Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Ultra Advantage FIA 5 Year ROP is a single with additional premium deferred indexed annuity with a market value adjustment and return of premium. The minimum premium is $10,000 for qualified and non-qualified money. Maximum 10% of the accumulated value may be withdrawn annually after the first contract year without incurrence of any withdrawal charge or market value adjustments. Surrender charges are 5 years in duration and are waived in the event of death, entrance into a nursing home, hospital, unemployment, disability, diagnosis of a terminal illness, death of a spouse or minor dependent, damage to residence or transplant surgery. 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.

Contributions & Waivers

CONTRIBUTIONS

Contribution #2969

Contribution #2970

WAIVERS

Waiver #9921

WITHDRAWALS

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

Premium Bonus

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #5732

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

Guaranteed Accumulation Protection Benefit

DBR RIDERS

Basic Death Benefit

Charges

INITIAL SALES

No Initial Sales available.

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

No Surrender Charges available.

Plans & Other

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

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