Only two transfers are allowed per month, for some selected funds. During accumulation phase, transfers between selected sub-accounts are restricted to 2 during a month. Issuer reserve right to charge after 12 transfers per year.
Product:
American Forerunner Series
Policy Type:
Variable Annuity
Income Phase Applicable:
No
Current CHG Available:
No
Exceptions:
No
States Available:
States Exception:
Transfer Mode:
Written, Telephone, Internet, Voice Response Unit
Before Payout Start Date
Unlimited Transfers:
Yes
Max Transfers Per Year:
Free Transfers Per Year:
Charge Per Transfer ($):
Max Charge Per Transfer ($):
25
From Fixed Account (MVA/EIA):
No
After Payout Start Date
Unlimited Transfers:
Yes
Max Transfers Per Year:
Free Transfers Per Year:
Charge Per Transfer ($):
From Fixed Account (MVA/EIA):
No
Options
DCA Included:
No
Rebalancing:
No
Asset Allocation:
No
Sweep Included:
No