Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The IncomeShield 9 - CA is a flexible premium deferred index annuity. The minimum single premium is $5,000 for qualified and non-qualified money. Additional contributions can be made for $1,000 or more. 10% of the purchase payment may be withdrawn after the first policy year and interest earned may be withdrawn during the first policy year without incurring a surrender charge. Systematic Withdrawal and RMDs are an option. Surrender charges are 9 years in duration and are waived in the event of death. There is an optional Lifetime Income Benefit with 3 options available which, if elected at an extra cost, provides lifetime income. There is an optional MVA Rider available. 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.

Contribution / Waiver / Withdrawal

Contributions

Contribution #3262

Waivers

Waiver #10796

Waiver #10797

Waiver #10798

Waiver #10799

Withdrawals

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

Premium Bonus

Charge Initial Sales

No Charge Initial Sales available for this product.

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #4916

Evolve 10

CUSIP Basic Info

Contribution / Waiver / Withdrawal