05/26/2026 | Press release | Distributed by Public on 05/26/2026 05:55
|
Are There
Ongoing Fees
and Expenses?
|
Yes. The table below describes the fees and expenses that you may
pay each year, depending on the Allocation Options you choose.
There is an implicit ongoing fee on the Risk Control Accounts to
the extent that the Cap Rate, Participation Rate, or Dual Step
Rate limit your participation in Index gains, which is not
reflected in the tables below. This means your returns may be
lower than the Index's returns; however, in exchange for
accepting limits on Index gains, you receive some protection
from Index losses through the Floors, Buffers, and Boosts.
Please refer to your Contract Data Page and Rider Data Page for
information about the specific fees you will pay each year based on
the options you have elected. Once your Contract is issued, your
Income Benefit Fee Rate will not change for the life of your Contract.
|
Location in
Prospectus:
Fee Table
Charges and
Adjustments
|
|||
|
Annual Fee
|
Minimum
Charge
|
Maximum
Charge
|
|||
|
Income Benefit Fee Rate(1) (may
vary by Income Benefit rider)
|
1.50%
|
1.50%
|
|||
|
(1) As a percentage of the average daily Income Benefit Base for the
prior Contract Year.
|
|||||
|
Because your Contract is customizable, the choices you make affect
how much you will pay. To help you understand the cost of owning
your Contract, the following table shows the lowest and highest cost
you could pay each year, based on current charges. This estimate
assumes that you do not take withdrawals from the Contract,
which could result in Surrender Charges, negative Interim Value
calculations, and a negative Market Value Adjustment that
substantially increase costs.
|
|||||
|
Lowest Annual Cost: $1,340
|
Highest Annual Cost: $1,340
|
||||
|
Assumes:
•$100,000 investment
•5% annual appreciation
•Least expensive Income Benefit
Rider
•No sales charges
•No transfers or withdrawals
•$0 Interim Value calculation on
Income Benefit Fee deduction
•No Market Value Adjustment
|
Assumes:
•$100,000 investment
•5% annual appreciation
•Most expensive Income Benefit
Rider
•No sales charges
•No transfers or withdrawals
•$0 Interim Value calculation on
Income Benefit Fee deduction
•No Market Value Adjustment
|
||||
|
Income Benefit Fee Rate
(as a percentage of the average daily Income Benefit Base for the prior Contract Year)
|
Current
Charge
|
|
IncomeGrowth Performance Rider
|
1.50%
|
|
IncomeGrowth Protection Rider
|
1.50%
|
|
Percentages for Single Life Income Benefit Payments
|
||||
|
Age on Contract Issue Date
|
IncomeGrowth Protection
|
IncomeGrowth Performance
|
||
|
Base
Withdrawal
Percentage
|
Annual
Increase
Percentage
|
Base
Withdrawal
Percentage
|
Annual
Increase
Percentage
|
|
|
21 - 44
|
3.75%
|
0.20%
|
2.75%
|
0.20%
|
|
45
|
4.75%
|
0.20%
|
3.75%
|
0.20%
|
|
46
|
4.90%
|
0.20%
|
3.90%
|
0.20%
|
|
47
|
5.05%
|
0.20%
|
4.05%
|
0.20%
|
|
48
|
5.20%
|
0.20%
|
4.20%
|
0.20%
|
|
49
|
5.35%
|
0.20%
|
4.35%
|
0.20%
|
|
50
|
5.50%
|
0.20%
|
4.50%
|
0.20%
|
|
51
|
5.65%
|
0.20%
|
4.65%
|
0.20%
|
|
52
|
5.80%
|
0.20%
|
4.80%
|
0.20%
|
|
53
|
5.95%
|
0.20%
|
4.95%
|
0.20%
|
|
54
|
6.10%
|
0.20%
|
5.10%
|
0.20%
|
|
55
|
6.25%
|
0.25%
|
5.25%
|
0.25%
|
|
56
|
6.35%
|
0.25%
|
5.35%
|
0.25%
|
|
57
|
6.45%
|
0.25%
|
5.45%
|
0.25%
|
|
58
|
6.55%
|
0.25%
|
5.55%
|
0.25%
|
|
59
|
6.65%
|
0.25%
|
5.65%
|
0.25%
|
|
60
|
6.75%
|
0.30%
|
5.75%
|
0.30%
|
|
61
|
6.85%
|
0.30%
|
5.85%
|
0.30%
|
|
62
|
6.95%
|
0.30%
|
5.95%
|
0.30%
|
|
63
|
7.05%
|
0.30%
|
6.05%
|
0.30%
|
|
64
|
7.15%
|
0.30%
|
6.15%
|
0.30%
|
|
65
|
7.25%
|
0.35%
|
6.25%
|
0.35%
|
|
66
|
7.35%
|
0.35%
|
6.35%
|
0.35%
|
|
67
|
7.45%
|
0.35%
|
6.45%
|
0.35%
|
|
68
|
7.55%
|
0.35%
|
6.55%
|
0.35%
|
|
69
|
7.65%
|
0.35%
|
6.65%
|
0.35%
|
|
70
|
7.75%
|
0.40%
|
6.75%
|
0.40%
|
|
71
|
7.85%
|
0.40%
|
6.85%
|
0.40%
|
|
72
|
7.95%
|
0.40%
|
6.95%
|
0.40%
|
|
73
|
8.05%
|
0.40%
|
7.05%
|
0.40%
|
|
74
|
8.15%
|
0.40%
|
7.15%
|
0.40%
|
|
75
|
8.25%
|
0.45%
|
7.25%
|
0.45%
|
|
76
|
8.25%
|
0.45%
|
7.25%
|
0.45%
|
|
77
|
8.25%
|
0.45%
|
7.25%
|
0.45%
|
|
78
|
8.25%
|
0.45%
|
7.25%
|
0.45%
|
|
79
|
8.25%
|
0.45%
|
7.25%
|
0.45%
|
|
80+
|
8.25%
|
0.50%
|
7.25%
|
0.50%
|
|
Percentages for Joint Life Income Benefit Payments
|
||||
|
Age on Contract Issue Date*
|
IncomeGrowth Protection
|
IncomeGrowth Performance
|
||
|
Base
Withdrawal
Percentage
|
Annual
Increase
Percentage
|
Base
Withdrawal
Percentage
|
Annual
Increase
Percentage
|
|
|
21 - 44
|
3.00%
|
0.20%
|
2.00%
|
0.20%
|
|
45
|
4.00%
|
0.20%
|
3.00%
|
0.20%
|
|
46
|
4.15%
|
0.20%
|
3.15%
|
0.20%
|
|
47
|
4.30%
|
0.20%
|
3.30%
|
0.20%
|
|
48
|
4.45%
|
0.20%
|
3.45%
|
0.20%
|
|
49
|
4.60%
|
0.20%
|
3.60%
|
0.20%
|
|
50
|
4.75%
|
0.20%
|
3.75%
|
0.20%
|
|
51
|
4.90%
|
0.20%
|
3.90%
|
0.20%
|
|
52
|
5.05%
|
0.20%
|
4.05%
|
0.20%
|
|
53
|
5.20%
|
0.20%
|
4.20%
|
0.20%
|
|
54
|
5.35%
|
0.20%
|
4.35%
|
0.20%
|
|
55
|
5.50%
|
0.25%
|
4.50%
|
0.25%
|
|
56
|
5.60%
|
0.25%
|
4.60%
|
0.25%
|
|
57
|
5.70%
|
0.25%
|
4.70%
|
0.25%
|
|
58
|
5.80%
|
0.25%
|
4.80%
|
0.25%
|
|
59
|
5.90%
|
0.25%
|
4.90%
|
0.25%
|
|
60
|
6.00%
|
0.30%
|
5.00%
|
0.30%
|
|
61
|
6.10%
|
0.30%
|
5.10%
|
0.30%
|
|
62
|
6.20%
|
0.30%
|
5.20%
|
0.30%
|
|
63
|
6.30%
|
0.30%
|
5.30%
|
0.30%
|
|
64
|
6.40%
|
0.30%
|
5.40%
|
0.30%
|
|
65
|
6.50%
|
0.35%
|
5.50%
|
0.35%
|
|
66
|
6.60%
|
0.35%
|
5.60%
|
0.35%
|
|
67
|
6.70%
|
0.35%
|
5.70%
|
0.35%
|
|
68
|
6.80%
|
0.35%
|
5.80%
|
0.35%
|
|
69
|
6.90%
|
0.35%
|
5.90%
|
0.35%
|
|
70
|
7.00%
|
0.40%
|
6.00%
|
0.40%
|
|
71
|
7.10%
|
0.40%
|
6.10%
|
0.40%
|
|
72
|
7.20%
|
0.40%
|
6.20%
|
0.40%
|
|
73
|
7.30%
|
0.40%
|
6.30%
|
0.40%
|
|
74
|
7.40%
|
0.40%
|
6.40%
|
0.40%
|
|
75
|
7.50%
|
0.45%
|
6.50%
|
0.45%
|
|
76
|
7.50%
|
0.45%
|
6.50%
|
0.45%
|
|
77
|
7.50%
|
0.45%
|
6.50%
|
0.45%
|
|
78
|
7.50%
|
0.45%
|
6.50%
|
0.45%
|
|
79
|
7.50%
|
0.45%
|
6.50%
|
0.45%
|
|
80+
|
7.50%
|
0.50%
|
6.50%
|
0.50%
|
|
CONTRACT APPLICATIONS SIGNED
ON OR AFTER SEPTEMBER 30, 2025 AND BEFORE JUNE 8, 2026
|
||||
|
Percentages for Single Life Income Benefit Payments
|
||||
|
Age on Contract Issue Date
|
IncomeGrowth Protection
|
IncomeGrowth Performance
|
||
|
Base Withdrawal
Percentage
|
Annual Increase
Percentage
|
Base Withdrawal
Percentage
|
Annual Increase
Percentage
|
|
|
21 - 44
|
3.50%
|
0.20%
|
2.75%
|
0.20%
|
|
45
|
4.50%
|
0.20%
|
3.75%
|
0.20%
|
|
46
|
4.65%
|
0.20%
|
3.90%
|
0.20%
|
|
47
|
4.80%
|
0.20%
|
4.05%
|
0.20%
|
|
48
|
4.95%
|
0.20%
|
4.20%
|
0.20%
|
|
49
|
5.10%
|
0.20%
|
4.35%
|
0.20%
|
|
50
|
5.25%
|
0.20%
|
4.50%
|
0.20%
|
|
51
|
5.40%
|
0.20%
|
4.65%
|
0.20%
|
|
52
|
5.55%
|
0.20%
|
4.80%
|
0.20%
|
|
53
|
5.70%
|
0.20%
|
4.95%
|
0.20%
|
|
54
|
5.85%
|
0.20%
|
5.10%
|
0.20%
|
|
55
|
6.00%
|
0.25%
|
5.25%
|
0.25%
|
|
56
|
6.10%
|
0.25%
|
5.35%
|
0.25%
|
|
57
|
6.20%
|
0.25%
|
5.45%
|
0.25%
|
|
58
|
6.30%
|
0.25%
|
5.55%
|
0.25%
|
|
59
|
6.40%
|
0.25%
|
5.65%
|
0.25%
|
|
60
|
6.50%
|
0.30%
|
5.75%
|
0.30%
|
|
61
|
6.60%
|
0.30%
|
5.85%
|
0.30%
|
|
62
|
6.70%
|
0.30%
|
5.95%
|
0.30%
|
|
63
|
6.80%
|
0.30%
|
6.05%
|
0.30%
|
|
64
|
6.90%
|
0.30%
|
6.15%
|
0.30%
|
|
65
|
7.00%
|
0.35%
|
6.25%
|
0.35%
|
|
66
|
7.10%
|
0.35%
|
6.35%
|
0.35%
|
|
67
|
7.20%
|
0.35%
|
6.45%
|
0.35%
|
|
68
|
7.30%
|
0.35%
|
6.55%
|
0.35%
|
|
69
|
7.40%
|
0.35%
|
6.65%
|
0.35%
|
|
70
|
7.50%
|
0.40%
|
6.75%
|
0.40%
|
|
71
|
7.60%
|
0.40%
|
6.85%
|
0.40%
|
|
72
|
7.70%
|
0.40%
|
6.95%
|
0.40%
|
|
73
|
7.80%
|
0.40%
|
7.05%
|
0.40%
|
|
74
|
7.90%
|
0.40%
|
7.15%
|
0.40%
|
|
75
|
8.00%
|
0.45%
|
7.25%
|
0.45%
|
|
76
|
8.00%
|
0.45%
|
7.25%
|
0.45%
|
|
77
|
8.00%
|
0.45%
|
7.25%
|
0.45%
|
|
78
|
8.00%
|
0.45%
|
7.25%
|
0.45%
|
|
79
|
8.00%
|
0.45%
|
7.25%
|
0.45%
|
|
80+
|
8.00%
|
0.50%
|
7.25%
|
0.50%
|
|
Percentages for Joint Life Income Benefit Payments
|
||||
|
Age on Contract Issue Date*
|
IncomeGrowth Protection
|
IncomeGrowth Performance
|
||
|
Base Withdrawal
Percentage
|
Annual Increase
Percentage
|
Base Withdrawal
Percentage
|
Annual Increase
Percentage
|
|
|
21 - 44
|
2.75%
|
0.20%
|
2.00%
|
0.20%
|
|
45
|
3.75%
|
0.20%
|
3.00%
|
0.20%
|
|
46
|
3.90%
|
0.20%
|
3.15%
|
0.20%
|
|
47
|
4.05%
|
0.20%
|
3.30%
|
0.20%
|
|
48
|
4.20%
|
0.20%
|
3.45%
|
0.20%
|
|
49
|
4.35%
|
0.20%
|
3.60%
|
0.20%
|
|
50
|
4.50%
|
0.20%
|
3.75%
|
0.20%
|
|
51
|
4.65%
|
0.20%
|
3.90%
|
0.20%
|
|
52
|
4.80%
|
0.20%
|
4.05%
|
0.20%
|
|
53
|
4.95%
|
0.20%
|
4.20%
|
0.20%
|
|
54
|
5.10%
|
0.20%
|
4.35%
|
0.20%
|
|
55
|
5.25%
|
0.25%
|
4.50%
|
0.25%
|
|
56
|
5.35%
|
0.25%
|
4.60%
|
0.25%
|
|
57
|
5.45%
|
0.25%
|
4.70%
|
0.25%
|
|
58
|
5.55%
|
0.25%
|
4.80%
|
0.25%
|
|
59
|
5.65%
|
0.25%
|
4.90%
|
0.25%
|
|
60
|
5.75%
|
0.30%
|
5.00%
|
0.30%
|
|
61
|
5.85%
|
0.30%
|
5.10%
|
0.30%
|
|
62
|
5.95%
|
0.30%
|
5.20%
|
0.30%
|
|
63
|
6.05%
|
0.30%
|
5.30%
|
0.30%
|
|
64
|
6.15%
|
0.30%
|
5.40%
|
0.30%
|
|
65
|
6.25%
|
0.35%
|
5.50%
|
0.35%
|
|
66
|
6.35%
|
0.35%
|
5.60%
|
0.35%
|
|
67
|
6.45%
|
0.35%
|
5.70%
|
0.35%
|
|
68
|
6.55%
|
0.35%
|
5.80%
|
0.35%
|
|
69
|
6.65%
|
0.35%
|
5.90%
|
0.35%
|
|
70
|
6.75%
|
0.40%
|
6.00%
|
0.40%
|
|
71
|
6.85%
|
0.40%
|
6.10%
|
0.40%
|
|
72
|
6.95%
|
0.40%
|
6.20%
|
0.40%
|
|
73
|
7.05%
|
0.40%
|
6.30%
|
0.40%
|
|
74
|
7.15%
|
0.40%
|
6.40%
|
0.40%
|
|
75
|
7.25%
|
0.45%
|
6.50%
|
0.45%
|
|
76
|
7.25%
|
0.45%
|
6.50%
|
0.45%
|
|
77
|
7.25%
|
0.45%
|
6.50%
|
0.45%
|
|
78
|
7.25%
|
0.45%
|
6.50%
|
0.45%
|
|
79
|
7.25%
|
0.45%
|
6.50%
|
0.45%
|
|
80+
|
7.25%
|
0.50%
|
6.50%
|
0.50%
|