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Basic Info
CUSIP NUMBER
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CUSIP NAME
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INCEPTION DATE
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CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The First Symetra Custom 7 is a modified single premium deferred fixed annuity. The minimum premium is $10,000 for qualified and non-qualified funds. Additional contributions can be made for $1,000 or more during the first year only. During each policy year, including the first, up to 10% of the contract value may be withdrawn without CDSC charge. Systematic withdrawals are also an option. Surrender charges are seven years in duration (8,8,7,7,6,5,4) and are waived in the event of annuitization, death, or extended confinement in a nursing home or hospital. There is an optional return of principal rider which, if elected, guarantees the sum of all purchase payments, less prior withdrawals. IGMIR is between 1-3%, declared at issue. 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. Surrender charges may also apply. Guarantees are based on the claims paying ability of the insurer. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #432
WAIVERS
Waivers
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Waiver #1177
WITHDRAWALS
Withdrawals
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Withdrawal #425
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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Transaction #423
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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No Bonuses available.
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #428
Investments
SETTLEMENTS
Settlements
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Settlement #420
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
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Initial Sale #426
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #597
Plans & Other
AGE
Age
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Age #426
PRODUCT PLANS
Product Plans
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401 (a)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
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SEP IRA
CHARGES
Charges
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Charge #423
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GROUP
—
COMPANY
Kemper Investors Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
May 01, 2001
‹
Overview
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Financial
CUSIP
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Allocation Model
Investment Requirement
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The First Symetra Custom 7 is a modified single premium deferred fixed annuity. The minimum premium is $10,000 for qualified and non-qualified funds. Additional contributions can be made for $1,000 or more during the first year only. During each policy year, including the first, up to 10% of the contract value may be withdrawn without CDSC charge. Systematic withdrawals are also an option. Surrender charges are seven years in duration (8,8,7,7,6,5,4) and are waived in the event of annuitization, death, or extended confinement in a nursing home or hospital. There is an optional return of principal rider which, if elected, guarantees the sum of all purchase payments, less prior withdrawals. IGMIR is between 1-3%, declared at issue. 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. Surrender charges may also apply. Guarantees are based on the claims paying ability of the insurer. 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 #432
WAIVERS
Waivers
Select all
Waiver #1177
WITHDRAWALS
Withdrawals
Select all
Withdrawal #425
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #423
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 #428
Investments
SETTLEMENTS
Settlements
Select all
Settlement #420
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 #426
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #597
Plans & Other
AGE
Age
Select all
Age #426
PRODUCT PLANS
Product Plans
Select all
401 (a)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
CHARGES
Charges
Select all
Charge #423
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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