American Legacy Design 2 (NY) - Systematic Transfers
| Notes | Transfer Type | DCA Type | Actions |
|---|---|---|---|
| The minimum amount to be dollar cost averaged is $1,500 over any period between six and 60 months. the DCA is not available with cross-reinvestment service. | Dollar Cost Average | Dollar Cost Average | |
| Special DCA is 3% for 3 month, 6 month and 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 cross-reinvestment service with rebalancing. | Asset Rebalancing |