06/05/2026 | Press release | Distributed by Public on 06/05/2026 08:06
|
Broker-Dealer
|
Variation
|
|
Charles Schwab
|
●
The Tiered Participation Rate Index Strategy is not available.
●
The Step Rate Plus Index Strategy is not available.
●
The Variable Options are not available.
|
|
Citigroup Global Markets
|
●
The AB 500 Plus Index is not available.
●
The Dimensional International Equity Focus Index is not available.
●
The Enhanced Cap Rate Index Strategy is not available.
|
|
Hantz Financial Services
|
●
The AB 500 Plus Index is not available.
●
The Dimensional International Equity Focus Index is not available.
●
The Enhanced Cap Rate Index Strategy is not available.
|
|
Janney Montgomery Scott
|
●
The Enhanced Cap Rate Index Strategy is not available.
|
|
J.P. Morgan
|
●
The permitted issue ages are 0-80.
|
|
Key Investment Services
|
●
The AB 500 Plus Index is not available.
●
The Dimensional International Equity Focus Index is not available.
●
The Index Strategies with a 30% Buffer are not available.
|
|
Broker-Dealer
|
Variation
|
|
Merrill Lynch
|
●
The AB 500 Plus Index is not available.
●
The Dimensional International Equity Focus Index is not available.
●
The Enhanced Cap Rate Index Strategy is not available.
●
The Step Rate Plus Index Strategy is not available.
●
Inherited IRA's are not permitted.
|
|
Morgan Stanley
|
●
Maximum Issue Age is 75.
●
The Enhanced Cap Rate Index Strategy is not available.
|
|
PNC Wealth Management
|
●
The AB 500 Plus Index is not available.
●
The Dimensional International Equity Focus Index is not available.
●
The Enhanced Cap Rate Index Strategy is not available.
●
The permitted issue ages are 40-75.
|
|
Raymond James
|
●
The AB 500 Plus Index is not available.
●
The Dimensional International Equity Focus Index is not available.
●
The Enhanced Cap Rate Index Strategy is not available.
|
|
Trust Investment Services
|
●
The AB 500 Plus Index is not available.
●
The Dimensional International Equity Focus Index is not available.
●
The Enhanced Cap Rate Index Strategy is not available.
|
|
Wells Fargo
|
●
The Step Rate Plus Index Strategy is not available.
●
The Dimensional International Equity Focus Index is not available.
●
The Enhanced Cap Rate Index Strategy is not available.
●
The 3-year Index Terms are not available.
●
The 6-year Index Terms with a 30% Buffer are not available.
●
The Dual Directional Index Strategies with 10% Buffer are not available.
●
You may only allocate 50% of your Account Value into the 100% Buffer options.
|