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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Zenith Growth 5 is a Single Premium deferred indexed annuity with a market value adjustment. The minimum single premium is $25,000 for qualified and non-qualified category. A maximum of 10% of the accumulation value can be withdrawn after the first policy year without incurrence of any applicable withdrawal charge or market value adjustments. Surrender charges are 5 years in duration and are waived in the event of death, annuitization, confinement to a qualified nursing home, diagnosis of a terminal illness or any unforeseeable emergency occurred which are beyond participant or beneficiary's control. This product provides an additional benefit of DCA account, with which the investor has an advantage to earn interest daily. 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. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #2517
WAIVERS
Waivers
Select all
Waiver #8539
Waiver #8540
Waiver #8541
Waiver #8542
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2251
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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Premium Bonus Rider
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #3837
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2198
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
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No Initial Sales available.
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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No Surrender Charges available.
Plans & Other
AGE
Age
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For FL only
Most States
PRODUCT PLANS
Product Plans
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401 (a)
401 (k)
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
CHARGES
Charges
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No Charges available.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
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GROUP
Equitable Life & Casualty Insurance Company
COMPANY
SILAC Insurance Company
TYPE
Indexed Annuity
INCEPTION
May 01, 2019
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Zenith Growth 5 is a Single Premium deferred indexed annuity with a market value adjustment. The minimum single premium is $25,000 for qualified and non-qualified category. A maximum of 10% of the accumulation value can be withdrawn after the first policy year without incurrence of any applicable withdrawal charge or market value adjustments. Surrender charges are 5 years in duration and are waived in the event of death, annuitization, confinement to a qualified nursing home, diagnosis of a terminal illness or any unforeseeable emergency occurred which are beyond participant or beneficiary's control. This product provides an additional benefit of DCA account, with which the investor has an advantage to earn interest daily. 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. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #2517
WAIVERS
Waivers
Select all
Waiver #8539
Waiver #8540
Waiver #8541
Waiver #8542
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2251
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Premium Bonus Rider
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #3837
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2198
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
No Surrender Charges available.
Plans & Other
AGE
Age
Select all
For FL only
Most States
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
CHARGES
Charges
Select all
No Charges available.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
→
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Not available in states
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