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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Palladium MYG MAX is a single premium deferred annuity with a market value adjustment (not available in some states). The minimum initial contribution is $5,000 for both qualified and non-qualified funds. Interest earnings are available for withdrawal beginning in the first contract year. The surrender schedule is ten years in duration. Surrender charges are waived in the event of annuitization, death, disability, or entrance into a nursing home or hospital. State variations may apply. The Guaranteed Minimum Surrender Value (GMSV) is 90%. There is a 30-day window at the end of each rate term during which all funds may be withdrawn without penalty.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #712
WAIVERS
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Waiver #2204
Waiver #2205
Waiver #2206
WITHDRAWALS
Withdrawals
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Withdrawal #694
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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Transaction #692
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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Bonus #4333
Bonus #4334
Bonus #4335
Bonus #4336
Bonus #4337
Bonus #4338
Bonus #4339
Bonus #4340
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 #695
Investments
SETTLEMENTS
Settlements
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Settlement #689
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
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Riders & Models
ALLOCATION MODELS
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LBR RIDERS
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DBR RIDERS
DBR Riders
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Charges
INITIAL SALES
Initial Sales
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Initial Sale #694
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #1111
Plans & Other
AGE
Age
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Age #694
PRODUCT PLANS
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401 (a)
401 (k)
403 (b)
457 (b)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
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SEP IRA
Spousal IRA
CHARGES
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Charge #692
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
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GROUP
—
COMPANY
Sun Life Insurance and Annuity Company of New York
TYPE
Fixed Annuity
INCEPTION
Feb 25, 2008
‹
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Palladium MYG MAX is a single premium deferred annuity with a market value adjustment (not available in some states). The minimum initial contribution is $5,000 for both qualified and non-qualified funds. Interest earnings are available for withdrawal beginning in the first contract year. The surrender schedule is ten years in duration. Surrender charges are waived in the event of annuitization, death, disability, or entrance into a nursing home or hospital. State variations may apply. The Guaranteed Minimum Surrender Value (GMSV) is 90%. There is a 30-day window at the end of each rate term during which all funds may be withdrawn without penalty.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #712
WAIVERS
Waivers
Select all
Waiver #2204
Waiver #2205
Waiver #2206
WITHDRAWALS
Withdrawals
Select all
Withdrawal #694
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #692
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #4333
Bonus #4334
Bonus #4335
Bonus #4336
Bonus #4337
Bonus #4338
Bonus #4339
Bonus #4340
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #695
Investments
SETTLEMENTS
Settlements
Select all
Settlement #689
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 #694
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #1111
Plans & Other
AGE
Age
Select all
Age #694
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
403 (b)
457 (b)
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #692
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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