Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The MasterDex 5 Plus is a limited flexible premium deferred index annuity. The minimum single premium is $15,000 for qualified and non-qualified money. Additional contributions can be made for $25 or more during the first five policy years only. 10% of the paid premium can be withdrawn after the first contract year. Surrender charges are ten years in duration, vary by state, and are waived in the event of annuitization, death, entrance into a nursing home or unemployment. The Flexible Annuity Option Rider allows the withdrawal of accumulation value (less any bonus or interest earned on the bonus) anytime after the first contract year for a period certain of 10 to 30 years.  The Flexible Withdrawal Rider is an optional rider which, if elected at an extra cost, allows access to a one-time lump-sum payment in any amount up to the accumulation value if admitted to a nursing home, hospital, or assisted living care facility for at least 30 out of 35 consecutive days. An additional nursing home / hospital benefit and unemployment benefit are also an option at no additional cost. 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

American Equity AssetShield BONUS 5 (Option 2)

CUSIP Basic Info

Contribution / Waiver / Withdrawal