CUSIP Number:
45813X125
CUSIP Name:
MYGA Annuity
Product Policy Type:
Fixed Annuity
Inception Date:
01 Jan 2023
Close Date:
CUSIP Note:
Scrap Book:
The MultiVantage (HALO) is a single premium deferred annuity with a market value adjustment (MVA). The minimum single premium is $20,000 for qualified and non-qualified money. 10% of the accumulation value may be withdrawn in the first contract year. Surrender charges vary by rate term and are waived in the event of annuitization after the second year, death, confinement, or diagnosis of a terminal illness. Advisory Fees under this contract are NOT subject to a cap. In addition, any Adviser Fees withdrawn from this contract would be subject to applicable surrender / withdrawal charges, taxes and pre-59 ½ withdrawal penalties. 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. 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.
Last Modified:
16 Dec 2025 11:57