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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Athene NY MYG Assure 7 is a single premium deferred annuity. The initial minimum contribution is $5,000 qualified and non-qualified. The Initial Interest Rate for this strategy is set at issue and is guaranteed for one year. There is an annual 10% free withdrawal of accumulated value available during the first contract year. Systematic withdrawal is an option. Surrender charges are seven years in duration and are waived in the event of death, confined to a Qualified Care Facility or diagnosis of a terminal illness. The Initial Minimum Guaranteed Interest Rate is established on the Contract Date and is guaranteed for the Multi-Year Fixed Strategy Term Period. At the end of the Multi-Year Fixed Strategy Term Period, the Minimum Guaranteed Interest rate will be redetermined on each Contract Anniversary and is guaranteed never to be less than 1.00%. Withdrawals taken prior to age 59 1/2 may be subject to IRS penalties and any withdrawals taken during the Surrender Charge Period above the penalty-free amount will be subject to Surrender Charges. This is an annuity contract issued by an insurance company and not securities or bank products protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
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Contribution #882
WAIVERS
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Waiver #2849
Waiver #2850
Waiver #2851
Waiver #2852
WITHDRAWALS
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Withdrawal #844
Transfers & Bonuses
TRANSACTION TRANSFERS
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Transaction #837
SYSTEMATIC TRANSFERS
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No Systematic Transfers available.
BONUSES
Bonuses
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No Bonuses available.
Features & Benefits
FEATURES
Features
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Terminal Illness Benefit
Home Health Care Benefit
Nursing Home Benefit
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #838
Investments
SETTLEMENTS
Settlements
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Settlement #839
FIXED ACCOUNTS
Fixed Accounts
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DBR RIDERS
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Basic Death Benefit
Charges
INITIAL SALES
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Initial Sale #837
M&E CHARGES
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No M&E Charges available.
SURRENDER 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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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Athene NY MYG Assure 7 is a single premium deferred annuity. The initial minimum contribution is $5,000 qualified and non-qualified. The Initial Interest Rate for this strategy is set at issue and is guaranteed for one year. There is an annual 10% free withdrawal of accumulated value available during the first contract year. Systematic withdrawal is an option. Surrender charges are seven years in duration and are waived in the event of death, confined to a Qualified Care Facility or diagnosis of a terminal illness. The Initial Minimum Guaranteed Interest Rate is established on the Contract Date and is guaranteed for the Multi-Year Fixed Strategy Term Period. At the end of the Multi-Year Fixed Strategy Term Period, the Minimum Guaranteed Interest rate will be redetermined on each Contract Anniversary and is guaranteed never to be less than 1.00%. Withdrawals taken prior to age 59 1/2 may be subject to IRS penalties and any withdrawals taken during the Surrender Charge Period above the penalty-free amount will be subject to Surrender Charges. This is an annuity contract issued by an insurance company and not securities or bank products protected by the FDIC.
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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