Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The AscenderPlus Select 7 is a single premium deferred index annuity that allows for additional premium within the first contract year only. The minimum single premium is $5,000 for qualified and $10,000 for non-qualified money.  10% of the accumulated value may be withdrawn each policy year without a surrender charge.  Systematic Withdrawal is an option. Surrender charges vary by state and are waived in the event of annuitization, death, entrance into a hospital or nursing home, or diagnosis of a terminal illness.   There is an optional lifetime income rider, LifePay, available for an additional charge. 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 #3282

Waivers

Waiver #10859

Waiver #10860

Waiver #10861

Withdrawals

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

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 #4948

Retirement Plus Multiplier Annuity 10

CUSIP Basic Info

Contribution / Waiver / Withdrawal