Beacon Data Entry
Variable Annuity Charges

Charge

Product Policy Type: Variable Annuity
Product Version: 0
No Load: No
Premium Tax Applicable: Yes
Annual Maintenance: 30
Max Annual Maintenance: 30
Annual Maintenance %:
Maintenance Fee Waiver Amount: 50000
Last Modified: 2025-06-27 07:20
Notes:

CDSC may apply on - a) full or partial surrender of Contract, or b) in some circumstances, withdrawal of commuted value that applied to an annuity payment option. CDSC can never exceed the equivalent of 8% of first $50,000 of purchase payments and 6.5% of purchase payments in excess of $50,000.

Annual Charges

Annual Charge Basis Type:
Annual Charge Frequency:
Annual Deducted When: Annually

Premium Tax

Premium Tax Min: 0
Premium Tax Max: 3
Premium Tax Basis Type: Variable Account Value
Premium Tax Frequency:

Distribution charges

Current charge:
Max charge:
Basis type:
Frequency:

Admin charges

Current charge: 0
Max charge:
Basis type: Variable Account Value
Frequency:

Subaccount fees

Min subaccount fee: 0
Avg subaccount fee: 0
Max subaccount fee: 1
Total variable account expense: 0

No initial sales for this charge.

M&E charges

M&E charge 1

Internal case name:
Marketing case name:
Sequence:
Current charge: 1
Max charge: 1
Basis type: Variable Account Value
Frequency:
Deducted when: Daily
Inception date:
Closed date:
Income phase applicable: No
States available:
State exceptions:
Exceptions: No
M&E dep CDSC: No
CDSC case name:
M&E charge text:

With base contract. For all sub-accounts except American Funds sub-accounts, waived for certain selected sub-accounts. Includes administrative expenses.

M&E charge 2

Internal case name:
Marketing case name:
Sequence:
Current charge: 1
Max charge: 1
Basis type: Variable Account Value
Frequency:
Deducted when: Daily
Inception date:
Closed date:
Income phase applicable: No
States available:
State exceptions:
Exceptions: No
M&E dep CDSC: No
CDSC case name:
M&E charge text:

With base contract. For American Funds sub-accounts; includes administrative expenses.