Beacon Data Entry
Variable Annuity Charges

Charge

Product Policy Type: Variable Annuity
Product Version: 0
No Load: No
Premium Tax Applicable: Yes
Annual Maintenance:
Max Annual Maintenance:
Annual Maintenance %:
Maintenance Fee Waiver Amount:
Last Modified: 2024-06-17 09:25
Notes:

Issuer imposes 1% (maximum) of transaction amount as short-term trading fee and Issuer will also charge a loan processing fee at the time each new loan is processed. The loan processing fee will not exceed $25 per loan processed. The credited interest rate will be 2.25% less than the loan interest rate fixed by Issuer.

Annual Charges

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

Premium Tax

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

Distribution charges

Current charge:
Max charge:
Basis type:
Frequency:

Admin charges

Current charge: 0
Max charge: 0
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:
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: Yes
CDSC case name: 123
M&E charge text:

With No CDSC Option (C Schedule Option) (Closed).

M&E charge 2

Internal case name:
Marketing case name:
Sequence:
Current charge: 1
Max charge:
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: Yes
CDSC case name: 122
M&E charge text:

With Four Year CDSC Option (L Schedule Option) (Closed).

M&E charge 3

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: Yes
CDSC case name: 120
M&E charge text:

With base contract.