Beacon Data Entry
Variable Annuity Cusips
⌘K
PS
● Terminated · Nassau Financial Group

Phoenix Spectrum Edge+

Modified 8 months ago · Nassau
Edit
COMPANY Nassau Financial Group
GROUP Nassau
TYPE Variable Annuity
INCEPTION May 11, 2007
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

CUSIP Basic Info

Contribution / Waiver / Withdrawal

Contributions
Select all
Contribution #3677
Contribution #4464
Contribution #18025
Contribution #28338
Contribution #36474
Contribution #38607
Contribution #47308
Contribution #51951
Contribution #57060
Contribution #57061
Contribution #57068
Contribution #60122
Contribution #65936
Waivers
Select all
Waiver #14096
Waiver #14097
Waiver #14098
Waiver #14099
Waiver #63555
Waiver #63556
Waiver #63557
Waiver #63558
Waiver #103615
Waiver #103616
Waiver #103617
Waiver #103618
Waiver #134216
Waiver #134217
Waiver #134218
Waiver #134219
Waiver #142569
Waiver #142570
Waiver #142571
Waiver #142572
Waiver #177213
Waiver #177214
Waiver #177215
Waiver #177216
Waiver #177217
Waiver #177218
Waiver #177219
Waiver #177220
Waiver #195801
Waiver #195802
Waiver #195803
Waiver #195804
Waiver #214813
Waiver #214814
Waiver #214815
Waiver #214816
Waiver #214817
Waiver #214818
Waiver #214819
Waiver #214820
Waiver #214858
Waiver #214859
Waiver #214860
Waiver #214861
Waiver #226281
Waiver #226282
Waiver #226283
Waiver #226284
Waiver #250763
Waiver #250764
Waiver #250765
Waiver #250766
Withdrawals
Select all
Transaction Transfers
Select all
Transaction #1901
Transaction #2688
Transaction #16249
Transaction #26550
Transaction #34686
Transaction #36819
Transaction #45519
Transaction #50159
Transaction #55265
Transaction #55266
Transaction #55273
Transaction #58327
Transaction #64141
Systematic Transfers
Select all
Transfer #687
Transfer #688
Transfer #2165
Transfer #2166
Transfer #29137
Transfer #29138
Transfer #49599
Transfer #49600
Transfer #65739
Transfer #65740
Transfer #69971
Transfer #69972
Transfer #87233
Transfer #87234
Transfer #96415
Transfer #96416
Transfer #106533
Transfer #106534
Transfer #106535
Transfer #106536
Transfer #106549
Transfer #106550
Transfer #112637
Transfer #112638
Transfer #124253
Transfer #124254
Transfer #129782
Transfer #130521
Transfer #144007
Transfer #154238
Transfer #162308
Transfer #164424
Transfer #173055
Transfer #177646
Transfer #182705
Transfer #182706
Transfer #182713
Transfer #185757
Transfer #191565
Transfer #194501
Transfer #195240
Transfer #208726
Transfer #218957
Transfer #227027
Transfer #229143
Transfer #237774
Transfer #242365
Transfer #247424
Transfer #247425
Transfer #247432
Transfer #250476
Transfer #256284
Bonuses
Select all
No Bonuses available for this product.
Features
Select all
No Features available for this product.
Combine Benefits
Select all
No Combine Benefits available for this product.
Guarantees
Select all
No Guarantees available for this product.
Settlements
Select all
Fixed Accounts
Select all
No Fixed Accounts available for this product.
Indexed Accounts
Select all
No Indexed Accounts available for this product.
Allocation Models
Select all
No Allocation Models available for this product.
LBR Riders
Select all
Phoenix Income Protector
Phoenix Principal Protector
Phoenix Flexible Withdrawal Protector
GMWB 2007
DBR Riders
Select all
Return of Premium Death Benefit
Annual Step-Up Death Benefit
Charge Initial Sales
Select all
No Charge Initial Sales available for this product.
M&E Charges
Select all
M&E #443
M&E #1419
M&E #18829
M&E #32026
M&E #42052
M&E #44638
M&E #55063
M&E #60592
M&E #66947
M&E #66948
M&E #66955
M&E #70774
M&E #78481
Surrender Charges
Select all
Surrender #5483
Surrender #6480
Surrender #24902
Surrender #39119
Surrender #50164
Surrender #53034
Surrender #64819
Surrender #71033
Surrender #77955
Surrender #77956
Surrender #77969
Surrender #82098
Surrender #89839
Age
Select all
Product Plans
Select all
401 (a)
401 (a)
401 (a)
401 (a)
401 (a)
401 (a)
401 (a)
401 (a)
401 (a)
401 (a)
401 (a)
401 (a)
401 (a)
403 (b)
403 (b)
403 (b)
403 (b)
403 (b)
403 (b)
403 (b)
403 (b)
403 (b)
403 (b)
403 (b)
403 (b)
403 (b)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
HR-10 (Keogh)
IRA
IRA
IRA
IRA
IRA
IRA
IRA
IRA
IRA
IRA
IRA
IRA
IRA
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Non-Qualified
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Roth IRA
Charges
Select all
Charge #1901
Charge #2688
Charge #16249
Charge #26559
Charge #34695
Charge #36828
Charge #45528
Charge #50168
Charge #55275
Charge #55276
Charge #55283
Charge #58337
Charge #64151
Cancel