AMONGParticipation Agreement • May 22nd, 2002 • Penn Mutual Variable Annuity Account Iii • Delaware
THE PENN MUTUAL LIFE INSURANCE COMPANY FOUNDED 1847Annuity Contract • March 21st, 2002 • Penn Mutual Variable Annuity Account Iii
BY AND AMONGParticipation Agreement • May 22nd, 2002 • Penn Mutual Variable Annuity Account Iii • Delaware
Penn Series Funds, Inc.Sales Agreement • April 23rd, 2002 • Penn Mutual Variable Annuity Account Iii
DATED AS OFParticipation Agreement • April 29th, 1997 • Penn Mutual Variable Annuity Account Iii • New York
FUND PARTICIPATION AGREEMENT This AGREEMENT is made as of May __, 2002, by and between The Penn Mutual Life Insurance Company (the "Insurer"), a life insurance company domiciled in Pennsylvania, on its behalf and on behalf of the segregated asset...Fund Participation Agreement • May 22nd, 2002 • Penn Mutual Variable Annuity Account Iii • Pennsylvania
FUND PARTICIPATION AGREEMENT ---------------------------- This AGREEMENT is made as of May __, 2002, by and between The Penn Mutual Life Insurance Company (the "Insurer"), a life insurance company domiciled in Pennsylvania, on its behalf and on behalf...Fund Participation Agreement • May 22nd, 2002 • Penn Mutual Variable Annuity Account Iii • Pennsylvania
Independent Broker/Dealers The Penn Mutual Life Insurance Company Philadelphia, PA 19172 SCHEDULE A TO THE FOLLOWING SELLING AGREEMENTS: BROKER-DEALER SELLING AGREEMENT BROKER-DEALER SELLING AGREEMENT - FORM A-2 CORPORATE INSURANCE AGENT SELLING...Broker-Dealer Selling Agreement • April 20th, 2001 • Penn Mutual Variable Annuity Account Iii
Schedule I To Sales Support Agreement Effective November 1, 2000 Individual Annuity Contracts: ----------------------------- Diversifier II Individual Variable and Fixed Annuity Contracts - Flexible Purchase Payments. Policy forms DI-283-F, DI-883-F,...Sales Support Agreement • September 28th, 2000 • Penn Mutual Variable Annuity Account Iii
Exhibit 8(b)(2) FORM OF ASSIGNMENT AND MODIFICATION AGREEMENT This Agreement is made by and between Neuberger & Berman Advisers Management Trust ("Trust"), a Massachusetts business trust, Neuberger & Berman Management Incorporated ("N&B Management"),...Assignment and Modification Agreement • September 3rd, 1998 • Penn Mutual Variable Annuity Account Iii
THE PENN MUTUAL LIFE INSURANCE COMPANY FOUNDED 1847Individual Variable Annuity Contract • June 11th, 1999 • Penn Mutual Variable Annuity Account Iii
2. Endorsement A004077E Endorsement - Tax Deferred Annuity - 403(b) The following provisions are added to the contract: 1. Non-transferable This contract is non-transferable in accordance with section 401(g) of the Internal Revenue Code. It may not be...Endorsement - Tax Deferred Annuity - 403(b) • April 28th, 1999 • Penn Mutual Variable Annuity Account Iii
RIDER - OPTIONAL DEATH BENEFIT ENHANCEMENT - STEP UP The Penn Mutual Life Insurance Company agrees, subject to and in accordance with the provisions of this supplemental agreement, to provide the Death Benefit Enhancement applied for in the...Death Benefit Enhancement Agreement • May 22nd, 2002 • Penn Mutual Variable Annuity Account Iii
RIDER - GUARANTEED MINIMUM ACCUMULATION BENEFIT AND GUARANTEED MINIMUM WITHDRAWAL BENEFIT The Penn Mutual Life Insurance Company (the "Company") agrees, subject to and in accordance with the provisions of this supplemental agreement, to provide the...Rider Agreement • April 28th, 2006 • Penn Mutual Variable Annuity Account Iii
PARTICIPATION AGREEMENTParticipation Agreement • May 22nd, 2002 • Penn Mutual Variable Annuity Account Iii • Maryland
The Penn Mutual Life Insurance Company Penn Independence Square, Philadelphia, PA 19172 Mutual --------------------------------------------------------------- ----------------- National Accounts - Broker-Dealers Licensed to Sell Variable Annuities...Broker-Dealer Selling Agreement • April 27th, 1999 • Penn Mutual Variable Annuity Account Iii
THE PENN MUTUAL LIFE INSURANCE COMPANY INDEPENDENCE SQUARE PHILADELPHIA, PA 19172 Group Contract Number: Issued To: Date of Issue: Effective Date: The Penn Mutual Life Insurance Company will make annuity payments and other payments as set forth in...Group Variable and Fixed Annuity Contract • June 11th, 1999 • Penn Mutual Variable Annuity Account Iii
Exhibit 4(j) RIDER - GUARANTEED MINIMUM ACCUMULATION BENEFIT The Penn Mutual Life Insurance Company (the "Company") agrees, subject to and in accordance with the provisions of this supplemental agreement, to provide the Guaranteed Minimum Accumulation...Rider Agreement • April 28th, 2006 • Penn Mutual Variable Annuity Account Iii
RIDER -OPTIONAL DEATH BENEFIT ENHANCEMENT - RISING FLOOR The Penn Mutual Life Insurance Company agrees, subject to and in accordance with the provisions of this supplemental agreement, to provide the Death Benefit Enhancement applied for in the...Death Benefit Enhancement Agreement • March 21st, 2002 • Penn Mutual Variable Annuity Account Iii
RIDER - CUMULATIVE FREE WITHDRAWAL BENEFIT The Penn Mutual Life Insurance Company agrees, subject to the provisions of this supplemental agreement, to provide the Cumulative Free Withdrawal Benefit as applied for on the application. The Company also...Cumulative Free Withdrawal Benefit Agreement • April 20th, 2001 • Penn Mutual Variable Annuity Account Iii
Table 3 - Pennant Select Variable/Fixed Annuity Contracts Pennant Select - 1 YR - Tbl 3 ----------------------------------------------------------------------- ------------------------------------------------------------- Average Q = qualified $40...Annuity Contract • November 30th, 1998 • Penn Mutual Variable Annuity Account Iii
Schedule I To Sales Support Agreement Effective January 1, 2012 Compensation Payable by The Penn Mutual Life Insurance Company to Hornor Townsend & Kent, Inc. Pursuant to Section 3 of the Sales Support AgreementSales Support Agreement • April 13th, 2012 • Penn Mutual Variable Annuity Account Iii
With respect to Individual Annuity Contracts sold by designated Penn Mutual agent who are registered representatives of Hornor Townsend & Kent and contracted through Penn Mutual, shall pay as follows:
Rider – Guaranteed Minimum Withdrawal Benefit with Inflation Adjustment This form may be cancelled only under certain disclosed conditions.Guaranteed Minimum Withdrawal Benefit Rider • September 28th, 2010 • Penn Mutual Variable Annuity Account Iii
The purpose of the Guaranteed Minimum Withdrawal Benefit provided under this annuity contract is to provide security through a stream of annual income payments to the Contract Owner. The Guaranteed Minimum Withdrawal Benefit will terminate upon assignment or a change in ownership of the contract unless the new assignee or owner meets the qualifications specified in the Termination provision of the Guaranteed Minimum Withdrawal Benefit.
Rider - Guaranteed Lifetime Withdrawal Benefit with Guaranteed Growth and Guaranteed Minimum Death EnhancementGuaranteed Lifetime Withdrawal Benefit Rider • April 13th, 2012 • Penn Mutual Variable Annuity Account Iii
This Rider may be cancelled only under certain conditions disclosed below. Termination of the Contract results in termination of this Rider. Termination of the Rider or the Contract will result in termination of guaranteed minimum lifetime withdrawals and the death benefit enhancement under this guarantee.
THE PENN MUTUAL LIFE INSURANCE COMPANY PHILADELPHIA, PA 19172 AGENT’S AGREEMENT—VARIABLE ANNUITY AND VARIABLE LIFE INSURANCE CONTRACT SALESAgent’s Agreement—variable Annuity and Variable Life Insurance Contract Sales • April 13th, 2012 • Penn Mutual Variable Annuity Account Iii
THIS AGREEMENT entered into this day of , 20 among The Penn Mutual Life Insurance Company, a Pennsylvania corporation (“Penn Mutual”), Hornor, Townsend and Kent, Inc., a Pennsylvania corporation (the “Broker”) and , a soliciting agent of Penn Mutual (“Agent”).
Table 3 - Commander Variable/Fixed Annuity Contracts Commander - 1 YR - Tbl 3 - ------------------------------------------------------------------------------- ---------------------------------------------------- Average Q = qualified $40 Contract #...Commander Variable/Fixed Annuity Contracts • November 30th, 1998 • Penn Mutual Variable Annuity Account Iii
s/ /s/ ---------------------------- ------------------------------------ Secretary Chairman Chief Executive Officer Individual Variable and Fixed Annuity Contract Flexible Purchase Payments o Annuity Payments payable on Annuity Date o Flexible...Individual Variable and Fixed Annuity Contract • April 28th, 1999 • Penn Mutual Variable Annuity Account Iii
BROKER-DEALER SELLING AGREEMENTBroker-Dealer Selling Agreement • April 13th, 2012 • Penn Mutual Variable Annuity Account Iii • Pennsylvania
WHEREAS, Distributor is a wholly owned subsidiary of Penn Mutual, is registered as a broker-dealer under the Securities Exchange Act of 1934, is a member of FINRA, and is assisting Penn Mutual in the distribution of such contracts;
RIDER - GUARANTEED LIFETIME WITHDRAWAL BENEFIT The Penn Mutual Life Insurance Company (the "Company") agrees, subject to and in accordance with the provisions of this supplemental agreement, to provide the Guaranteed Lifetime Withdrawal Benefit...Guaranteed Lifetime Withdrawal Benefit Rider • April 30th, 2007 • Penn Mutual Variable Annuity Account Iii
Contract Owner: [William Penn] Contract Number: [9999999] Contract Date: [September 1, 2011] Annuity Date: [September 1, 2061] Annuitant: [William Penn] Age of Annuitant: [45]Annuity Contract • April 13th, 2012 • Penn Mutual Variable Annuity Account Iii
RIGHT TO REVIEW CONTRACT: The Contract Owner may cancel this contract within ten days after its receipt. If this contract is a Replacement Contract it may be cancelled by returning it within 30 days after it is received by the Contract Owner. In either situation, simply return or mail it to the Company or the representative through whom it was purchased. The Company will refund the Contract Value as of the time notification is received.
This form may be cancelled only under certain disclosed conditions. The Penn Mutual Life Insurance Company (the “Company”) agrees, subject to and in accordance with the provisions of this supplemental agreement, to provide the Guaranteed Lifetime...Guaranteed Lifetime Withdrawal Benefit Rider • April 28th, 2009 • Penn Mutual Variable Annuity Account Iii
This agreement is a part of the contract to which it is attached. It is subject to all of the provisions of the contract unless stated otherwise in this agreement.
Sales Agreement Between Penn Series Funds, Inc. and The Penn Mutual Life Insurance Company for Penn Mutual Variable Annuity Account III August 22, 2008Sales Agreement • April 13th, 2012 • Penn Mutual Variable Annuity Account Iii
Agreement made as of the 22nd day of August, 2008, between Penn Series Funds, Inc., a Maryland Corporation (“Penn Series”) and The Penn Mutual Life Insurance Company, a Pennsylvania corporation (“Penn Mutual”).
Rider - Guaranteed Minimum Death Benefit - Step Up The Penn Mutual Life Insurance Company agrees, subject to the provisions of this supplemental agreement, to provide the Guaranteed Minimum Death Benefit as applied for on the application. The Company...Guaranteed Minimum Death Benefit Rider • November 30th, 1998 • Penn Mutual Variable Annuity Account Iii
Rider - Guaranteed Minimum Death Benefit - Rising Floor The Penn Mutual Life Insurance Company agrees, subject to the provisions of this supplemental agreement, to provide the Guaranteed Minimum Death Benefit as applied for on the application. The...Guaranteed Minimum Death Benefit Rider • November 30th, 1998 • Penn Mutual Variable Annuity Account Iii
Rider - Guaranteed Minimum Death Benefit EnhancementGuaranteed Minimum Death Benefit Enhancement Rider • April 13th, 2012 • Penn Mutual Variable Annuity Account Iii
This Rider may be cancelled only under certain conditions disclosed below. Termination of the Contract results in termination of this Rider. Termination of the Rider or the Contract will result in termination of the death benefit enhancement under this guarantee.
