B
Beacon
Data Entry
Cusips
⌘K
N
Nirmala
Signed in as Nirmala
Settings
Sign out
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Retirement Foundation ADV is a limited flexible premium deferred index annuity with a market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money. 10% of the paid premium may be withdrawn after the contract anniversary following the most recent premium payment. Surrender charges are 7 years in duration and are waived in the event of entrance into a nursing home, hospital or assisted living care facility. The Flexible Withdrawal Rider is an optional rider which, if elected at an extra cost. The Income 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 additional tax. 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. C54370/R95352
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #2805
WAIVERS
Waivers
Select all
Waiver #9385
Waiver #9386
Waiver #9387
Waiver #9388
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2459
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
Partial Index Credit
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #4578
Guarantee #4606
Guarantee #4808
Guarantee #4995
Guarantee #5068
Guarantee #5201
Guarantee #5277
Guarantee #5471
Guarantee #5550
Guarantee #5603
Guarantee #5658
Guarantee #5711
Guarantee #5838
Guarantee #5868
Guarantee #5945
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2394
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
Guaranteed Minimum Accumulation Benefit
DBR RIDERS
DBR Riders
Select all
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
No Surrender Charges available.
Plans & Other
AGE
Age
Select all
Age #2643
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
403 (b)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
No Charges available.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
→
←
Not available in states
Cancel
EC
● Active
Enhanced Choice Index 10 (Raymond James)
Delete
Terminate
Edit
GROUP
Standard
COMPANY
Standard Insurance Company
TYPE
Indexed Annuity
INCEPTION
Apr 01, 2022
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Retirement Foundation ADV is a limited flexible premium deferred index annuity with a market value adjustment. The minimum single premium is $10,000 for qualified and non-qualified money. 10% of the paid premium may be withdrawn after the contract anniversary following the most recent premium payment. Surrender charges are 7 years in duration and are waived in the event of entrance into a nursing home, hospital or assisted living care facility. The Flexible Withdrawal Rider is an optional rider which, if elected at an extra cost. The Income 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 additional tax. 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. C54370/R95352
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #2805
WAIVERS
Waivers
Select all
Waiver #9385
Waiver #9386
Waiver #9387
Waiver #9388
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2459
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
Partial Index Credit
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #4578
Guarantee #4606
Guarantee #4808
Guarantee #4995
Guarantee #5068
Guarantee #5201
Guarantee #5277
Guarantee #5471
Guarantee #5550
Guarantee #5603
Guarantee #5658
Guarantee #5711
Guarantee #5838
Guarantee #5868
Guarantee #5945
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2394
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
Guaranteed Minimum Accumulation Benefit
DBR RIDERS
DBR Riders
Select all
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
No Surrender Charges available.
Plans & Other
AGE
Age
Select all
Age #2643
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
403 (b)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
No Charges available.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
→
←
Not available in states
Cancel