Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Zenith Growth 5 is a Single Premium deferred indexed annuity with a market value adjustment. The minimum single premium is $25,000 for qualified and non-qualified category. A maximum of 10% of the accumulation value can be withdrawn after the first policy year without incurrence of any applicable withdrawal charge or market value adjustments. Surrender charges are 5 years in duration and are waived in the event of death, annuitization, confinement to a qualified nursing home, diagnosis of a terminal illness or any unforeseeable emergency occurred which are beyond participant or beneficiary's control. This product provides an additional benefit of DCA account, with which the investor has an advantage to earn interest daily. 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

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 #4559

American Equity BalanceShield 10

CUSIP Basic Info

Contribution / Waiver / Withdrawal