Beacon Data Entry
Variable Annuity Charges

Charge

Product Policy Type: Variable Annuity
Product Version: 0
No Load: No
Premium Tax Applicable: Yes
Annual Maintenance: 30.0
Max Annual Maintenance: 60
Annual Maintenance %:
Maintenance Fee Waiver Amount: 50000
Last Modified: 2017-08-29 09:36
Notes:

Issuer imposes a maximum TSA Net Loan Interest Annual Rate at 2% of amount in loan account. Net loan interest rate is the maximum interest rate charged (5.0%) less the amount credited to the Fixed Account balance (3.0%).

Annual Charges

Annual Charge Basis Type:
Annual Charge Frequency:
Annual Deducted When: Annually

Premium Tax

Premium Tax Min: 0.0
Premium Tax Max: 3.5
Premium Tax Basis Type:
Premium Tax Frequency:

Distribution charges

Current charge:
Max charge:
Basis type:
Frequency:

Admin charges

Current charge:
Max charge:
Basis type:
Frequency:

Subaccount fees

Min subaccount fee: 0.26
Avg subaccount fee:
Max subaccount fee: 4.89
Total variable account expense: 0.0

No initial sales for this charge.

M&E charges

M&E charge 1

Internal case name:
Marketing case name:
Sequence:
Current charge: 0.95
Max charge: 0.95
Basis type: Variable Account Value
Frequency:
Deducted when: Daily
Inception date:
Closed date:
Income phase applicable: No
States available:
State exceptions:
Exceptions: No
M&E dep CDSC: Yes
CDSC case name: 645
M&E charge text:

With base contract. Includes distribution Expenses.

M&E charge 2

Internal case name:
Marketing case name:
Sequence:
Current charge: 1.45
Max charge: 1.65
Basis type: Variable Account Value
Frequency:
Deducted when: Daily
Inception date:
Closed date:
Income phase applicable: No
States available:
State exceptions:
Exceptions: No
M&E dep CDSC: Yes
CDSC case name: 653
M&E charge text:

With Zero Year Surrender Charge Rider. Includes distribution Expenses.

M&E charge 3

Internal case name:
Marketing case name:
Sequence:
Current charge: 1.3
Max charge: 1.5
Basis type: Variable Account Value
Frequency:
Deducted when: Daily
Inception date:
Closed date:
Income phase applicable: No
States available:
State exceptions:
Exceptions: No
M&E dep CDSC: Yes
CDSC case name: 652
M&E charge text:

With Three-Year Surrender Charge Rider (Closed).

M&E charge 4

Internal case name:
Marketing case name:
Sequence:
Current charge: 1.2
Max charge: 1.4
Basis type: Variable Account Value
Frequency:
Deducted when: Daily
Inception date:
Closed date:
Income phase applicable: No
States available:
State exceptions:
Exceptions: No
M&E dep CDSC: Yes
CDSC case name: 651
M&E charge text:

With Five-Year Surrender Charge Rider (Closed).