ROLLING TARGETS

ROLLING TARGETS
Carrier
American General
American National
Aviva
AXA
Genworth
ING
John Hancock
Lincoln Financial
Nationwide
North American
Protective
Prudential
Transamerica
Product
Choice Index GUL; Secure Lifetime GUL II; Secure Survivor GUL II;
Elite Index UL; Elite Survivor Index UL; Elite Global Plus II
Executive UL; Indexed UL
All Permanent Products
Athena IUL 153; BrightLife Protect; BrightLife Grow
GenGuard UL; Asset Builder IUL; Foundation Builder IUL
Eligibility Period
Notes
2 years
Non-NY only
Unlimited
Unlimited
2 years
Unlimited
2 years
9 years
-Non-NY only
Non-NY only
-Policies issued without Waiver of Surrender
Charge rider or with Waiver of Surrender Charge
rider (Heaped Option)
Non-NY only
--
5 years
--
2 years
--
Unlimited
--
2 years
Non-NY only
2 years
*80% of target received in year 1
2 years
--
2 years
Non-NY only
2 years
--
UL-CV; IUL-Global Choice; IUL-Global; VUL-CV; SVUL-CV; IUL
Protector
Protection IUL & SIUL; Accumulation IUL
LifeCurrent UL
LifeReserve UL (2009); IUL Protector; IUL Accumulator;
LifeGuarantee UL/SUL (2013)
Treasury IUL
VULONE (2012); SVULONE (2007); AssetEdge VUL (2009);
PreservationEdge SVUL
YourLife Current Assumption UL; YourLife Indexed UL; YourLife
SUL II
Custom GrowthCV; Custom Guarantee; Builder IUL*; Rapid
Builder IUL*; Guarantee Builder IUL*
Advantage Choice, Indexed Choice IUL
UL Protector; SUL Protector; Custom Premier; VUL Protector;
Index Advantage UL
TransAce 2013; TransAce Survivorship 2013; TransAce CV 2013
Unlimited
Product information as of 5/6/2014. Product availability subject to state approval.
The information contained here is a summary of guidelines obtained from the carriers listed. No guarantee either expressed or implied is given regarding the accuracy of the information provided. LifeMark is not liable for any
obligation created from the use of this information. Refer to carrier-specific guidelines and bulletins for complete details.
NOT FOR CONSUMER USE.
005RT 140506

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