Study our Annuity Plan Brochure which summarizes the unique advantages of the annuity plan over other savings or investment plans.
PLANS
AVAILABLE |
Flexible Premium Deferred Annuity
Single Premium Deferred Annuity
Single Premium Immediate Annuity |
| IRA |
UPA Annuity Plans, where applicable, are qualified for use to fund an IRA Plan.
|
| QUALIFICATION |
All contracts are subject to all IRS Annuity regulations.
|
| ISSUE AGES |
Available to all ages, 0 to 95.
|
| APPLICATION |
Use Annuity Application Form APP-ANN-2001.
|
MATURITY
DATE |
Usually at or near Age 65. See individual plan description for more information.
|
| RIDERS |
There are no riders available.
|
| DIVIDENDS |
Dividends, if any, will be payable at the end of any contract year.
|
CERTIFICATE
LOANS |
Are not available.
|
CONTRACT
BENEFITS |
To the Owner at maturity, choice of lump sum payment or monthly income payment options.
At the Annuitant’s death, the then full contract value is payable to the named beneficiary, if death occurs prior to maturity. If death occurs after maturity, death benefit may be payable depending on the settlement option chosen.
|
REFERENCE
TABLES |
See Exhibit I for Cash Value Growth Tables.
See Exhibit II for Lifetime Monthly Income Tables.
|
FRATERNAL
BENEFITS |
Membership in the UPA with all rights and privileges – for the Annuitant Only. (Does not include co-annuitant.) |
