Beacon Data Entry
Variable Annuity Products

Allianz Index Advantage New York (Available to 12.30.2022)

Status: Terminated
Group: Allianz
Product Type: RILA
Product Status: Approved
Version: 0
Inception Date: December 22, 2016
Closed Date: December 30, 2022
Last Modified: June 17, 2025 11:48
Description: The Allianz index advantage new york an individual flexible purchase payment variable and an index-linked deferred annuity. The minimum single premium is $10,000 for qualified and non-qualified money. Surrender charges are six years in duration and are waived in the event of death, entrance into a nursing home. The Flexible Annuity Option offers both variable investment option and index-linked investment options and a free withdrawal privilege that allows for withdrawal of up to 10% of the total Purchase Payments. There are two Index Crediting Methods: the Index Performance Strategy and Index Protection NY Strategy. 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. 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.
Fee Based: No
Free Look: Yes
Plan Types: Non-Qualified, IRA, SEP IRA, Roth IRA, Roth 401 (k)
Premium Types: Flexible
States Available: NY
States Exception:
Version Note:
Scrap Book:

Changes in product plan types as per the email subjected - Allianz Today - July 30, 2024.

Death benefits

Name Internal name Sequence Inception date
Traditional Death Benefit Traditional Death Benefit 1