Beacon Data Entry

CUSIP Basic Info

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Close Date

CUSIP Note

Scrap Book

The Income Select 7 is a flexible premium deferred index annuity with a market value adjustment (MVA). The minimum single premium is $5,000 for qualified and non-qualified money. Additional contributions can be made for $1,000 or more. ½ of 1.00% of the initial premium may be withdrawn each contract month after the first contract month( non-cumulative); 10% beginning in the second contract year. Surrender charges are seven years in duration (9,8,7,6,5,4,3) and are waived in the event of annuitization after the first contract year, death, confinement, or diagnosis of a terminal illness. There is an optional lifetime income rider which, if elected for an additional cost, may be utilized in lieu of the annuity settlement (annuitization) options available under the contract and provides wellness benefits through a third party administrator. 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.

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Power Index Preferred Plus Income (Raymond James)

CUSIP Basic Info

Contribution / Waiver / Withdrawal