Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

Eagle Guarantee Focus 5 ROP is a single premium deferred annuity. The minimum initial contribution is $10,000 for qualified funds and non-qualified funds. 10% free withdrawal is available after the first policy year. Surrender charges are five years in duration (8%, 8%, 7%, 6%, 5%) and are waived in the event of death, entrance into a nursing home or diagnosis of a terminal illness. There is a guaranteed return of principal which guarantees the sum of all purchase payments, less prior withdrawals. GMSV is 90% of single premium minus any withdrawals and guaranteed to never less than 2.65% 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. Free look period may vary by state. 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

Transaction #174

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Settlements

Fixed Accounts

No Fixed Accounts available for this product.

Indexed Accounts

No Indexed Accounts available for this product.

Charge Initial Sales

Initial Sale #178

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #238

Surrender #239

Achiever

CUSIP Basic Info

Contribution / Waiver / Withdrawal