Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The AG HorizonIndex 12 is a single premium deferred index annuity with a market value adjustment (not available in all states).. The minimum single premium is $5,000 for qualified and non-qualified money.  10% of the accumulated value may be withdrawn each policy year.  Systematic Withdrawal is an option. There are twelve years of surrender charges (12,12,12,12,12,11,10,9,8,7,5,3) that are waived in the event of annuitization after the fifth policy year, death, or entrance into a nursing home.  There is an optional Death Benefit Rider which, if elected, will reduce the premium bonus in the first policy year.  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 #2195

Waivers

Waiver #7940

Waiver #8073

Waiver #8074

Waiver #8185

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.

Allocation Models

No Allocation Models available for this product.

LBR Riders

Guaranteed Accumulation Value Benefit

DBR Riders

Basic Death Benefit

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 #3812

Surrender #3813

Accumulator MarcSeven

CUSIP Basic Info

Contribution / Waiver / Withdrawal