American Legacy Design 1 - Systematic Transfers
| Notes | Transfer Type | DCA Type | Actions |
|---|---|---|---|
| The minimum amount to be dollar cost averaged is $1,500 over any period between 3 and 60 months. the DCA is not available with portfolio rebalancing or cross-reinvestment service. | Dollar Cost Average | Dollar Cost Average | |
| Special DCA is 3% for 3-month, 3% for 6-month and 2% for 12- month. | Dollar Cost Average | Enhanced Dollar Cost Average | |
| Systematic Transfer | Earning Sweep | ||
| The fixed account is not available for portfolio rebalancing and the owner can not elect dollar cost averaging or cross-reinvestment service with rebalancing. | Asset Rebalancing |