Allianz Alterity Variable Annuity
Status:
Terminated
Group:
Allianz
Product Type:
Variable Annuity
Product Status:
Approved
Version:
0
Inception Date:
January 02, 2002
Closed Date:
May 01, 2011
Last Modified:
May 21, 2025 06:13
Description:
Owner may allocate contract value to 15 selected sub-accounts. May be exchanged under section 1035. Additional Purchase Payment and Auto Investment Plan are not available in all states except CT, FL and NJ. Advisory Fees under this contract are not subject to a cap. In addition, any Adviser Fees withdrawn from this contract would be subject to applicable surrender / withdrawal charges, taxes and pre- 59½ withdrawal penalties. Please note that selected Death Benefits may also be negatively impacted by this withdrawal.
Fee Based:
Yes
Free Look:
Yes
Plan Types:
401 (k), IRA, Non-Qualified, Roth IRA, 401 (a), SEP IRA, 403 (b)
Premium Types:
Flexible
States Available:
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
States Exception:
Version Note:
Scrap Book:
The AIP is not available if the Qualified Contract is funding a plan that is tax qualified under Sections 401 or 403(b) of the Internal Revenue Code.
Death benefits
| Name | Internal name | Sequence | Inception date |
|---|---|---|---|
| Traditional Guaranteed Minimum Death Benefit | Traditional Guaranteed Minimum Death Benefit | 1 | 02 Jan 2002 |
| Enhanced Guaranteed Minimum Death Benefit | Enhanced Guaranteed Minimum Death Benefit | 2 | 02 Jan 2002 |
| Earnings Protection Guaranteed Minimum Death Benefit | Earnings Protection Guaranteed Minimum Death Benefit | 3 | 02 Jan 2002 |
Riders
| Name | Rider type | Internal name | Sequence | Inception date |
|---|---|---|---|---|
| PRIME BENEFIT (Traditional GMIB) | GMIB | PRIME BENEFIT (Traditional GMIB) | 02 Jan 2002 | |
| PRIME PLUS BENEFIT | GMIB | PRIME PLUS BENEFIT | 02 Jan 2002 |