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Broker-Dealer
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Variation
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Truist Investment Services
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●
Only Non-qualified funds are permitted for new sales.
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PNC Wealth Management
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●
Only Non-qualified funds are permitted for new sales.
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Cetera Advisors
|
●
Only B Series products are permitted for new sales.
●
The Return of Purchase Payments Death Benefit must be elected for new sales of Qualified contracts.
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Citigroup Global Markets
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●
Certain fund restrictions may apply.
●
The Maximum Issue Age is 65 for contracts without the Return of Purchase Payments Death Benefit.
●
The Maximum Issue Age is 79 if the Return of Purchase Payments Death Benefit is elected.
●
Qualified funds are only permitted for new sales if the Return of Purchase Payments Death Benefit is elected.
●
Only B Series products are permitted for new sales.
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Commonwealth Financial
|
●
The Return of Purchase Payments Death Benefit must be elected for new sales of Qualified contracts.
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Key Investment Services
|
●
Only Non-qualified funds are permitted for new sales.
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LPL
|
●
Only Non-qualified funds are permitted for new sales.
●
The Return of Purchase Payments Death Benefit must be elected for new sales of Qualified contracts.
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|
Broker-Dealer
|
Variation
|
|
LPL-E
|
●
Only Non-qualified funds are permitted for new sales.
●
The Return of Purchase Payments Death Benefit is not permitted.
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M Holdings Securities
|
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Only Non-qualified funds are permitted for new sales.
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Morgan Stanley
|
●
Only Non-qualified funds are permitted for new sales.
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The Maximum Issue Age is 70.
●
The Return of Purchase Payments Death Benefit is not permitted.
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OFG Financial Services
|
●
Only Non-qualified funds are permitted for new sales.
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OneAmerica Securities
|
●
Only Non-qualified funds are permitted for new sales.
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|
Santander
|
●
Only B Series products are permitted for new sales.
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Transamerica
|
●
Only Non-qualified funds are permitted for new sales.
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|
UBS Financial Services
|
●
The Return of Purchase Payments Death Benefit must be elected for new sales of Qualified contracts.
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|
United Brokerage Services
|
●
Only Non-qualified funds are permitted for new sales.
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Voya
|
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Only Non-qualified funds are permitted for new sales.
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