Beacon Data Entry
Variable Annuity Cusips
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PI
● Terminated · Nassau Financial Group

Phoenix Investor's Edge

Modified about 2 years ago · Nassau
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COMPANY Nassau Financial Group
GROUP Nassau
TYPE Variable Annuity
INCEPTION Jan 07, 2002
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
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Contribution #3699
Contribution #4387
Contribution #18026
Contribution #28356
Contribution #36489
Contribution #38614
Contribution #57111
Waivers
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Waiver #14075
Waiver #14076
Waiver #63559
Waiver #103674
Waiver #134245
Waiver #142586
Waiver #215009
Withdrawals
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Transaction Transfers
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Transaction #1923
Transaction #2611
Transaction #16250
Transaction #26568
Transaction #34701
Transaction #36826
Transaction #55316
Systematic Transfers
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Transfer #731
Transfer #732
Transfer #2019
Transfer #2020
Transfer #29139
Transfer #29140
Transfer #49635
Transfer #49636
Transfer #65769
Transfer #65770
Transfer #69985
Transfer #69986
Transfer #106635
Transfer #106636
Transfer #129804
Transfer #130448
Transfer #144008
Transfer #154256
Transfer #162323
Transfer #164431
Transfer #182756
Transfer #194523
Transfer #195167
Transfer #208727
Transfer #218975
Transfer #227042
Transfer #229150
Transfer #247475
Bonuses
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No Bonuses available for this product.
Features
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No Features available for this product.
Combine Benefits
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Phoenix Retirement Protector
Phoenix Retirement Protector
Phoenix Retirement Protector
Phoenix Retirement Protector
Phoenix Retirement Protector
Phoenix Retirement Protector
Phoenix Retirement Protector
Guarantees
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No Guarantees available for this product.
Settlements
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Fixed Accounts
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No Fixed Accounts available for this product.
Indexed Accounts
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No Indexed Accounts available for this product.
Allocation Models
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No Allocation Models available for this product.
LBR Riders
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Phoenix Income Protector
Phoenix Principal Protector
Phoenix Retirement Protector - GMAB
New York GMWB 5
New York GMWB 7
Phoenix Flexible Withdrawal Protector
Phoenix Retirement Protector - GMWB
GMWB 2007
DBR Riders
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Basic Death Benefit
Annual Step-Up Death Benefit
Phoenix Retirement Protector - Guaranteed Minimum Death Benefit
Charge Initial Sales
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No Charge Initial Sales available for this product.
M&E Charges
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M&E #476
M&E #1323
M&E #18830
M&E #32053
M&E #42067
M&E #44647
M&E #67007
Surrender Charges
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Surrender #5513
Surrender #6382
Surrender #24903
Surrender #39147
Surrender #50181
Surrender #53042
Surrender #78027
Age
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Product Plans
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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)
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
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
Charges
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Charge #1923
Charge #2611
Charge #16250
Charge #26577
Charge #34710
Charge #36835
Charge #55326
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