Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The American Pathway Security Builder 5 Annuity is a single premium deferred fixed annuity.  The minimum premium is $10,000 for qualified funds non-qualified funds.  After 30 days, there is an annual withdrawal of up to 15% available of the last anniversary's account value, cumulative to 20%.  Systematic withdrawals are also an option.  Surrender charges are five years in length (7,7,6,5,3) and are waived in the event of death, entrance into a nursing home or hospital, diagnosis of a terminal illness, or if the owner is unable to perform certain activities of daily living.  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.

Contribution / Waiver / Withdrawal

Contributions

Contribution #901

Waivers

Waiver #2969

Waiver #2970

Waiver #2971

Withdrawals

Transaction Transfers

Transaction #868

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

Account Value Bonus

Features

No Features available for this product.

Combine Benefits

No Combine Benefits available for this product.

Guarantees

Guarantee #855

Settlements

Fixed Accounts

No Fixed Accounts available for this product.

Indexed Accounts

No Indexed Accounts available for this product.

Charge Initial Sales

Initial Sale #853

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #1541

Surrender #1542

Surrender #1543

Advanced Choice Annuity

CUSIP Basic Info

Contribution / Waiver / Withdrawal