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Western National
AIG Flex One Annuity
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COMPANY
Western National
GROUP
—
TYPE
Fixed Annuity
INCEPTION
Jun 01, 1995
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Details
Death Benefits
Riders
Age
Contribution
Bonuses
Charges
CUSIP
Waivers
Withdrawals
Transactions
Systematic Transfers
Features
Combine Benefits
Guarantee
Settlements
Allocation Model
Investment Requirement
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CUSIP Basic Info
CUSIP Number *
CUSIP Name *
Inception Date *
Close Date
CUSIP Note
Scrap Book
The Accumulator Bonus Maxxx Elite is a Flexible Premium Deferred Annuity. The minimum initial contribution is $5,000 Non-Qualified and $2,000 Qualified. There is a 5% cumulative free withdrawal up to 25% of premium payments received. There are no surrender charges if the policy is held for a minimum of five years and a payout is taken over a minimum of ten years. The five year deferral requirement is waived in the event of entrance into a Nursing Home or Hospital. There is an optional death benefit rider available for non-qualified policies where the owner and annuitant are the same individual and enables the beneficiary to receive up to 28% of the contracts gain. A charge for this rider does apply.
Contribution / Waiver / Withdrawal
Contributions
Contributions
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Contribution #155
Waivers
Waivers
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Waiver #461
Withdrawals
Withdrawals
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Transaction Transfers
Transaction Transfers
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Transaction #151
Systematic Transfers
Systematic Transfers
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No Systematic Transfers available for this product.
Bonuses
Bonuses
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Features
Features
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No Features available for this product.
Combine Benefits
Combine Benefits
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No Combine Benefits available for this product.
Guarantees
Guarantees
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Guarantee #155
Settlements
Settlements
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Fixed Accounts
Fixed Accounts
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No Fixed Accounts available for this product.
Indexed Accounts
Indexed Accounts
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No Indexed Accounts available for this product.
Allocation Models
Allocation Models
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No Allocation Models available for this product.
LBR Riders
No LBR Riders available for this product.
DBR Riders
No DBR Riders available for this product.
Charge Initial Sales
Charge Initial Sales
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Initial Sale #153
M&E Charges
M&E Charges
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No M&E Charges available for this product.
Surrender Charges
Surrender Charges
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Surrender #213
Age
Age
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Product Plans
Product Plans
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401 (k)
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
Charges
Charges
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Charge #151
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