Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

Essential Income 7 is a limited flexible premium deferred fixed indexed annuity with a market value adjustment. The minimum single premium is $10,000 for non-qualified and qualified money. Additional contributions are accepted within the first contract year. After the first contract year, 10% of contract's paid premium may be withdrawn without withdrawal charges or MVA. Surrender charges are 7 years in duration and are waived in the event of death, or entrance into an eligible nursing home, hospital or assisted living care facility. The Flexible Annuity Option and Alternate Annuity Option III are also available at no fees. The Essential Benefit rider provides guaranteed lifetime income withdrawals at additional cost. 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.

Contribution / Waiver / Withdrawal

Contributions

Contribution #2601

Waivers

Waiver #8716

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 #4166

Power Index Premier NY (TD - FSR)

CUSIP Basic Info

Contribution / Waiver / Withdrawal