Beacon Data Entry

RP

● Terminated · Nassau Financial Group

Retirement Planner's Edge

Modified about 2 years ago · Nassau

COMPANY Nassau Financial Group

GROUP Nassau

TYPE Variable Annuity

INCEPTION Aug 02, 1999

Details Death Benefits Riders Age Contribution Bonuses Charges CUSIP Waivers Withdrawals Transactions Systematic Transfers Features Combine Benefits Guarantee Settlements Allocation Model Investment Requirement Copy Product

Product Policy Type

Annual maintenance

Max annual maintenance

Annual maintenance per

Maintenance Fee Waiver Amount

Premium tax min

Premium tax max

Distribution Current

Distribution Max

Premium Tax Applicable

Admin Current

Admin Max

Min Subaccount Fee

Avg Subaccount Fee

Max Subaccount Fee

Total Variable Account Expense

Notes

Scrap book

Initial Sales

+ Add Initial Sales

Initial Sale #1

Internal Name

Marketing Name

Inception Date

Closed Date

Exception

Not available in states

Initial Sales Cases

+ Add Case

Initial Sales Case #1

Range Min

Range Max

Basis Type

Frequency

Deducted When

Charge %

Charge Amount

Sales Charge Text

M&E Charges

+ Add M&E Charge

CDSC Charges

+ Add CDSC Charge

Cancel Back to Charges