Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The SecureOption Focus is a limited pay fixed deferred annuity. The minimum single premium is $10,000 for qualified and non-qualified money. Additional contributions can be made for $1,000 or more during the first 6 months only (for all states). 10% of the purchase payments can be withdrawn in the first contract year and 10% of the prior contract anniversary value available thereafter. Systematic Withdrawal is an option. Surrender charges are seven years in duration (7,7,7,6,5,4,3) and are waived in the event of annuitization, death, entrance into a hospital or nursing home. 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. Free look period may vary by state.

Contributions & Waivers

CONTRIBUTIONS

Contribution #712

WAIVERS

Waiver #2204

Waiver #2205

Waiver #2206

WITHDRAWALS

Transfers & Bonuses

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #695

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

No LBR Riders available.

DBR RIDERS

No DBR Riders available.

Charges

INITIAL SALES

Initial Sale #694

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

Surrender #1111

Plans & Other

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FocusFive Plus NY

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