Beacon Data Entry
Variable Annuity Cusips

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Contributions
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Contribution #41081
Waivers
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No Waivers available.
Withdrawals
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Transaction Transfers
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Transaction #39293
Systematic Transfers
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Transfer #75041
Transfer #75042
Transfer #166959
Transfer #231678
Bonuses
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No Bonuses available.
Features
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No Features available.
Combine Benefits
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Transamerica Principal Optimizer Rider
Retirement Income Choice 1.7 with Death Benefit
Guarantees
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No Guarantees available.
Settlements
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Fixed Accounts
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No Fixed Accounts available.
Indexed Accounts
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No Indexed Accounts available.
Allocation Models
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Static Allocations
LBR Riders
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Transamerica Principal Optimizer - GMAB
Transamerica Principal Optimizer - GMWB
Retirement Income Max 1.2
Retirement Income Choice 1.7
Transamerica Income Edge 1.2
DBR Riders
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Base Policy Death Benefit
Annual Step-Up Death Benefit
Return of Premium Death Benefit
Retirement Income Choice 1.7 Benefit - Death Benefit
Initial Sales
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No Initial Sales available.
M&E Charges
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M&E #47766
Surrender Charges
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Surrender #56603
Age
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Age #40839
Product Plans
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401 (a)
401 (k)
457 (f)
IRA
Non-Qualified
Roth IRA
SEP IRA
Charges
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Charge #39302
TI
● Active · Transamerica Financial Life Insurance Company

Transamerica I-Share II Variable Annuity (NY)

Modified 6 months ago · AEGON
Edit
COMPANY Transamerica Financial Life Insurance Company
GROUP AEGON
TYPE Variable Annuity
INCEPTION May 01, 2020

Edit CUSIP

Contributions
Select all
Contribution #41081
Waivers
Select all
No Waivers available.
Withdrawals
Select all
Transaction Transfers
Select all
Transaction #39293
Systematic Transfers
Select all
Transfer #75041
Transfer #75042
Transfer #166959
Transfer #231678
Bonuses
Select all
No Bonuses available.
Features
Select all
No Features available.
Combine Benefits
Select all
Transamerica Principal Optimizer Rider
Retirement Income Choice 1.7 with Death Benefit
Guarantees
Select all
No Guarantees available.
Settlements
Select all
Fixed Accounts
Select all
No Fixed Accounts available.
Indexed Accounts
Select all
No Indexed Accounts available.
Allocation Models
Select all
Static Allocations
LBR Riders
Select all
Transamerica Principal Optimizer - GMAB
Transamerica Principal Optimizer - GMWB
Retirement Income Max 1.2
Retirement Income Choice 1.7
Transamerica Income Edge 1.2
DBR Riders
Select all
Base Policy Death Benefit
Annual Step-Up Death Benefit
Return of Premium Death Benefit
Retirement Income Choice 1.7 Benefit - Death Benefit
Initial Sales
Select all
No Initial Sales available.
M&E Charges
Select all
M&E #47766
Surrender Charges
Select all
Surrender #56603
Age
Select all
Age #40839
Product Plans
Select all
401 (a)
401 (k)
457 (f)
IRA
Non-Qualified
Roth IRA
SEP IRA
Charges
Select all
Charge #39302