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Investment Option
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OPTION NAME
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MIN %
*
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*
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TARGET VALUE
Notes
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Investment Option
Identity
OPTION NAME
*
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*
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Investment Option
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OPTION NAME
*
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*
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*
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*
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TARGET VALUE
Notes
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7
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
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TARGET VALUE
Notes
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Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
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9
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
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MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
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10
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
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TARGET VALUE
Notes
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11
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
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*
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12
Investment Option
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OPTION NAME
*
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*
INCEPTION DATE
*
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Allocation
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*
MAX %
*
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MAX VALUE
TARGET VALUE
Notes
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13
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
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TARGET %
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TARGET VALUE
Notes
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14
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
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TARGET VALUE
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1
Investment Option
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OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
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MIN %
*
MAX %
*
TARGET %
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Notes
DESCRIPTION
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1
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SF
● Active
·
Penn Mutual Life Insurance Company
Smart Foundation Plus Variable Annuity
Modified 9 days ago · Penn Mutual
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COMPANY
Penn Mutual Life Insurance Company
GROUP
Penn Mutual
TYPE
Variable Annuity
INCEPTION
May 07, 2012
Details
Model Identity
MODEL NAME
*
MODEL TYPE
*
Select
Static
Custom
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
GROUP LEVEL
*
Investment Requirement Groups
+ Add Group
1
Investment Requirement Group
Identity
INTERNAL GROUP NAME
*
GROUP NAME
*
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Investment Options
+ Add Option
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
2
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
3
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
4
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
5
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
6
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
7
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
8
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
9
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
10
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
11
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
12
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
13
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
14
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
1
Investment Requirement Group
Identity
INTERNAL GROUP NAME
*
GROUP NAME
*
CATEGORY
*
Select
Asset Class
Investment Strategy
Others
INCEPTION DATE
*
CLOSED DATE
Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
Investment Options
+ Add Option
1
Investment Option
Identity
OPTION NAME
*
GROUP NAME
*
INCEPTION DATE
*
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Allocation
MIN %
*
MAX %
*
TARGET %
MIN VALUE
MAX VALUE
TARGET VALUE
Notes
DESCRIPTION
SCRAP BOOK
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