Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Index Protector 7 is a a modified single premium fee based  deferred index annuity with a market value adjustment. The minimum single premium is $100,000 for qualified and non-qualified money. Additional contributions can be made for at least $25,000 during the first 60 days from issue. During the first contract year, 10% of purchase payments may be withdrawn without an early withdrawal charge or market value adjustment. After the first contract year, 10% of the sum of the account value as of the most recent contract anniversary and all purchase payments received since the most recent contract anniversary may be withdrawn without an early withdrawal charge or market value adjustment. Systematic Withdrawal is an option. Surrender charges are 7 years in duration and are waived in the event of death, entrance into a nursing home, or diagnosis of a terminal illness. There is a optional rider Income Defender available with some additional charge. There is a Return of Premium feature available after the third contract year. 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

Contribution #3288

WAIVERS

Waiver #10878

Waiver #10879

Waiver #10880

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

No Guarantees available.

Investments

SETTLEMENTS

No Settlements available.

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

AGE

Age #3045

PRODUCT PLANS

401 (a)

401 (k)

IRA

Others

CHARGES

No Charges available.

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