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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The WealthLock MYGA is a single premium deferred fixed annuity with a market value adjustment. The minimum premium is $25,000 for qualified funds and non-qualified funds. Up to 10% of the Contract Value may be withdrawn without any Withdrawal Changes or Market Value Adjustment (MVA) after the first contract anniversary. Interest may be withdrawn 30 days from contract issue. Systematic withdrawals are also an option. Surrender charges vary by rate term and are waived in the event of death, entrance into a nursing home, or diagnosis of a terminal illness. 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. Early surrender charges may also apply. 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.
Contributions & Waivers
CONTRIBUTIONS
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Contribution #47
WAIVERS
Waivers
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Waiver #145
Waiver #146
WITHDRAWALS
Withdrawals
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Withdrawal #46
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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Transaction #46
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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Bonus #51
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 #47
Investments
SETTLEMENTS
Settlements
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Settlement #43
FIXED ACCOUNTS
Fixed Accounts
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INDEXED ACCOUNTS
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Riders & Models
ALLOCATION MODELS
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LBR RIDERS
LBR Riders
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DBR RIDERS
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Charges
INITIAL SALES
Initial Sales
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Initial Sale #47
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #48
Plans & Other
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Age
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Age #47
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403 (b)
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Charge #46
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GROUP
—
COMPANY
Jefferson-Pilot Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Sep 01, 1988
‹
Overview
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›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The WealthLock MYGA is a single premium deferred fixed annuity with a market value adjustment. The minimum premium is $25,000 for qualified funds and non-qualified funds. Up to 10% of the Contract Value may be withdrawn without any Withdrawal Changes or Market Value Adjustment (MVA) after the first contract anniversary. Interest may be withdrawn 30 days from contract issue. Systematic withdrawals are also an option. Surrender charges vary by rate term and are waived in the event of death, entrance into a nursing home, or diagnosis of a terminal illness. 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. Early surrender charges may also apply. 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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #47
WAIVERS
Waivers
Select all
Waiver #145
Waiver #146
WITHDRAWALS
Withdrawals
Select all
Withdrawal #46
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #46
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #51
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #47
Investments
SETTLEMENTS
Settlements
Select all
Settlement #43
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 #47
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #48
Plans & Other
AGE
Age
Select all
Age #47
PRODUCT PLANS
Product Plans
Select all
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
CHARGES
Charges
Select all
Charge #46
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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