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Beacon Data Entry

Variable Annuity Cusips

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Overview

Entities

Business Groups 99 Companies 273 Separate Accounts 283

Products

Insurance Trusts 1010

Riders 7346 Death Benefits 7641

Reference

Funds & Advisors Activity log Settings

Connected · v1.0

Edit CUSIP

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

Contributions & Waivers

CONTRIBUTIONS

Contributions

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Contribution #3677

WAIVERS

Waivers

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Waiver #177217

Waiver #177218

Waiver #177219

Waiver #177220

WITHDRAWALS

Withdrawals

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Transfers & Bonuses

TRANSACTION TRANSFERS

Transaction Transfers

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Transaction #1901

SYSTEMATIC TRANSFERS

Systematic Transfers

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Transfer #687

Transfer #688

Transfer #129782

Transfer #194501

BONUSES

Bonuses

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No Bonuses available.

Features & Benefits

FEATURES

Features

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No Features available.

COMBINE BENEFITS

Combine Benefits

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No Combine Benefits available.

GUARANTEES

Guarantees

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No Guarantees available.

Investments

SETTLEMENTS

Settlements

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FIXED ACCOUNTS

Fixed Accounts

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No Fixed Accounts available.

INDEXED ACCOUNTS

Indexed Accounts

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No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

Allocation Models

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No Allocation Models available.

LBR RIDERS

LBR Riders

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Phoenix Income Protector

Phoenix Principal Protector

Phoenix Flexible Withdrawal Protector

GMWB 2007

DBR RIDERS

DBR Riders

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Return of Premium Death Benefit

Annual Step-Up Death Benefit

Charges

INITIAL SALES

Initial Sales

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No Initial Sales available.

M&E CHARGES

M&E Charges

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M&E #443

SURRENDER CHARGES

Surrender Charges

Select all

Surrender #5483

Plans & Other

AGE

Age

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Age #3435

PRODUCT PLANS

Product Plans

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401 (a)

403 (b)

HR-10 (Keogh)

IRA

Non-Qualified

Roth IRA

CHARGES

Charges

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Charge #1901

Cancel

PS

● Terminated · Nassau Financial Group

Phoenix Spectrum Edge+

Modified 8 months ago · Nassau

COMPANY Nassau Financial Group

GROUP Nassau

TYPE Variable Annuity

INCEPTION May 11, 2007

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

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

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

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

Cancel