Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Performance Pro is a flexible premium deferred indexed annuity. The minimum premium is $10,000 for qualified and non-qualified money ($2,000 per option). Additional contributions can be made for $2,000 or more. Each contract year, after the end of the first contract year, free partial withdrawals of up to 10% of the account value as of the prior anniversary. Surrender charges are ten years in duration may very by state and are waived in the event of death, entrance into a nursing home, diagnosis of a terminal illness or due to inability to perform certain activities of daily living. There is an optional Enhanced Guaranteed Minimum Withdrawal Benefit (EGMWB) Rider available for an additional cost which guarantees income payments for life. 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

CONTRIBUTIONS

Contribution #2449

WAIVERS

Waiver #8291

WITHDRAWALS

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 #3663

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

AGE

Age #2328

PRODUCT PLANS

IRA

IRA Rollover

IRA Transfer

SEP IRA

CHARGES

No Charges available.

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