B
Beacon
Data Entry
Cusips
⌘K
N
Nirmala
Signed in as Nirmala
Settings
Sign out
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #3677
WAIVERS
Waivers
Select all
Waiver #177217
Waiver #177218
Waiver #177219
Waiver #177220
WITHDRAWALS
Withdrawals
Select all
Withdrawal #3347
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #1901
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
Transfer #687
Transfer #688
Transfer #129782
Transfer #194501
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
No Guarantees available.
Investments
SETTLEMENTS
Settlements
Select all
Settlement #3092
Settlement #3877
Settlement #17432
Settlement #27739
Settlement #35874
Settlement #38007
Settlement #46704
Settlement #51342
Settlement #56448
Settlement #56449
Settlement #56456
Settlement #59506
Settlement #65319
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
Phoenix Income Protector
Phoenix Principal Protector
Phoenix Flexible Withdrawal Protector
GMWB 2007
DBR RIDERS
DBR Riders
Select all
Return of Premium Death Benefit
Annual Step-Up Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
M&E #443
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #5483
Plans & Other
AGE
Age
Select all
Age #3435
PRODUCT PLANS
Product Plans
Select all
401 (a)
403 (b)
HR-10 (Keogh)
IRA
Non-Qualified
Roth IRA
CHARGES
Charges
Select all
Charge #1901
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
→
←
Not available in states
Cancel
PS
● Terminated
Phoenix Spectrum Edge+
Delete
Edit
GROUP
Nassau
COMPANY
Nassau Financial Group
TYPE
Variable Annuity
INCEPTION
May 11, 2007
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #3677
WAIVERS
Waivers
Select all
Waiver #177217
Waiver #177218
Waiver #177219
Waiver #177220
WITHDRAWALS
Withdrawals
Select all
Withdrawal #3347
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #1901
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
Transfer #687
Transfer #688
Transfer #129782
Transfer #194501
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
No Guarantees available.
Investments
SETTLEMENTS
Settlements
Select all
Settlement #3092
Settlement #3877
Settlement #17432
Settlement #27739
Settlement #35874
Settlement #38007
Settlement #46704
Settlement #51342
Settlement #56448
Settlement #56449
Settlement #56456
Settlement #59506
Settlement #65319
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
Phoenix Income Protector
Phoenix Principal Protector
Phoenix Flexible Withdrawal Protector
GMWB 2007
DBR RIDERS
DBR Riders
Select all
Return of Premium Death Benefit
Annual Step-Up Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
M&E #443
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #5483
Plans & Other
AGE
Age
Select all
Age #3435
PRODUCT PLANS
Product Plans
Select all
401 (a)
403 (b)
HR-10 (Keogh)
IRA
Non-Qualified
Roth IRA
CHARGES
Charges
Select all
Charge #1901
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
→
←
Not available in states
Cancel