Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The MNL Capstone 10 is a flexible premium deferred index annuity with a market value adjustment. The minimum single premium is $10,000 for non-qualified and $2,000 for qualified money. Additional contributions can be made for $25 or more. 10% of the accumulation value may be withdrawn once per year without a withdrawal charge or MVA. Surrender charges are ten years in duration (15,14,13,12,11,10,8,6,4,2) and are waived in the event of annuitization after the fifth policy year, death, or entrance into a nursing home. If the contract is annuitized after the tenth contract year for at least five years, the accumulation value will be credited a 1% annuitization bonus. State variations may apply. There is an optional GLWB available: IncomeFocus. 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.

Contributions & Waivers

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #3884

Guarantee #3885

Guarantee #5104

Guarantee #5911

Guarantee #6618

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

No LBR Riders available.

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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Lincoln OptiBlend 5 (TD)

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