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Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Assured Advisory is a single premium deferred annuity with a flexible guaranteed lifetime withdrawal benefit. There is a market value adjustment. The minimum initial contribution is $25,000 for qualified and non-qualified money. Additional contributions are allowed within the first 60 days after contract issue. Beginning in the first contract year, up to 10% of the contract value as of the previous anniversary may be withdrawn without a surrender charge or market value adjustment. Systematic withdrawal is an option. This product includes a Flexible Guaranteed Lifetime Withdrawal Benefit for an annual fee which guarantees lifetime income payments for the life of the covered person(s) even if the contract value is completely depleted due to lifetime income withdrawals, as long as withdrawals are within specified parameters. Surrender charges vary by state and are waived in the event of annuitization, death, diagnosis of a terminal illness, entrance into a qualifying institution or extended care facility. 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 #425
WAIVERS
Waivers
Select all
Waiver #1344
Waiver #1345
Waiver #1346
WITHDRAWALS
Withdrawals
Select all
Withdrawal #467
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #465
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #1333
Bonus #1334
Bonus #1335
Bonus #1336
Bonus #1337
Bonus #1338
Bonus #1339
Bonus #1340
Bonus #1341
Bonus #1342
Bonus #1343
Bonus #1344
Bonus #1345
Bonus #1346
Bonus #1347
Bonus #1348
Bonus #1349
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #423
Investments
SETTLEMENTS
Settlements
Select all
Settlement #462
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 #421
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #665
Plans & Other
AGE
Age
Select all
Age #467
PRODUCT PLANS
Product Plans
Select all
457 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Spousal IRA
CHARGES
Charges
Select all
Charge #465
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)
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GROUP
Reliance Standard
COMPANY
Reliance Standard Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Jun 01, 2000
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CUSIP
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Assured Advisory is a single premium deferred annuity with a flexible guaranteed lifetime withdrawal benefit. There is a market value adjustment. The minimum initial contribution is $25,000 for qualified and non-qualified money. Additional contributions are allowed within the first 60 days after contract issue. Beginning in the first contract year, up to 10% of the contract value as of the previous anniversary may be withdrawn without a surrender charge or market value adjustment. Systematic withdrawal is an option. This product includes a Flexible Guaranteed Lifetime Withdrawal Benefit for an annual fee which guarantees lifetime income payments for the life of the covered person(s) even if the contract value is completely depleted due to lifetime income withdrawals, as long as withdrawals are within specified parameters. Surrender charges vary by state and are waived in the event of annuitization, death, diagnosis of a terminal illness, entrance into a qualifying institution or extended care facility. 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 #425
WAIVERS
Waivers
Select all
Waiver #1344
Waiver #1345
Waiver #1346
WITHDRAWALS
Withdrawals
Select all
Withdrawal #467
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #465
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #1333
Bonus #1334
Bonus #1335
Bonus #1336
Bonus #1337
Bonus #1338
Bonus #1339
Bonus #1340
Bonus #1341
Bonus #1342
Bonus #1343
Bonus #1344
Bonus #1345
Bonus #1346
Bonus #1347
Bonus #1348
Bonus #1349
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #423
Investments
SETTLEMENTS
Settlements
Select all
Settlement #462
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 #421
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #665
Plans & Other
AGE
Age
Select all
Age #467
PRODUCT PLANS
Product Plans
Select all
457 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Spousal IRA
CHARGES
Charges
Select all
Charge #465
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