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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The SPDA 7 is a single premium deferred fixed annuity. The minimum premium is $5,000 for qualified and non-qualified funds. After the first year, the owner may take multiple free withdrawals annually not exceeding a total of 10% of previous anniversary contract value. Systematic withdrawals are also an option. Surrender charges are seven years in length (9,8,7,6,5,4,3,2) and are waived in the event of annuitization, death, extended care or diagnosis of a terminal illness. There is an optional return of principal rider which, after the second contract anniversary, guarantees the greater of the single premium paid, less prior net withdrawals, the contract value minus any applicable withdrawal charges or the minimum withdrawal value. 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. Early surrender charges may also apply. 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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #651
WAIVERS
Waivers
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Waiver #1958
Waiver #1959
Waiver #1960
Waiver #1961
WITHDRAWALS
Withdrawals
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Withdrawal #632
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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Transaction #629
SYSTEMATIC TRANSFERS
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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Accelerated Benefit Rider
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #635
Investments
SETTLEMENTS
Settlements
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Settlement #627
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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Basic Death Benefit
EarningsMax
Charges
INITIAL SALES
Initial Sales
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Initial Sale #634
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #971
Plans & Other
AGE
Age
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Age #632
PRODUCT PLANS
Product Plans
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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
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Charge #629
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
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California (CA)
Colorado (CO)
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GROUP
Jackson National
COMPANY
Jackson National Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
May 11, 2006
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The SPDA 7 is a single premium deferred fixed annuity. The minimum premium is $5,000 for qualified and non-qualified funds. After the first year, the owner may take multiple free withdrawals annually not exceeding a total of 10% of previous anniversary contract value. Systematic withdrawals are also an option. Surrender charges are seven years in length (9,8,7,6,5,4,3,2) and are waived in the event of annuitization, death, extended care or diagnosis of a terminal illness. There is an optional return of principal rider which, after the second contract anniversary, guarantees the greater of the single premium paid, less prior net withdrawals, the contract value minus any applicable withdrawal charges or the minimum withdrawal value. 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. Early surrender charges may also apply. 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.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #651
WAIVERS
Waivers
Select all
Waiver #1958
Waiver #1959
Waiver #1960
Waiver #1961
WITHDRAWALS
Withdrawals
Select all
Withdrawal #632
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #629
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
Accelerated Benefit Rider
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #635
Investments
SETTLEMENTS
Settlements
Select all
Settlement #627
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
EarningsMax
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #634
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #971
Plans & Other
AGE
Age
Select all
Age #632
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 #629
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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