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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Symetra Advisory Edge - 7-Year is a single premium deferred indexed annuity with a market value adjustment (MVA). The minimum single premium is $10,000 for qualified and non-qualified money. 10% of the contract value may be withdrawn each year without incurring a surrender charge or MVA. Surrender charges are 7 years in duration (may vary with state availability); and are waived in the event of annuitization, death or entrance into a nursing home or hospital. 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
Contributions
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Contribution #3290
WAIVERS
Waivers
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Waiver #10885
Waiver #10886
Waiver #10887
Waiver #10888
WITHDRAWALS
Withdrawals
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Withdrawal #2957
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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No Bonuses available.
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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No Guarantees available.
Investments
SETTLEMENTS
Settlements
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Settlement #2715
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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Riders & Models
ALLOCATION MODELS
Allocation Models
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LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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Death Benefit
Charges
INITIAL SALES
Initial Sales
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No Initial Sales available.
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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No Surrender Charges available.
Plans & Other
AGE
Age
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Age #3046
PRODUCT PLANS
Product Plans
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401 (k)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
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CHARGES
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State Availability
Exception
Alabama (AL)
Alaska (AK)
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GROUP
Equitable Life & Casualty Insurance Company
COMPANY
SILAC Insurance Company
TYPE
Indexed Annuity
INCEPTION
Dec 20, 2021
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Symetra Advisory Edge - 7-Year is a single premium deferred indexed annuity with a market value adjustment (MVA). The minimum single premium is $10,000 for qualified and non-qualified money. 10% of the contract value may be withdrawn each year without incurring a surrender charge or MVA. Surrender charges are 7 years in duration (may vary with state availability); and are waived in the event of annuitization, death or entrance into a nursing home or hospital. 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
Contributions
Select all
Contribution #3290
WAIVERS
Waivers
Select all
Waiver #10885
Waiver #10886
Waiver #10887
Waiver #10888
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2957
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
No Guarantees available.
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2715
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
No Surrender Charges available.
Plans & Other
AGE
Age
Select all
Age #3046
PRODUCT PLANS
Product Plans
Select all
401 (k)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
CHARGES
Charges
Select all
No Charges available.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
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