Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The AssuranceSelect 5 Plus (V2) is a Modified Premium deferred index annuity. The minimum single premium is $10,000 for qualified and non-qualified money. Additional contributions can be made for $2,000 or more. 10% of the purchase payment may be withdrawn during the first policy year and 10% of the account value as of the prior anniversary plus any purchase payments received since may be withdrawn after the first policy year without a surrender charge. Systematic Withdrawal is an option. Surrender charges are 5 years in duration and are waived in the event of death, entrance into a nursing home or long-term care facility, or diagnosis of a terminal illness. 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 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.

Contribution / Waiver / Withdrawal

Contributions

Contribution #2449

Waivers

Waiver #8291

Withdrawals

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Charge Initial Sales

No Charge Initial Sales available for this product.

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #4004

Surrender #4005

Legacy by Design - Legacy Planner

CUSIP Basic Info

Contribution / Waiver / Withdrawal