Beacon Data Entry
Variable Annuity Cusips

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Contributions
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Contribution #3699
Waivers
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Waiver #14075
Withdrawals
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Transaction Transfers
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Transaction #1923
Systematic Transfers
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Transfer #731
Transfer #732
Transfer #129804
Transfer #194523
Bonuses
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No Bonuses available.
Features
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No Features available.
Combine Benefits
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Phoenix Retirement Protector
Guarantees
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No Guarantees available.
Settlements
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Fixed Accounts
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No Fixed Accounts available.
Indexed Accounts
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No Indexed Accounts available.
Allocation Models
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No Allocation Models available.
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
Initial Sales
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No Initial Sales available.
M&E Charges
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M&E #476
Surrender Charges
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Surrender #5513
Age
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Age #3457
Product Plans
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401 (a)
403 (b)
HR-10 (Keogh)
IRA
Non-Qualified
Roth IRA
Charges
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Charge #1923
PI
● Terminated · Nassau Financial Group

Phoenix Investor's Edge

Modified about 2 years ago · Nassau
Edit
COMPANY Nassau Financial Group
GROUP Nassau
TYPE Variable Annuity
INCEPTION Jan 07, 2002

Edit CUSIP

Contributions
Select all
Contribution #3699
Waivers
Select all
Waiver #14075
Withdrawals
Select all
Transaction Transfers
Select all
Transaction #1923
Systematic Transfers
Select all
Transfer #731
Transfer #732
Transfer #129804
Transfer #194523
Bonuses
Select all
No Bonuses available.
Features
Select all
No Features available.
Combine Benefits
Select all
Phoenix Retirement Protector
Guarantees
Select all
No Guarantees available.
Settlements
Select all
Fixed Accounts
Select all
No Fixed Accounts available.
Indexed Accounts
Select all
No Indexed Accounts available.
Allocation Models
Select all
No Allocation Models available.
LBR Riders
Select all
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
Select all
Basic Death Benefit
Annual Step-Up Death Benefit
Phoenix Retirement Protector - Guaranteed Minimum Death Benefit
Initial Sales
Select all
No Initial Sales available.
M&E Charges
Select all
M&E #476
Surrender Charges
Select all
Surrender #5513
Age
Select all
Age #3457
Product Plans
Select all
401 (a)
403 (b)
HR-10 (Keogh)
IRA
Non-Qualified
Roth IRA
Charges
Select all
Charge #1923