1 The premium enhancement is not intended to reimburse surrender charges on an annuity replacement.
2 Lifetime income is available through the optional Transamerica Income Plus® living benefit rider for a additional cost or annuitization at no cost. Certain restrictions and limitations apply.
All contract guarantees are based on the claims-paying ability of Transamerica Life Insurance Company, Cedar Rapids, Iowa.
This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.
Transamerica Secure Retirement Index® II Annuity and optional Transamerica Income Plus® living benefit are issued by Transamerica Life Insurance Company in Cedar Rapids, Iowa. Not available in New York or Montana. Living benefit is referred to as rider in the contract.
This website highlights features of the fixed index annuity and the optional living benefit rider. Additional product details can be found in the Statement of Understanding. Please read carefully.
Under current tax law, the Internal Revenue Code already provides tax deferral to qualified money, so there is no additional tax benefit obtained by funding an IRA with an annuity. Consider the other benefits provided by an annuity, such as lifetime income and a death benefit. Neither Transamerica, nor any of its affiliates, provide tax or legal advice. You may want to consult a tax or legal professional before making your final purchase decision.
Neither Transamerica, nor any of its affiliates, are affiliated with Annexus or its affiliates.
Same sex couples have the right to marry in all states. The parties to each marriage that is valid under the law of any state will each be treated as a spouse as defined in this policy. Individuals in other arrangements, such as civil unions, registered domestic partnerships, or other similar arrangements, that are treated as spouses under the applicable state law, will each be treated as a spouse as defined in this policy for state law purposes. However, individuals in other arrangements, such as civil unions, registered domestic partnerships, or other similar arrangements, that are not recognized as marriage under the relevant state law, will not be treated as married or as spouses as defined in this policy for federal tax purposes. Therefore, exercise of the spousal continuation provisions of this policy or any riders by individuals who do not meet the definition of “spouse” may have adverse tax consequences and/or may not be permissible. Please consult a professional tax adviser for more information on this subject.
All policies, living benefits, and forms may vary by state, and may not be available in all states: ICC14 FIA0214, NIC14 FIA0214(FL), ICC14 RGMB470214(IS), ICC14 RGMB470214(IJ), NIC14 RGMB470214 (IS) (FL), NIC14 RGMB470214 (IJ)(FL), ICC14 RDR50214. Transamerica® is a registered service mark of Transamerica Corporation and affiliated companies, including Transamerica Life Insurance Company (together, Transamerica).
Transamerica, the pyramid building logo, Transamerica Secure Retirement Index II Annuity and Transamerica Income Plus are all registered and unregistered trademarks of Transamerica Corporation and are being used with the permission of Transamerica Corporation. All other trademarks are the property of their respective owners, none of whom are affiliated with, endorse, approve or sponsor the products of Transamerica Corporation or its affiliates.
