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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The AssetShield BONUS 5 (Option 1) is a flexible premium, deferred index annuity designed to help grow retirement savings with protection and optional features. It requires a minimum single premium of $5,000 for both qualified and non-qualified money, and additional contributions of $1,000 can be made over time. After the first policy year, up to 10% of original purchase amount can be withdrawn without a surrender charge. Interest earned may be withdrawn even during the first year without penalty. Systematic Withdrawals and Required Minimum Distributions (RMDs) are available. Surrender charges apply for up to 5 years (may vary with state availability), but they are waived in cases of death, entry into a nursing home, or a terminal illness diagnosis. Optional features include Performance Rate Rider, and a Market Value Adjustment (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. Early surrender charges may also apply. 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
CONTRIBUTIONS
Contributions
Select all
Contribution #2607
Contribution #2609
WAIVERS
Waivers
Select all
Waiver #8734
Waiver #8735
Waiver #8736
Waiver #8738
Waiver #8739
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2304
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
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No Bonuses available.
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 #3963
Guarantee #4223
Guarantee #4297
Guarantee #4375
Guarantee #4465
Guarantee #4466
Guarantee #5337
Guarantee #6745
Guarantee #6950
Guarantee #6955
Guarantee #7144
Guarantee #7145
Guarantee #7344
Guarantee #7345
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2249
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
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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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Inherited IRA
Q and NQ .
PRODUCT PLANS
Product Plans
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401 (a)
403 (b)
IRA
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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GROUP
Great American
COMPANY
MassMutual Ascend Life Insurance Company
TYPE
Indexed Annuity
INCEPTION
Jun 15, 2020
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The AssetShield BONUS 5 (Option 1) is a flexible premium, deferred index annuity designed to help grow retirement savings with protection and optional features. It requires a minimum single premium of $5,000 for both qualified and non-qualified money, and additional contributions of $1,000 can be made over time. After the first policy year, up to 10% of original purchase amount can be withdrawn without a surrender charge. Interest earned may be withdrawn even during the first year without penalty. Systematic Withdrawals and Required Minimum Distributions (RMDs) are available. Surrender charges apply for up to 5 years (may vary with state availability), but they are waived in cases of death, entry into a nursing home, or a terminal illness diagnosis. Optional features include Performance Rate Rider, and a Market Value Adjustment (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. Early surrender charges may also apply. 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
CONTRIBUTIONS
Contributions
Select all
Contribution #2607
Contribution #2609
WAIVERS
Waivers
Select all
Waiver #8734
Waiver #8735
Waiver #8736
Waiver #8738
Waiver #8739
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2304
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
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #3963
Guarantee #4223
Guarantee #4297
Guarantee #4375
Guarantee #4465
Guarantee #4466
Guarantee #5337
Guarantee #6745
Guarantee #6950
Guarantee #6955
Guarantee #7144
Guarantee #7145
Guarantee #7344
Guarantee #7345
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2249
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
Inherited IRA
Q and NQ .
PRODUCT PLANS
Product Plans
Select all
401 (a)
403 (b)
IRA
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)
→
←
Not available in states
Cancel