Beacon Data Entry
Variable Annuity Charges

Charge

Product Policy Type: Variable Annuity
Product Version: 0
No Load: No
Premium Tax Applicable: Yes
Annual Maintenance: 20
Max Annual Maintenance: 20
Annual Maintenance %:
Maintenance Fee Waiver Amount: 50000
Last Modified: 2026-01-20 06:14

Annual Charges

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

Premium Tax

Premium Tax Min: 0
Premium Tax Max: 5
Premium Tax Basis Type: Purchase Payments
Premium Tax Frequency:

Distribution charges

Current charge:
Max charge:
Basis type:
Frequency:

Admin charges

Current charge: 0
Max charge:
Basis type: Variable Account Value
Frequency:

Subaccount fees

Min subaccount fee: 0
Avg subaccount fee: 0
Max subaccount fee: 1
Total variable account expense: 0

Charge initial sales

Initial sale 1

Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions: No
States available:
State exceptions:

Case 1

Contribution range: 1000000 – 999999999
Sales charge %: 1%
Sales charge amount:
Basis type:
Frequency:
Deducted when:

Case 2

Contribution range: 500000 – 999999
Sales charge %: 2%
Sales charge amount:
Basis type:
Frequency:
Deducted when:

Case 3

Contribution range: 250000 – 499999
Sales charge %: 2%
Sales charge amount:
Basis type:
Frequency:
Deducted when:

Case 4

Contribution range: 100000 – 249999
Sales charge %: 3%
Sales charge amount:
Basis type:
Frequency:
Deducted when:

Case 5

Contribution range: 50000 – 99999
Sales charge %: 4%
Sales charge amount:
Basis type:
Frequency:
Deducted when:

Case 6

Contribution range: 0 – 49999
Sales charge %: 5%
Sales charge amount:
Basis type:
Frequency:
Deducted when:
Sales charge text:

Issuer will deduct charge based upon total purchase payments, which ranges from 5.50% to 1% of purchase payment.

Initial sale 2

Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions: No
States available:
State exceptions:

No cases for this initial sale.

Initial sale 3

Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions: No
States available:
State exceptions:

No cases for this initial sale.

Initial sale 4

Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions: No
States available:
State exceptions:

No cases for this initial sale.

Initial sale 5

Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions: No
States available:
State exceptions:

No cases for this initial sale.

Initial sale 6

Sale charge internal name:
Sale charge marketing name:
Sequence:
Inception date:
Closed date:
Exceptions: No
States available:
State exceptions:

No cases for this initial sale.

M&E charges

M&E charge 1

Internal case name:
Marketing case name:
Sequence:
Current charge: 0
Max charge:
Basis type: Variable Account Value
Frequency:
Deducted when: Daily
Inception date:
Closed date:
Income phase applicable: Yes
Current charge (income phase): 0
Max charge (income phase):
States available:
State exceptions:
Exceptions: No
M&E dep CDSC: No
CDSC case name:
M&E charge text:

With fee-based contract.

M&E charge 2

Internal case name:
Marketing case name:
Sequence:
Current charge: 0
Max charge:
Basis type: Variable Account Value
Frequency:
Deducted when: Daily
Inception date: 1900-01-01
Closed date: 1900-01-01
Income phase applicable: Yes
Current charge (income phase): 0
Max charge (income phase):
States available:
State exceptions:
Exceptions: No
M&E dep CDSC: No
CDSC case name:
M&E charge text:

With base contract.