B
Beacon
Data Entry
Cusips
⌘K
N
Nirmala
Signed in as Nirmala
Settings
Sign out
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The GuaranteeShield 3 is a single premium deferred annuity with a market value adjustment. The minimum initial contribution is $10,000 for qualified funds and non-qualified funds. 10% free withdrawal is available after the first policy year. Surrender charges are three years in duration (9%, 8%, 7%)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. Guarantees based on claims paying ability of insurer. Free look period may vary by state. 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 #872
WAIVERS
Waivers
Select all
Waiver #2802
Waiver #2803
Waiver #2804
Waiver #2805
WITHDRAWALS
Withdrawals
Select all
Withdrawal #835
Withdrawal #863
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #828
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #6396
Bonus #6397
Bonus #6398
Bonus #6399
Bonus #6400
Bonus #6401
Bonus #6402
Bonus #6403
Bonus #6404
Bonus #6405
Bonus #6406
Bonus #6407
Bonus #6408
Bonus #6409
Bonus #6410
Bonus #6411
Bonus #6412
Bonus #6413
Bonus #6414
Bonus #6415
Bonus #6416
Bonus #6417
Bonus #6418
Bonus #6419
Bonus #6420
Bonus #6421
Bonus #6422
Bonus #6423
Bonus #6424
Bonus #6425
Bonus #6426
Bonus #6427
Bonus #6428
Bonus #6429
Bonus #6430
Bonus #6431
Bonus #6432
Bonus #6433
Bonus #6434
Bonus #6435
Bonus #6436
Bonus #6437
Bonus #6438
Bonus #6439
Bonus #6440
Bonus #6441
Bonus #6442
Bonus #6443
Bonus #6444
Bonus #6445
Bonus #6446
Bonus #6447
Bonus #6448
Bonus #6449
Bonus #6450
Bonus #6451
Bonus #6452
Bonus #6453
Bonus #6454
Bonus #6455
Bonus #6456
Bonus #6457
Bonus #6458
Bonus #6459
Bonus #6460
Bonus #6461
Bonus #6462
Bonus #6463
Bonus #6464
Bonus #6465
Bonus #6466
Bonus #6467
Bonus #6468
Bonus #6469
Bonus #6470
Bonus #6471
Bonus #6472
Bonus #6473
Bonus #6474
Bonus #6475
Bonus #6476
Bonus #6477
Bonus #6478
Bonus #6479
Bonus #6480
Bonus #6481
Bonus #6482
Bonus #6483
Bonus #6484
Bonus #6485
Bonus #6486
Bonus #6487
Bonus #6488
Bonus #6489
Bonus #6490
Bonus #6491
Bonus #6492
Bonus #6493
Bonus #6494
Bonus #6495
Bonus #6496
Bonus #6497
Features & Benefits
FEATURES
Features
Select all
Return of Annuity Deposit Guarantee
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #829
Investments
SETTLEMENTS
Settlements
Select all
Settlement #830
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
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #828
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #1416
Surrender #1417
Plans & Other
AGE
Age
Select all
Age #836
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #828
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)
→
←
Not available in states
Cancel
S7
● Active
SecureFore 7 (available 5/2/2011 to 12/21/2020)
Delete
Terminate
Edit
GROUP
Forethought Financial
COMPANY
Global Atlantic
TYPE
Fixed Annuity
INCEPTION
May 02, 2011
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The GuaranteeShield 3 is a single premium deferred annuity with a market value adjustment. The minimum initial contribution is $10,000 for qualified funds and non-qualified funds. 10% free withdrawal is available after the first policy year. Surrender charges are three years in duration (9%, 8%, 7%)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. Guarantees based on claims paying ability of insurer. Free look period may vary by state. 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 #872
WAIVERS
Waivers
Select all
Waiver #2802
Waiver #2803
Waiver #2804
Waiver #2805
WITHDRAWALS
Withdrawals
Select all
Withdrawal #835
Withdrawal #863
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #828
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #6396
Bonus #6397
Bonus #6398
Bonus #6399
Bonus #6400
Bonus #6401
Bonus #6402
Bonus #6403
Bonus #6404
Bonus #6405
Bonus #6406
Bonus #6407
Bonus #6408
Bonus #6409
Bonus #6410
Bonus #6411
Bonus #6412
Bonus #6413
Bonus #6414
Bonus #6415
Bonus #6416
Bonus #6417
Bonus #6418
Bonus #6419
Bonus #6420
Bonus #6421
Bonus #6422
Bonus #6423
Bonus #6424
Bonus #6425
Bonus #6426
Bonus #6427
Bonus #6428
Bonus #6429
Bonus #6430
Bonus #6431
Bonus #6432
Bonus #6433
Bonus #6434
Bonus #6435
Bonus #6436
Bonus #6437
Bonus #6438
Bonus #6439
Bonus #6440
Bonus #6441
Bonus #6442
Bonus #6443
Bonus #6444
Bonus #6445
Bonus #6446
Bonus #6447
Bonus #6448
Bonus #6449
Bonus #6450
Bonus #6451
Bonus #6452
Bonus #6453
Bonus #6454
Bonus #6455
Bonus #6456
Bonus #6457
Bonus #6458
Bonus #6459
Bonus #6460
Bonus #6461
Bonus #6462
Bonus #6463
Bonus #6464
Bonus #6465
Bonus #6466
Bonus #6467
Bonus #6468
Bonus #6469
Bonus #6470
Bonus #6471
Bonus #6472
Bonus #6473
Bonus #6474
Bonus #6475
Bonus #6476
Bonus #6477
Bonus #6478
Bonus #6479
Bonus #6480
Bonus #6481
Bonus #6482
Bonus #6483
Bonus #6484
Bonus #6485
Bonus #6486
Bonus #6487
Bonus #6488
Bonus #6489
Bonus #6490
Bonus #6491
Bonus #6492
Bonus #6493
Bonus #6494
Bonus #6495
Bonus #6496
Bonus #6497
Features & Benefits
FEATURES
Features
Select all
Return of Annuity Deposit Guarantee
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #829
Investments
SETTLEMENTS
Settlements
Select all
Settlement #830
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
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #828
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #1416
Surrender #1417
Plans & Other
AGE
Age
Select all
Age #836
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #828
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)
→
←
Not available in states
Cancel