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% |
0.96% |
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 |
Brighthouse Funds Trust I |
|
|
|
|
|
|
|
American Funds® Balanced Allocation Portfolio |
0.06% |
0.55% |
0.01% |
0.34% |
0.96% |
— |
0.96% |
American Funds® Moderate Allocation Portfolio |
0.07% |
0.55% |
0.01% |
0.31% |
0.94% |
— |
0.94% |
Brighthouse Funds Trust II |
|
|
|
|
|
|
|
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% |
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% |
Investment Portfolio |
Investment Objective |
Investment Adviser/Subadviser |
Brighthouse Funds Trust I — Class C |
|
|
American Funds® Balanced Allocation Portfolio† |
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® Moderate Allocation Portfolio† |
Seeks a high total return in the form of income and growth of capital, with a greater emphasis on income. |
Brighthouse Investment Advisers, LLC |
Brighthouse Funds Trust II |
|
|
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 |
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 |