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Basic Info
CUSIP NUMBER
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CUSIP NAME
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INCEPTION DATE
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CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The WealthQuest Citadel 7 - Diamond Series is a flexible premium deferred annuity. The minimum initial contribution is $5,000 for non-qualified funds and $2,000 qualified. 10% of the accumulated value is available for withdrawal. Surrender charges are seven years in length and are waived in the event of death, disability, entrance into a nursing home or hospital, or diagnosis of a terminal illness.
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Contribution #882
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Waiver #2849
Waiver #2850
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Waiver #2852
WITHDRAWALS
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Withdrawal #844
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Transaction #837
SYSTEMATIC TRANSFERS
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No Systematic Transfers available.
BONUSES
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Features & Benefits
FEATURES
Features
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Terminal Illness Benefit
Home Health Care Benefit
Nursing Home Benefit
COMBINE BENEFITS
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No Combine Benefits available.
GUARANTEES
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Guarantee #838
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Settlement #839
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Basic Death Benefit
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INITIAL SALES
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Initial Sale #837
M&E CHARGES
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Surrender #1451
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Age #847
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Charge #837
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GROUP
Oxford Life
COMPANY
Oxford Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Apr 09, 2012
‹
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Financial
CUSIP
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Allocation Model
Investment Requirement
›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The WealthQuest Citadel 7 - Diamond Series is a flexible premium deferred annuity. The minimum initial contribution is $5,000 for non-qualified funds and $2,000 qualified. 10% of the accumulated value is available for withdrawal. Surrender charges are seven years in length and are waived in the event of death, disability, entrance into a nursing home or hospital, or diagnosis of a terminal illness.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #882
WAIVERS
Waivers
Select all
Waiver #2849
Waiver #2850
Waiver #2851
Waiver #2852
WITHDRAWALS
Withdrawals
Select all
Withdrawal #844
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #837
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
Terminal Illness Benefit
Home Health Care Benefit
Nursing Home Benefit
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #838
Investments
SETTLEMENTS
Settlements
Select all
Settlement #839
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 #837
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #1451
Plans & Other
AGE
Age
Select all
Age #847
PRODUCT PLANS
Product Plans
Select all
IRA
IRA Rollover
IRA Transfer
Non-Qualified
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #837
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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Not available in states
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