| Company & Annuity |
Fees (Management Fees Vary with Portfolio) |
Surrender Period |
Death Benefit Available? |
Living Benefit Available? |
To Order a Free Information Kit |
ONcore Wrap |
M&E: 0.65%
Annual Service Fee $30 (waived if contract value is at least $50K) |
None |
Yes |
Yes |
 |
Advisors Choice 2000 |
M&E: 0.65%
Contract Fee: lesser of $35 or 2% of account value, waived over $50k. |
None |
Yes |
Yes |
|
Personal Retirement Annuity |
MEA: 0.35% |
None |
No |
No |
|
Pacific Odyssey |
MEA: 0.40% |
None |
Yes |
Yes |
|
Monumental Life Insurance Company Advisor's Edge Details Neither AFSG Securities Corporation nor its affiliates, including Transamerica Life Insurance Company, sponsors or is in any way affiliated with Annuity FYI or Burgess Wever. |
MEA:
Return of Policy Value Death Benefit: 0.55%
Return of Premium Death Benefit: 0.60%
Annual Step Up: 0.75%
Annual Service Fee $30 (waived if premium less withdrawals
or policy value is at least $50K) |
None |
Yes |
Yes |
|
Vanguard Variable Annuity
Details Neither AFSG Securities Corporation nor its affiliates, including Transamerica Life Insurance Company, sponsors or is in any way affiliated with Annuity FYI or Burgess Wever. |
MEA:
Accumulated Value: 0.295%
Return
of Premium: 0.345%
Annual Step-Up: 0.415%
$25 Annual Contract Maintenance Fee (waived if
Accumulated Value is $25,000 or more) |
None |
Yes |
No |
|
Monument Advisor |
$20 per month regardless of premium |
None |
Yes |
No |
|
