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
The American Pathway Security Builder 5 Annuity is a single premium deferred fixed annuity. The minimum premium is $10,000 for qualified funds non-qualified funds. After 30 days, there is an annual withdrawal of up to 15% available of the last anniversary's account value, cumulative to 20%. Systematic withdrawals are also an option. Surrender charges are five years in length (7,7,6,5,3) and are waived in the event of death, entrance into a nursing home or hospital, diagnosis of a terminal illness, or if the owner is unable to perform certain activities of daily living. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Early surrender charges may also apply. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #339
WAIVERS
Waivers
Select all
Waiver #908
Waiver #909
Waiver #910
Waiver #911
Waiver #912
WITHDRAWALS
Withdrawals
Select all
Withdrawal #336
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #332
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
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
Guarantee #337
Investments
SETTLEMENTS
Settlements
Select all
Settlement #330
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
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #335
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #453
Plans & Other
AGE
Age
Select all
Age #337
PRODUCT PLANS
Product Plans
Select all
401 (k)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
CHARGES
Charges
Select all
Charge #332
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
S3
● Active
Single 3
Delete
Terminate
Edit
GROUP
—
COMPANY
Jefferson-Pilot Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Jun 30, 1998
‹
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
The American Pathway Security Builder 5 Annuity is a single premium deferred fixed annuity. The minimum premium is $10,000 for qualified funds non-qualified funds. After 30 days, there is an annual withdrawal of up to 15% available of the last anniversary's account value, cumulative to 20%. Systematic withdrawals are also an option. Surrender charges are five years in length (7,7,6,5,3) and are waived in the event of death, entrance into a nursing home or hospital, diagnosis of a terminal illness, or if the owner is unable to perform certain activities of daily living. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Early surrender charges may also apply. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #339
WAIVERS
Waivers
Select all
Waiver #908
Waiver #909
Waiver #910
Waiver #911
Waiver #912
WITHDRAWALS
Withdrawals
Select all
Withdrawal #336
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #332
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
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
Guarantee #337
Investments
SETTLEMENTS
Settlements
Select all
Settlement #330
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
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #335
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #453
Plans & Other
AGE
Age
Select all
Age #337
PRODUCT PLANS
Product Plans
Select all
401 (k)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
CHARGES
Charges
Select all
Charge #332
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