Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Pacific Index Foundation 5-Year is a limited premium deferred annuity with a market value adjustment. The minimum single premium is $25,000 for qualified and non-qualified money. Additional contributions can be made during the first 60 days after the contract issue. 10% of the total purchase payments, less withdrawals, are available in the first contract year with no surrender charge or MVA. For each subsequent contract year, 10% of the contract value as of the prior contract anniversary is available with no surrender charge or MVA. Surrender charges are 5 years in duration and are waived in the event of death, entrance into a nursing home, or diagnosis of a terminal illness and RMDs. There is an optional guaranteed lifetime withdrawal benefit rider and Interest Enhanced Death Benefit available for an extra cost. 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. For non-qualified contracts, an additional 3.8% tax may apply on net investment income. Guarantees are based on the claims-paying ability of the 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

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

Lifetime Income Benefit Rider (Option 1)

Lifetime Income Benefit Rider (Option 2)

DBR RIDERS

Basic Death Benefit

Charges

INITIAL SALES

No Initial Sales available.

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

No Surrender Charges available.

Plans & Other

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