Overture Medley
| Introduction | |
|---|---|
| Type of Product | |
| Product Name | Overture Medley |
| Offered by | Acacia Life |
| Company Info | With national headquarters ... read more |
| Contract and Purchasing | |
|---|---|
| Minimum Premium Payment | 25000 |
| Maximum Premium Payment | 2000000 |
| Minimum Additional Premium Payment | 1000 |
| Investments | |
|---|---|
| Ability to Select Asset Allocation | Yes |
| Total Number of Investment Options | 49 [Find annuities with more investment options] |
| Fixed Account | |
|---|---|
| Minimum Fixed Account Rate Guarantee | 1% [Find annuities with higher fixed account minimum rate guarantees] |
| Features and Benefits | |
|---|---|
| Free Withdrawals | Yes |
| Guaranteed Death Benefit | Available |
| Are Telephone Transactions Allowed | Yes |
| Fees and Expenses | |
|---|---|
| Maximum Total Fees and Expenses | 2.56% [Find annuities with lower fees and expenses] |
| Maximum Mortality and Expense Risk Charge "M&E Fee" | 0.75% [Find annuities with lower mortality and expense fees] |
| Administrative Fee | $40.00 [Find annuities with lower administrative fees] |
| Contract Maintenance Fee | 0.2% [Find annuities with lower contract maintenance fees] |
| Early Withdrawal Charges / Surrender Fees |
Year 1:
8.00% Year 2: 8.00% Year 3: 8.00% Year 4: 7.00% Year 5: 7.00% Year 6: 6.00% Year 7: 5.00% Year 8: 4.00% Year 9: 2.00% Year 10: 0.00% [Find annuities with lower surrender fees] |
| Minimum Investment Management Fee | 0.38% [Find annuities with lower investment management fees] |
| Maximum Investment Management Fee | 1.61% [Find annuities with lower investment management fees] |
| Sales Compensation | |
|---|---|
| Maximum Commissions | 7.5% [Find annuities with lower commissions] [Find annuities with higher commissions] |
| Contact Information | |
|---|---|
| Company Offering | Acacia Life |
| Company Type | Insurance Company |
| Phone Number | 800-444-1889 |
| Website | www.unificompanies.com |
| Talk to a Financial Advisor | |
|---|---|
| Contact Information | Request Access |
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