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 Apex Control MYGA is a single premium Individual deferred annuity with a market value adjustment. The minimum single premium is $25,000 for both qualified and non-qualified money. 10% of premium available for withdrawal in the first year,10% of previous year’s account value available after the first year. Surrender charges vary by rate term chosen and are waived in the event of annuitization or death. There is a 30-day window at the end of each guarantee period which allows access to part or all accumulated funds without incurring a withdrawal charge, surrender charge, or market value adjustment and 15 days after (45 days total). State variations may apply. The product has a GMSV of 87.50% and the Minimum interest rate is 3.0%.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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #266
WAIVERS
Waivers
Select all
Waiver #706
Waiver #707
WITHDRAWALS
Withdrawals
Select all
Withdrawal #261
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #257
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #265
Investments
SETTLEMENTS
Settlements
Select all
No Settlements available.
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
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #263
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #327
Plans & Other
AGE
Age
Select all
Age #245
PRODUCT PLANS
Product Plans
Select all
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #257
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
N(
● Active
Non-Allocated (NADA)
Delete
Terminate
Edit
GROUP
—
COMPANY
Delta Life & Annuity
TYPE
Fixed Annuity
INCEPTION
Feb 09, 1998
‹
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 Apex Control MYGA is a single premium Individual deferred annuity with a market value adjustment. The minimum single premium is $25,000 for both qualified and non-qualified money. 10% of premium available for withdrawal in the first year,10% of previous year’s account value available after the first year. Surrender charges vary by rate term chosen and are waived in the event of annuitization or death. There is a 30-day window at the end of each guarantee period which allows access to part or all accumulated funds without incurring a withdrawal charge, surrender charge, or market value adjustment and 15 days after (45 days total). State variations may apply. The product has a GMSV of 87.50% and the Minimum interest rate is 3.0%.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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #266
WAIVERS
Waivers
Select all
Waiver #706
Waiver #707
WITHDRAWALS
Withdrawals
Select all
Withdrawal #261
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #257
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #265
Investments
SETTLEMENTS
Settlements
Select all
No Settlements available.
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
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #263
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #327
Plans & Other
AGE
Age
Select all
Age #245
PRODUCT PLANS
Product Plans
Select all
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #257
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