Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Power Index Elite is a modified, single premium deferred index annuity with a market value adjustment. The minimum single premium is $25,000 for non-qualified and qualified money. Additional contributions are accepted within the first 30 days only. After the first contract year, 10% of the prior anniversary value may be withdrawn without withdrawal charges or MVA. Surrender charges are for seven years in duration and are waived in the event of death, the need for Extended care, diagnosis of a terminal illness, or requires assistance with activities of daily living . There are two optional Guaranteed Living Benefit Riders available for an additional fee which, if elected, provide lifetime income that’s guaranteed to rise for up to 10 contract years (Lifetime Income Max) or up to age 95 or when the contract value is depleted, whichever is earlier (Lifetime Income Plus Multiplier Flex). 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

Contribution #3262

WAIVERS

Waiver #10796

Waiver #10797

Waiver #10798

Waiver #10799

WITHDRAWALS

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

Premium Bonus

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #7469

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

No LBR Riders available.

DBR RIDERS

Basic Death Benefit

Charges

INITIAL SALES

No Initial Sales available.

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

No Surrender Charges available.

Plans & Other

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