Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The TargetBenefit 10 Select is a single premium deferred index annuity with a market value adjustment (MVA). The minimum single premium is $5,000 for qualified and non-qualified money. 5% of the accumulation value is available during the first 12 months and 10% of the accumulation value each 12 month period thereafter. Surrender charges are ten years in duration (9.4,8.9,8,7,6,5,4,3,2,1) and are waived in the event of death, confinement, or diagnosis of a terminal illness. There are two optional lifetime income riders which, if elected for an additional cost, provide an option to receive lifetime income withdrawals without incurring withdrawal charges or MVA. 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 #2969

Contribution #2970

Waivers

Waiver #9921

Withdrawals

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

Premium Bonus

Allocation Models

No Allocation Models available for this product.

LBR Riders

Guaranteed Accumulation Protection 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 #4555

Orbiter Growth 9 (available through 3/2/26)

CUSIP Basic Info

Contribution / Waiver / Withdrawal