Death Claims |
P.O. Box 4330
Clinton, IA 52733-4330
Fax: (877) 245-8163 |
Annuity Payments/Income |
|
• Requests to receive regular income payments (referred to as Annuity Payments) |
P.O. Box 4365 Clinton, IA 52733-4365 Telephone: (800) 882-1292 Fax: (877) 246-8424 |
• Death Claims for Contracts receiving Annuity Payments |
P.O. Box 4364 Clinton, IA 52733-4364 Telephone: (800) 882-1292 Fax: (877) 245-8163 |
• General requests and elections for Contracts receiving Annuity Payments |
P.O. Box 4363
Clinton, IA 52733-4363
Telephone: (800) 882-1292
Fax: (877) 246-8424 |
P.O. Box 4301 Clinton, IA 52733-4301 Telephone: (888) 243-1932 Fax: (877) 246-8424 |
|
Minimum |
Maximum |
Total Annual Investment Portfolio Operating Expenses |
|
|
(expenses that are deducted from Investment Portfolio assets, including
management fees, distribution and/or service (12b-1) fees, and other
expenses) |
0.53% |
4.52% |
Investment Portfolio |
Management Fee |
Distribution and/or Service (12b-1) Fees |
Other Expenses |
Acquired Fund Fees and
Expenses |
Total Annual Operating Expenses |
Fee Waiver and/or Expense Reimbursement |
Net Total
Annual Operating
Expenses |
BlackRock Variable Series Funds, Inc. |
|
|
|
|
|
|
|
BlackRock Global Allocation V.I. Fund |
0.65% |
0.25% |
0.22% |
0.02% |
1.14% |
0.12% |
1.02% |
Brighthouse Funds Trust I |
|
|
|
|
|
|
|
AB Global Dynamic Allocation Portfolio |
0.62% |
0.25% |
0.04% |
— |
0.91% |
0.01% |
0.90% |
AB International Bond Portfolio |
0.52% |
0.25% |
0.11% |
— |
0.88% |
— |
0.88% |
Allspring Mid Cap Value Portfolio |
0.73% |
0.25% |
0.07% |
— |
1.05% |
0.07% |
0.98% |
American Funds® Balanced Allocation Portfolio |
0.06% |
0.55% |
0.01% |
0.34% |
0.96% |
— |
0.96% |
American Funds® Growth Allocation Portfolio |
0.06% |
0.55% |
0.01% |
0.37% |
0.99% |
— |
0.99% |
American Funds® Growth Portfolio |
0.31% |
0.55% |
0.06% |
— |
0.92% |
— |
0.92% |
American Funds® Moderate Allocation Portfolio |
0.07% |
0.55% |
0.01% |
0.31% |
0.94% |
— |
0.94% |
BlackRock Global Tactical Strategies Portfolio |
0.66% |
0.25% |
0.02% |
0.07% |
1.00% |
0.07% |
0.93% |
BlackRock High Yield Portfolio |
0.60% |
0.25% |
0.07% |
— |
0.92% |
0.02% |
0.90% |
Brighthouse Asset Allocation 100 Portfolio |
0.07% |
0.25% |
0.02% |
0.65% |
0.99% |
— |
0.99% |
Brighthouse Balanced Plus Portfolio |
0.24% |
0.25% |
0.06% |
0.42% |
0.97% |
— |
0.97% |
Brighthouse Small Cap Value Portfolio |
0.75% |
0.25% |
0.04% |
0.09% |
1.13% |
0.01% |
1.12% |
Brighthouse/abrdn Emerging Markets Equity Portfolio |
0.95% |
0.25% |
0.10% |
0.01% |
1.31% |
0.10% |
1.21% |
Brighthouse/Eaton Vance Floating Rate Portfolio |
0.60% |
0.25% |
0.10% |
— |
0.95% |
— |
0.95% |
Brighthouse/Franklin Low Duration Total Return Portfolio |
0.50% |
0.25% |
0.07% |
— |
0.82% |
0.09% |
0.73% |
CBRE Global Real Estate Portfolio |
0.64% |
0.25% |
0.05% |
— |
0.94% |
0.04% |
0.90% |
Harris Oakmark International Portfolio |
0.77% |
0.25% |
0.05% |
— |
1.07% |
0.09% |
0.98% |
Invesco Balanced-Risk Allocation Portfolio |
0.64% |
0.25% |
0.05% |
0.01% |
0.95% |
0.01% |
0.94% |
Invesco Comstock Portfolio |
0.58% |
0.25% |
0.02% |
— |
0.85% |
0.04% |
0.81% |
Invesco Global Equity Portfolio |
0.67% |
0.25% |
0.04% |
— |
0.96% |
0.13% |
0.83% |
Invesco Small Cap Growth Portfolio |
0.86% |
0.25% |
0.03% |
— |
1.14% |
0.08% |
1.06% |
JPMorgan Core Bond Portfolio |
0.55% |
0.25% |
0.04% |
— |
0.84% |
0.14% |
0.70% |
JPMorgan Global Active Allocation Portfolio |
0.73% |
0.25% |
0.06% |
0.01% |
1.05% |
0.07% |
0.98% |
Loomis Sayles Global Allocation Portfolio |
0.70% |
0.25% |
0.11% |
— |
1.06% |
0.02% |
1.04% |
Investment Portfolio |
Management Fee |
Distribution and/or Service (12b-1) Fees |
Other Expenses |
Acquired Fund Fees and
Expenses |
Total Annual Operating Expenses |
Fee Waiver and/or Expense Reimbursement |
Net Total
Annual Operating
Expenses |
Loomis Sayles Growth Portfolio |
0.56% |
0.25% |
0.02% |
— |
0.83% |
0.03% |
0.80% |
MetLife Multi-Index Targeted Risk Portfolio |
0.17% |
0.25% |
0.02% |
0.22% |
0.66% |
— |
0.66% |
MFS® Research International Portfolio |
0.71% |
0.25% |
0.05% |
— |
1.01% |
0.11% |
0.90% |
PanAgora Global Diversified Risk Portfolio |
0.62% |
0.25% |
0.04% |
0.08% |
0.99% |
0.01% |
0.98% |
PIMCO Inflation Protected Bond Portfolio |
0.48% |
0.25% |
0.20% |
— |
0.93% |
— |
0.93% |
PIMCO Total Return Portfolio |
0.48% |
0.25% |
0.09% |
— |
0.82% |
0.02% |
0.80% |
Schroders Global Multi-Asset Portfolio |
0.64% |
0.25% |
0.07% |
0.01% |
0.97% |
0.02% |
0.95% |
SSGA Emerging Markets Enhanced Index Portfolio |
0.53% |
0.25% |
0.20% |
— |
0.98% |
— |
0.98% |
SSGA Growth and Income ETF Portfolio |
0.31% |
0.25% |
0.02% |
0.19% |
0.77% |
— |
0.77% |
SSGA Growth ETF Portfolio |
0.32% |
0.25% |
0.04% |
0.19% |
0.80% |
— |
0.80% |
T. Rowe Price Large Cap Value Portfolio |
0.57% |
0.25% |
0.02% |
— |
0.84% |
0.06% |
0.78% |
T. Rowe Price Mid Cap Growth Portfolio |
0.75% |
0.25% |
0.03% |
— |
1.03% |
0.08% |
0.95% |
Victory Sycamore Mid Cap Value Portfolio |
0.65% |
0.25% |
0.04% |
— |
0.94% |
0.09% |
0.85% |
Western Asset Management Government Income Portfolio |
0.44% |
0.25% |
0.07% |
— |
0.76% |
0.04% |
0.72% |
Brighthouse Funds Trust II |
|
|
|
|
|
|
|
Baillie Gifford International Stock Portfolio |
0.80% |
0.25% |
0.06% |
— |
1.11% |
0.11% |
1.00% |
BlackRock Bond Income Portfolio |
0.35% |
0.25% |
0.05% |
— |
0.65% |
0.01% |
0.64% |
BlackRock Capital Appreciation Portfolio |
0.70% |
0.25% |
0.03% |
— |
0.98% |
0.16% |
0.82% |
BlackRock Ultra-Short Term Bond Portfolio |
0.35% |
0.25% |
0.04% |
— |
0.64% |
0.03% |
0.61% |
Brighthouse Asset Allocation 20 Portfolio |
0.10% |
0.25% |
0.05% |
0.54% |
0.94% |
0.05% |
0.89% |
Brighthouse Asset Allocation 40 Portfolio |
0.06% |
0.25% |
0.01% |
0.57% |
0.89% |
— |
0.89% |
Brighthouse Asset Allocation 60 Portfolio |
0.05% |
0.25% |
0.01% |
0.60% |
0.91% |
— |
0.91% |
Brighthouse Asset Allocation 80 Portfolio |
0.05% |
0.25% |
0.01% |
0.63% |
0.94% |
— |
0.94% |
Brighthouse/Artisan Mid Cap Value Portfolio |
0.82% |
0.25% |
0.04% |
— |
1.11% |
0.09% |
1.02% |
Brighthouse/Dimensional International Small Company Portfolio |
0.81% |
0.25% |
0.15% |
— |
1.21% |
0.16% |
1.05% |
Brighthouse/Wellington Core Equity Opportunities Portfolio |
0.72% |
0.25% |
0.01% |
— |
0.98% |
0.12% |
0.86% |
Frontier Mid Cap Growth Portfolio |
0.72% |
0.25% |
0.04% |
— |
1.01% |
0.05% |
0.96% |
Jennison Growth Portfolio |
0.60% |
0.25% |
0.03% |
— |
0.88% |
0.08% |
0.80% |
MetLife Aggregate Bond Index Portfolio |
0.25% |
0.30% |
0.03% |
— |
0.58% |
— |
0.58% |
MetLife Mid Cap Stock Index Portfolio |
0.25% |
0.30% |
0.05% |
0.01% |
0.61% |
— |
0.61% |
MetLife MSCI EAFE® Index Portfolio |
0.30% |
0.30% |
0.08% |
0.01% |
0.69% |
— |
0.69% |
MetLife Russell 2000® Index Portfolio |
0.25% |
0.30% |
0.06% |
0.01% |
0.62% |
— |
0.62% |
MetLife Stock Index Portfolio |
0.25% |
0.25% |
0.03% |
— |
0.53% |
0.02% |
0.51% |
MFS® Value Portfolio |
0.62% |
0.25% |
0.02% |
— |
0.89% |
0.06% |
0.83% |
Neuberger Berman Genesis Portfolio |
0.83% |
0.25% |
0.04% |
— |
1.12% |
0.07% |
1.05% |
T. Rowe Price Large Cap Growth Portfolio |
0.60% |
0.25% |
0.03% |
— |
0.88% |
0.06% |
0.82% |
Western Asset Management Strategic Bond Opportunities Portfolio |
0.57% |
0.25% |
0.04% |
— |
0.86% |
0.05% |
0.81% |
Investment Portfolio |
Management Fee |
Distribution and/or Service (12b-1) Fees |
Other Expenses |
Acquired Fund Fees and
Expenses |
Total Annual Operating Expenses |
Fee Waiver and/or Expense Reimbursement |
Net Total
Annual Operating
Expenses |
Western Asset Management U.S. Government Portfolio |
0.48% |
0.25% |
0.04% |
— |
0.77% |
0.02% |
0.75% |
Janus Aspen Series |
|
|
|
|
|
|
|
Janus Henderson Global Sustainable Equity Portfolio |
0.75% |
0.25% |
3.52% |
— |
4.52% |
3.40% |
1.12% |
Investment Portfolio |
Investment Objective |
Investment Adviser/Subadviser |
BlackRock Variable Series Funds, Inc. (Class III) |
|
|
BlackRock Global Allocation V.I. Fund |
Seeks high total investment return. |
BlackRock Advisors, LLC Subadviser: BlackRock (Singapore) Limited |
Brighthouse Funds Trust I
|
|
|
AB Global Dynamic Allocation Portfolio (Class B)* |
Seeks capital appreciation and current income. |
Brighthouse Investment Advisers, LLC Subadviser: AllianceBernstein L.P. |
AB International Bond Portfolio (Class B) |
Seeks to maximize total return. |
Brighthouse Investment Advisers, LLC Subadviser: AllianceBernstein L.P. |
Allspring Mid Cap Value Portfolio (Class B) |
Seeks long-term capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: Allspring Global Investments, LLC |
American Funds® Balanced Allocation Portfolio (Class C) |
Seeks a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital. |
Brighthouse Investment Advisers, LLC |
American Funds® Growth Allocation Portfolio (Class C) |
Seeks growth of capital. |
Brighthouse Investment Advisers, LLC |
American Funds® Growth Portfolio (Class C) |
Seeks to achieve growth of capital. |
Brighthouse Investment Advisers, LLC; Capital Research and Management CompanySM |
American Funds® Moderate Allocation Portfolio (Class C) |
Seeks a high total return in the form of income and growth of capital, with a greater emphasis on income. |
Brighthouse Investment Advisers, LLC |
BlackRock Global Tactical Strategies Portfolio (Class B)* |
Seeks capital appreciation and current income. |
Brighthouse Investment Advisers, LLC Subadviser: BlackRock Financial Management, Inc. |
BlackRock High Yield Portfolio (Class B) |
Seeks to maximize total return, consistent with income generation and prudent investment management. |
Brighthouse Investment Advisers, LLC Subadviser: BlackRock Financial Management, Inc. |
Brighthouse Asset Allocation 100 Portfolio (Class B) |
Seeks growth of capital. |
Brighthouse Investment Advisers, LLC |
Brighthouse Balanced Plus Portfolio (Class B)* |
Seeks a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: Overlay Portion: Pacific Investment Management Company LLC |
Brighthouse Small Cap Value Portfolio (Class B) |
Seeks long-term capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: Delaware Investments Fund Advisers, a series of Macquarie Investment Management Business Trust, and Allspring Global Investments, LLC |
Brighthouse/abrdn Emerging Markets Equity Portfolio (Class B) |
Seeks capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: abrdn Investments Limited |
Brighthouse/Eaton Vance Floating Rate Portfolio (Class B) |
Seeks a high level of current income. |
Brighthouse Investment Advisers, LLC Subadviser: Eaton Vance Management |
Brighthouse/Franklin Low Duration Total Return Portfolio (Class B) |
Seeks a high level of current income, while seeking preservation of shareholders’ capital. |
Brighthouse Investment Advisers, LLC Subadviser: Franklin Advisers, Inc. |
CBRE Global Real Estate Portfolio (Class B) |
Seeks total return through investment in real estate securities, emphasizing both capital appreciation and current income. |
Brighthouse Investment Advisers, LLC Subadviser: CBRE Investment Management Listed Real Assets LLC |
Harris Oakmark International Portfolio (Class B) |
Seeks long-term capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: Harris Associates L.P. |
Invesco Balanced-Risk Allocation Portfolio (Class B)* |
Seeks total return. |
Brighthouse Investment Advisers, LLC Subadviser: Invesco Advisers, Inc. |
Investment Portfolio |
Investment Objective |
Investment Adviser/Subadviser |
Invesco Comstock Portfolio (Class B) |
Seeks capital growth and income. |
Brighthouse Investment Advisers, LLC Subadviser: Invesco Advisers, Inc. |
Invesco Global Equity Portfolio (Class B) |
Seeks capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: Invesco Advisers, Inc. |
Invesco Small Cap Growth Portfolio (Class B) |
Seeks long-term growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: Invesco Advisers, Inc. |
JPMorgan Core Bond Portfolio (Class B) |
Seeks to maximize total return. |
Brighthouse Investment Advisers, LLC Subadviser: J.P. Morgan Investment Management Inc. |
JPMorgan Global Active Allocation Portfolio (Class B)* |
Seeks capital appreciation and current income. |
Brighthouse Investment Advisers, LLC Subadviser: J.P. Morgan Investment Management Inc. |
Loomis Sayles Global Allocation Portfolio (Class B) |
Seeks high total investment return through a combination of capital appreciation and income. |
Brighthouse Investment Advisers, LLC Subadviser: Loomis, Sayles & Company, L.P. |
Loomis Sayles Growth Portfolio (Class B) |
Seeks long-term growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: Loomis, Sayles & Company, L.P. |
MetLife Multi-Index Targeted Risk Portfolio (Class B)* |
Seeks a balance between growth of capital and current income, with a greater emphasis on growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: Overlay Portion: MetLife Investment Management, LLC |
MFS® Research International Portfolio (Class B) |
Seeks capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: Massachusetts Financial Services Company |
PanAgora Global Diversified Risk Portfolio (Class B)* |
Seeks total return. |
Brighthouse Investment Advisers, LLC Subadviser: PanAgora Asset Management, Inc. |
PIMCO Inflation Protected Bond Portfolio (Class B) |
Seeks maximum real return, consistent with preservation of capital and prudent investment management. |
Brighthouse Investment Advisers, LLC Subadviser: Pacific Investment Management Company LLC |
PIMCO Total Return Portfolio (Class B) |
Seeks maximum total return, consistent with the preservation of capital and prudent investment management. |
Brighthouse Investment Advisers, LLC Subadviser: Pacific Investment Management Company LLC |
Schroders Global Multi-Asset Portfolio (Class B)* |
Seeks capital appreciation and current income. |
Brighthouse Investment Advisers, LLC Subadviser: Schroder Investment Management North America Inc. |
SSGA Emerging Markets Enhanced Index Portfolio (Class B) |
Seeks to provide total return, primarily through capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: SSGA Funds Management, Inc |
SSGA Growth and Income ETF Portfolio (Class B) |
Seeks growth of capital and income. |
Brighthouse Investment Advisers, LLC Subadviser: SSGA Funds Management, Inc. |
SSGA Growth ETF Portfolio (Class B) |
Seeks growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: SSGA Funds Management, Inc. |
T. Rowe Price Large Cap Value Portfolio (Class B) |
Seeks long-term capital appreciation by investing in common stocks believed to be undervalued. Income is a secondary objective. |
Brighthouse Investment Advisers, LLC Subadviser: T. Rowe Price Associates, Inc. |
T. Rowe Price Mid Cap Growth Portfolio (Class B) |
Seeks long-term growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: T. Rowe Price Associates, Inc. Sub-Subadviser: T. Rowe Price Investment Management, Inc. |
Victory Sycamore Mid Cap Value Portfolio (Class B) |
Seeks high total return by investing in equity securities of mid-sized companies. |
Brighthouse Investment Advisers, LLC Subadviser: Victory Capital Management Inc. |
Western Asset Management Government Income Portfolio (Class B)* |
Seeks a high level of current income, consistent with preservation of principal. |
Brighthouse Investment Advisers, LLC Subadviser: Western Asset Management Company LLC |
Brighthouse Funds Trust II |
|
|
Baillie Gifford International Stock Portfolio (Class B) |
Seeks long-term growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: Baillie Gifford Overseas Limited |
BlackRock Bond Income Portfolio (Class B) |
Seeks a competitive total return primarily from investing in fixed-income securities. |
Brighthouse Investment Advisers, LLC Subadviser: BlackRock Advisors, LLC |
BlackRock Capital Appreciation Portfolio (Class B) |
Seeks long-term growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: BlackRock Advisors, LLC |
Investment Portfolio |
Investment Objective |
Investment Adviser/Subadviser |
BlackRock Ultra-Short Term Bond Portfolio (Class B) |
Seeks a high level of current income consistent with prudent investment risk and preservation of capital. |
Brighthouse Investment Advisers, LLC Subadviser: BlackRock Advisors, LLC |
Brighthouse Asset Allocation 20 Portfolio (Class B) |
Seeks a high level of current income, with growth of capital as a secondary objective. |
Brighthouse Investment Advisers, LLC |
Brighthouse Asset Allocation 40 Portfolio (Class B) |
Seeks high total return in the form of income and growth of capital, with a greater emphasis on income. |
Brighthouse Investment Advisers, LLC |
Brighthouse Asset Allocation 60 Portfolio (Class B) |
Seeks a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital. |
Brighthouse Investment Advisers, LLC |
Brighthouse Asset Allocation 80 Portfolio (Class B) |
Seeks growth of capital. |
Brighthouse Investment Advisers, LLC |
Brighthouse/Artisan Mid Cap Value Portfolio (Class B) |
Seeks long-term capital growth. |
Brighthouse Investment Advisers, LLC Subadviser: Artisan Partners Limited Partnership |
Brighthouse/Dimensional International Small Company Portfolio (Class B) |
Seeks long-term capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: Dimensional Fund Advisors LP |
Brighthouse/Wellington Core Equity Opportunities Portfolio (Class B) |
Seeks to provide a growing stream of income over time and, secondarily, long-term capital appreciation and current income. |
Brighthouse Investment Advisers, LLC Subadviser: Wellington Management Company LLP |
Frontier Mid Cap Growth Portfolio (Class B) |
Seeks maximum capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: Frontier Capital Management Company, LLC |
Jennison Growth Portfolio (Class B) |
Seeks long-term growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: Jennison Associates LLC |
MetLife Aggregate Bond Index Portfolio (Class G)* |
Seeks to track the performance of the Bloomberg U.S. Aggregate Bond Index. |
Brighthouse Investment Advisers, LLC Subadviser: MetLife Investment Management, LLC |
MetLife Mid Cap Stock Index Portfolio (Class G) |
Seeks to track the performance of the Standard & Poor’s MidCap
400® Composite
Stock Price Index. |
Brighthouse Investment Advisers, LLC Subadviser: MetLife Investment Management, LLC |
MetLife MSCI EAFE® Index Portfolio (Class G) |
Seeks to track the performance of the MSCI EAFE® Index. |
Brighthouse Investment Advisers, LLC Subadviser: MetLife Investment Management, LLC |
MetLife Russell 2000® Index Portfolio (Class G) |
Seeks to track the performance of the Russell 2000® Index. |
Brighthouse Investment Advisers, LLC Subadviser: MetLife Investment Management, LLC |
MetLife Stock Index Portfolio (Class B) |
Seeks to track the performance of the Standard & Poor’s
500® Composite Stock
Price Index. |
Brighthouse Investment Advisers, LLC Subadviser: MetLife Investment Management, LLC |
MFS® Value Portfolio (Class B) |
Seeks capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: Massachusetts Financial Services Company |
Neuberger Berman Genesis Portfolio (Class B) |
Seeks high total return, consisting principally of capital appreciation. |
Brighthouse Investment Advisers, LLC Subadviser: Neuberger Berman Investment Advisers LLC |
T. Rowe Price Large Cap Growth Portfolio (Class B) |
Seeks long-term growth of capital. |
Brighthouse Investment Advisers, LLC Subadviser: T. Rowe Price Associates, Inc. |
Western Asset Management Strategic Bond Opportunities Portfolio (Class B) |
Seeks to maximize total return consistent with preservation of capital. |
Brighthouse Investment Advisers, LLC Subadviser: Western Asset Management Company LLC |
Western Asset Management U.S. Government Portfolio (Class B) |
Seeks to maximize total return consistent with preservation of capital and maintenance of liquidity. |
Brighthouse Investment Advisers, LLC Subadviser: Western Asset Management Company LLC |
Janus Aspen Series (Service Shares) |
|
|
Janus Henderson Global Sustainable Equity Portfolio |
Seeks long-term growth of capital. |
Janus Henderson Investors US LLC |