and provides wellness benefits through a third party administrator.  There is a premium bonus which will be credited immediately to all premiums received in the first contract year.  During the withdrawal charge period, any amount withdrawn in excess of the penalty-free amount or a full surrender will incur a premium bonus recapture charge in addition to any applicable withdrawal charges and/or MVA. 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.

Nationwide Peak 5 Series B

CUSIP Basic Info

Contribution / Waiver / Withdrawal