Charge
Product Policy Type:
Variable Annuity
Product Version:
0
No Load:
No
Premium Tax Applicable:
No
Annual Maintenance:
20
Max Annual Maintenance:
Annual Maintenance %:
Maintenance Fee Waiver Amount:
50000
Last Modified:
2025-06-03 06:50
Notes:
Total Annual Fund Operating Expenses (after contractual waivers/reimbursements) will range between 0.46% to 1.26%. Advisory Fees cannot surpass an annual rate of 1.50% of Contract's Value.
Annual Charges
Annual Charge Basis Type:
Annual Charge Frequency:
Annual Deducted When:
Annually
Premium Tax
Premium Tax Min:
Premium Tax Max:
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
Charge initial sales
Initial sale 1
Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions:
No
States available:
State exceptions:
Case 1
Contribution range:
1000000 – 999999999
Sales charge %:
1%
Sales charge amount:
Basis type:
Frequency:
Deducted when:
Case 2
Contribution range:
500000 – 999999
Sales charge %:
2%
Sales charge amount:
Basis type:
Frequency:
Deducted when:
Case 3
Contribution range:
250000 – 499999
Sales charge %:
2%
Sales charge amount:
Basis type:
Frequency:
Deducted when:
Case 4
Contribution range:
100000 – 249999
Sales charge %:
3%
Sales charge amount:
Basis type:
Frequency:
Deducted when:
Case 5
Contribution range:
50000 – 99999
Sales charge %:
4%
Sales charge amount:
Basis type:
Frequency:
Deducted when:
Case 6
Contribution range:
0 – 49999
Sales charge %:
5%
Sales charge amount:
Basis type:
Frequency:
Deducted when:
Sales charge text:
Issuer will deduct charge based upon total purchase payments, which ranges from 5.50% to 1% of purchase payment. Issuer waives sales charge for contracts purchased as part of a fee-based financial plan.
Initial sale 2
Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions:
No
States available:
State exceptions:
No cases for this initial sale.
Initial sale 3
Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions:
No
States available:
State exceptions:
No cases for this initial sale.
Initial sale 4
Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions:
No
States available:
State exceptions:
No cases for this initial sale.
Initial sale 5
Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions:
No
States available:
State exceptions:
No cases for this initial sale.
Initial sale 6
Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions:
No
States available:
State exceptions:
No cases for this initial sale.
M&E charges
M&E charge 1
Internal case name:
Marketing case name:
Sequence:
Current charge:
0
Max charge:
Basis type:
Variable Account Value
Frequency:
Deducted when:
Daily
Inception date:
Closed date:
Income phase applicable:
Yes
Current charge (income phase):
0
Max charge (income phase):
States available:
State exceptions:
Exceptions:
No
M&E dep CDSC:
No
CDSC case name:
M&E charge text:
With base contract. With base contract. During accumulation phase. 0.75% - During income phase; includes administrative expenses.
M&E charge 2
Internal case name:
Marketing case name:
Sequence:
Current charge:
0
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:
No
CDSC case name:
M&E charge text:
With Fee based