Charge
Product Policy Type:
Variable Annuity
Product Version:
0
No Load:
No
Premium Tax Applicable:
Yes
Annual Maintenance:
50
Max Annual Maintenance:
Annual Maintenance %:
Maintenance Fee Waiver Amount:
50000
Last Modified:
2025-09-23 06:59
Notes:
Advisory Fees cannot surpass an annual rate of 1.5% of Contract's Value. Benefit allows owner to take withdrawals up to 1.25% of the Contract Value annually, without negatively impacting the rider guarantees to pay the advisory fees. Cumulative annual advisory fee withdrawals are available within a contract year. Advisory fees can be withdrawn from annuities via AWS or a one-time request.
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:
Max charge:
Basis type:
Frequency:
Subaccount fees
Min subaccount fee:
0
Avg subaccount fee:
0
Max subaccount fee:
0
Total variable account expense:
0
No initial sales for this charge.
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 base contract. During accumulation phase. 0.10% - During income phase; includes administrative expenses.