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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Zenith Growth 10 is a Modified Single premium deferred indexed annuity with a market value adjustment. The minimum single premium is $25000 for qualified and non-qualified category. A maximum of 10% of the accumulation value can be withdrawn after the first policy year without any withdrawal charge or market value adjustments. Surrender charges are Ten years in duration and are waived in the event of death, confinement to a nursing home, or diagnosis of a terminal illness. 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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #3160
WAIVERS
Waivers
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Waiver #10501
Waiver #10502
Waiver #10503
Waiver #10515
WITHDRAWALS
Withdrawals
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Withdrawal #2832
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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Premium Bonus
Features & Benefits
FEATURES
Features
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Dollar Cost Averaging Rider
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #7216
Investments
SETTLEMENTS
Settlements
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Settlement #2631
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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Enhanced Guaranteed Minimum Surrender Value
Income for Life GLWB
Income for Life Plus GLWB
DBR RIDERS
DBR Riders
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Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
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No Initial Sales available.
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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No Surrender Charges available.
Plans & Other
AGE
Age
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Age #2937
PRODUCT PLANS
Product Plans
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401 (a)
IRA
Non-Qualified
Others
CHARGES
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No Charges available.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
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Universal Equity Index Annuity Bonus 5 Year
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GROUP
Universal Group, Inc.
COMPANY
Universal Life Insurance Company
TYPE
Indexed Annuity
INCEPTION
Mar 01, 2015
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Zenith Growth 10 is a Modified Single premium deferred indexed annuity with a market value adjustment. The minimum single premium is $25000 for qualified and non-qualified category. A maximum of 10% of the accumulation value can be withdrawn after the first policy year without any withdrawal charge or market value adjustments. Surrender charges are Ten years in duration and are waived in the event of death, confinement to a nursing home, or diagnosis of a terminal illness. 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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #3160
WAIVERS
Waivers
Select all
Waiver #10501
Waiver #10502
Waiver #10503
Waiver #10515
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2832
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Premium Bonus
Features & Benefits
FEATURES
Features
Select all
Dollar Cost Averaging Rider
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #7216
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2631
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
Enhanced Guaranteed Minimum Surrender Value
Income for Life GLWB
Income for Life Plus GLWB
DBR RIDERS
DBR Riders
Select all
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
No Surrender Charges available.
Plans & Other
AGE
Age
Select all
Age #2937
PRODUCT PLANS
Product Plans
Select all
401 (a)
IRA
Non-Qualified
Others
CHARGES
Charges
Select all
No Charges available.
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