PARTICIPATION AGREEMENT as of [ ,] 2001 Franklin Templeton Variable Insurance Products Trust Franklin Templeton Distributors, Inc. [Company] [Company Distributor]Participation Agreement • December 30th, 2002 • Separate Account I of National Integrity Life Ins Co • California
Exhibit 99.8(I) National Integrity Life Insurance Company Attn: Kevin L. Howard 400 Broadway Cincinnati, OH 45202 RE: ADMINISTRATIVE SERVICES Dear Mr. Howard: This letter sets forth the agreement between National Integrity Life Insurance Company (the...Administrative Services Agreement • February 5th, 2008 • Separate Account I of National Integrity Life Ins Co • Delaware
FUND PARTICIPATION AGREEMENT This Fund Participation Agreement (the "Agreement"), dated as of the 30th day of April, 2001, is made by and among National Integrity Life Insurance Company ("National Integrity Life"), on its own behalf and on behalf of...Fund Participation Agreement • December 17th, 2001 • Separate Account I of National Integrity Life Ins Co • Ohio
AMONGParticipation Agreement • February 5th, 2008 • Separate Account I of National Integrity Life Ins Co • Delaware
Exhibit 99.8(E) ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC 1345 Avenue of the Americas New York, NY 10105-4800 SELLING AGREEMENT FOR ADVISOR CLASS SHARES OF PIMCO VARIABLE INSURANCE TRUST Dear Sirs: We are the distributor of the Advisor Class shares of...Selling Agreement • February 5th, 2008 • Separate Account I of National Integrity Life Ins Co • Delaware
PARTICIPATION AGREEMENT Among THE UNIVERSAL INSTITUTIONAL FUNDS, INC., MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY INVESTMENT MANAGEMENT INC. and NATIONAL INTEGRITY LIFE INSURANCE COMPANY Dated as of January 2, 2003Participation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co • New York
(This and related steps may occur later in the chronological process due to possible uncertainties relating to the proposals.)
Exhibit 99.8(D) PARTICIPATION AGREEMENT AMONG NATIONAL INTEGRITY LIFE INSURANCE COMPANY, PIMCO VARIABLE INSURANCE TRUST, AND ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLCParticipation Agreement • February 5th, 2008 • Separate Account I of National Integrity Life Ins Co • California
PARTICIPATION AGREEMENT as of [ ,] 2001 Franklin Templeton Variable Insurance Products Trust Franklin Templeton Distributors, Inc. [Company] [Company Distributor]Participation Agreement • December 30th, 2002 • Separate Account I of National Integrity Life Ins Co • California
PARTICIPATION AGREEMENT BY AND AMONG AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS), INVESCO DISTRIBUTORS, INC., NATIONAL INTEGRITY LIFE INSURANCE COMPANY, ON BEHALF OF ITSELF AND ITS SEPARATE ACCOUNTS, AND TOUCHSTONE SECURITIES,...Participation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co • Delaware
THIS AGREEMENT, made and entered into as of the 1st day of June 2010 (“Agreement”), by and among AIM Variable Insurance Funds (Invesco Variable Insurance Funds), a Delaware Trust (“AVIF”), INVESCO Distributors, Inc., a Delaware corporation (“INVESCO”), National Integrity Life Insurance Company, a New York life insurance company (“LIFE COMPANY”), on behalf of itself and each of its segregated asset accounts listed in Schedule A hereto, as the parties hereto may amend from time to time (each, an “Account,” and collectively, the “Accounts”), and Touchstone Securities, Inc., a Nebraska Corporation, an affiliate of LIFE COMPANY and the principal underwriter of the Contracts (“UNDERWRITER”) (collectively, the “Parties”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co • Massachusetts
This Fund Participation Agreement (the “Agreement”), effective as of April 24, 2009, is made by and among National Integrity Life Insurance Company (“Company”), JPMorgan Insurance Trust (the “Trust”), the Trust’s investment advisors, JPMorgan Investment Advisors Inc. and J. P. Morgan Investment Management Inc. (the “Advisers”), and the Trust’s administrator, JPMorgan Funds Management, Inc. (the “Administrator”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 25th, 2013 • Separate Account I of National Integrity Life Ins Co • New York
THIS AGREEMENT is effective as of May 1, 2013, among Northern Lights Variable Trust, an open-end management investment company organized as a Delaware business trust (the “Trust”), ValMark Advisers, Inc., an Ohio corporation (“Adviser”), Northern Lights Distributors, LLC, a Nebraska limited liability company (“Distributor” and collectively with the Trust and Adviser, “Trust Parties”) and National Integrity Life Insurance Company, a life insurance company organized under the laws of the State of New York (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as the parties hereto may amend it from time to time, (the “Accounts”) (individually, a “Party”, and collectively, the “Parties”).
PARTICIPATION AGREEMENT Among VANGUARD VARIABLE INSURANCE FUND and THE VANGUARD GROUP, INC. and VANGUARD MARKETING CORPORATION and NATIONAL INTEGRITYLIFE INSURANCE COMPANYParticipation Agreement • April 27th, 2011 • Separate Account I of National Integrity Life Ins Co • New York
THIS AGREEMENT, made and entered into as of the 10th day of December 2010, by and among VANGUARD VARIABLE INSURANCE FUND (hereinafter the “Fund”), a Delaware business trust, THE VANGUARD GROUP, INC. (hereinafter the “Sponsor”), a Pennsylvania corporation, VANGUARD MARKETING CORPORATION (hereinafter the “Distributor”), a Pennsylvania corporation, and NATIONAL INTEGRITYLIFE INSURANCE COMPANY (hereinafter the “Company”), a New York corporation, on its own behalf and on behalf of each segregated asset account of the Company named in Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”).
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2014 • Separate Account I of National Integrity Life Ins Co • New York
National Integrity Life Insurance Company (“Insurance Company”), a New York domiciled insurance company for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), a California corporation, American Funds Service Company (“Transfer Agent”), a California corporation, Capital Research and Management Company (“CRMC”), a Delaware corporation, and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 13th day of December 2013, that Class 4 shares of the Funds (“Class 4 Shares”) and Class P2 shares of the Funds (“Class P2 Shares” and together with Class 4 Shares, the “shares”) shall be made available to serve as underlying investment media for certain variabl
PARTICIPATION AGREEMENT Among PUTNAM VARIABLE TRUST PUTNAM RETAIL MANAGEMENT, INC. and NATIONAL INTEGRITY LIFE INSURANCE COMPANYParticipation Agreement • April 21st, 2006 • Separate Account I of National Integrity Life Ins Co • Massachusetts
THIS AGREEMENT, made and entered into as of the 1st day of January, 2001, among National Integrity Life Insurance Company (the “Company”), a New York corporation, on its own behalf and on behalf of each separate account of the Company set forth on Schedule A hereto, as such Schedule may be amended from time to time (each such account hereinafter referred to as the “Account”), PUTNAM VARIABLE TRUST (the “Trust”), a Massachusetts business trust, and PUTNAM RETAIL MANAGEMENT, INC. (the “Underwriter”), a Massachusetts corporation.
Amendment No. 6 to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. National Integrity Life Insurance Company Touchstone Securities, Inc.Participation Agreement • April 25th, 2014 • Separate Account I of National Integrity Life Ins Co
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), National Integrity Life Insurance Company, and Touchstone Securities, Inc., your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated January 6, 2003, and subsequently amended May 3, 2004, January 1, 2006, May 1, 2007, November 5, 2007 and November 29, 2010 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
BUSINESS AGREEMENTBusiness Agreement • April 25th, 2014 • Separate Account I of National Integrity Life Ins Co • New York
THIS AGREEMENT is entered into as of the 13th day of December 2013 (the “Effective Date”) by and among National Integrity Life Insurance Company (“Insurance Company”), a life insurance company organized under the laws of the State of New York (on behalf of itself and certain of its separate accounts); Touchstone Securities, Inc. (the “Distributor”), a corporation organized under the laws of the State of Nebraska; American Funds Distributors, Inc. (“AFD”), a corporation organized under the laws of the State of California; and Capital Research and Management Company (“CRMC”), a corporation organized under the laws of the State of Delaware.
PARTICIPATION AGREEMENT Among VAN KAMPEN LIFE INVESTMENT TRUST,Participation Agreement • April 21st, 2006 • Separate Account I of National Integrity Life Ins Co • Illinois
THIS AGREEMENT, made and entered into as of the 2nd day of January, 2003 by and among NATIONAL INTEGRITY LIFE INSURANCE COMPANY (hereinafter the “Company”), a New York corporation, on its own behalf and on behalf of each separate account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”), and VAN KAMPEN LIFE INVESTMENT TRUST (hereinafter the “Fund”), a Delaware business trust, VAN KAMPEN FUNDS INC. (hereinafter the “Underwriter”), a Delaware corporation, and VAN KAMPEN ASSET MANAGEMENT INC. (hereinafter the “Adviser”), a Delaware corporation.
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. MUTUAL FUND SALES AGREEMENTMutual Fund Sales Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co • Massachusetts
We are the exclusive distributor of the shares of the funds set forth on Schedule A hereto (collectively, together with any funds that may hereafter become part of such fund families, the “CMD Distributed Funds”). We desire to enter into this agreement with you for activities in connection with (i) the distribution of shares of the CMD Distributed Funds (or classes thereof) (each a “Fund” and collectively the “Funds”) and (ii) the servicing of holders of shares of the Funds and existing and prospective holders of Variable Insurance Products (as defined below) on the terms set forth below.
RULE 22C-2 AMENDMENT TO PARTICIPATION AGREEMENT BETWEEN NATIONAL INTEGRITY LIFE INSURANCE COMPANY AND TOUCHSTONE VARIABLE SERIES TRUSTParticipation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co
This AMENDMENT entered into as of February 14, 2007, by and between Touchstone Variable Series trust (“Trust”) and National Integrity Life Insurance Company (“Intermediary”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • December 28th, 2011 • Separate Account I of National Integrity Life Ins Co • New York
THIS AGREEMENT is executed as of 4/15/2011, and effective as of 4/29/2011, by and among BLACKROCK VARIABLE SERIES FUNDS, INC. an open-end management investment company organized as a Maryland corporation (the “Fund”), BLACKROCK INVESTMENTS, LLC (“BRIL”), a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended (the “Underwriter”), BLACKROCK ADVISORS, LLC (“BAL”) and NATIONAL INTEGRITY LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the state of New York (“Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A, as may be amended from time to time (the “Accounts”).
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co • Delaware
NATIONAL INTEGRITY LIFE INSURANCE COMPANY (“INSURER”) and INVESCO ADVISERS, INC. (“INVESCO”) (collectively, the “Parties”) mutually agree to the arrangements set forth in this Administrative Services Agreement (the “Agreement”) dated as of June 1, 2010.
PARTICIPATION AGREEMENT AMONG RYDEX VARIABLE TRUST, RYDEX DISTRIBUTORS, INC. AND NATIONAL INTEGRITY LIFE INSURANCE COMPANY DATED AS OF January 1st, 2008 <PAGE> <TABLE> <CAPTION> <S> <C> PageParticipation Agreement • April 28th, 2022 • Separate Account I of National Integrity Life Ins Co • Delaware
Amendment No. 5 to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. National Integrity Life Insurance Company Touchstone Securities, Inc.Participation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we” or “us”), National Integrity Life Insurance Company (the “Company” or “you”), and Touchstone Securities, Inc., your distributor, on your behalf and on behalf of certain Accounts, have previously entered into a Participation Agreement dated January 6, 2003, and subsequently amended May 3, 2004, January 1, 2006, May 1, 2007 and November 5, 2007 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
DISTRIBUTION SERVICES AGREEMENTDistribution Services Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co • Delaware
NATIONAL INTEGRITY LIFE INSURANCE COMPANY, (“Insurer”) and INVESCO DISTRIBUTORS, INC. (“Distributor”) (collectively, the “Parties”) mutually agree to the arrangements set forth in this Distribution Services Agreement (this “Agreement”) dated June 1, 2010.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co • New York
THIS AGREEMENT made as of the 2nd day of October, 1997 by and among BT Insurance Funds Trust (“TRUST”), a Massachusetts business trust, Bankers Trust Company (“ADVISER”), a New York banking corporation, and National Integrity Life Insurance Company (“LIFE COMPANY”), a life insurance company organized under the laws of the State of New York.
Exhibit 99.8(F) PIMCO SERVICES AGREEMENT FOR ADVISOR CLASS SHARES OF PIMCO VARIABLE INSURANCE TRUST The terms and conditions of this Services Agreement between Pacific Investment Management Company LLC ("PIMCO") and National Integrity Life Insurance...Services Agreement • February 5th, 2008 • Separate Account I of National Integrity Life Ins Co
THE VANGUARD GROUP, INC. DAILY VALUATION AGENCY AGREEMENTDaily Valuation Agency Agreement • April 27th, 2011 • Separate Account I of National Integrity Life Ins Co • Pennsylvania
THIS AGREEMENT, made this 10th day of December, 2010, by and between THE VANGUARD GROUP, INC. (“Vanguard”), a Pennsylvania corporation with its principal place of business in Pennsylvania, and NATIONAL INTEGRITY LIFE INSURANCE COMPANY (the “Agent”), a New York corporation with its principal place of business in Cincinnati, Ohio.
Columbia Management Distributors, Inc.Participation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co
This agreement is made as of the 1st day of May, 2009 between Columbia Management Distributors, Inc., a Massachusetts corporation (“CMDI”) and National Integrity Life Insurance Company, a New York corporation (“Company”).
DISTRIBUTION AND SERVICES AGREEMENTDistribution Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co • Massachusetts
We have an agreement (the “Distribution Agreement”) with the Deutsche Asset Management VIT Funds and the series thereof, (the “Funds”). Pursuant to the Distribution Agreement, we, PFPC Distributors, Inc. (the “Distributor”), act as the distributor of units of beneficial interest of the Funds designated “Class B Shares” (collectively, the “Shares”). You maintain various separate accounts (“Accounts”) organized as unit investment trusts under the Investment Company Act of 1940, as amended (the “1940 Act”) that are funded by variable life insurance and/or variable annuity contracts (“Contracts”) purchased by individual contract owners who from time to time beneficially own Shares (“Customers”). The Accounts include or propose to include certain of the Funds as an investment alternative offered to Customers. The terms “Prospectus” and “Statement” as used herein refer respectively to the then-current prospectus and statement of additional information relating to the Shares forming parts of
Assignment of Participation AgreementAssignment of Participation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co
As you may be aware, over the coming months, it is anticipated that RiverSource Investments, LLC (“RiverSource”), the asset management arm of Ameriprise Financial, Inc. (“Ameriprise”), will acquire the long-term fixed income and equity asset management business (the “LT&E Business”) of Columbia Management Advisors, LLC (“CMA”) and its related affiliates (“Columbia”), from Bank of America N.A. For these purposes, management of Columbia Money Market Fund, Variable Series is considered to be part of the LT&E Business.
January 31, 2007Administrative Services Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co
This letter sets forth the agreement between Deutsche Investment Management Americas Inc. (the “Adviser”) and National Integrity Life Insurance Company (the “Company”) concerning certain administrative services to be provided by you on a sub-administration basis, with respect to Portfolios (as defined below) of the DWS Variable Series I, DWS Variable Series II and/or DWS Investments VIT Funds (collectively, the “Fund”).
SELLING AGREEMENTSelling Agreement • December 12th, 2011 • Separate Account I of National Integrity Life Ins Co • Ohio
THIS SELLING AGREEMENT (Agreement) is made and entered into by and between National Integrity Life Insurance Company (Company) and Touchstone Securities, Inc. (herein jointly and severally referred to as DISTRIBUTOR) and (Broker- Dealer Name), (herein referred to as Broker-Dealer) and its affiliated insurance agencies, if any (herein separately referred to as Insurance Agency). Said Broker-Dealer and its affiliated Insurance Agency, if applicable, may be collectively referred to as Broker-Dealer or Agent.
VARIABLE CONTRACT PRINCIPAL UNDERWRITER AGREEMENTVariable Contract Principal Underwriter Agreement • December 12th, 2011 • Separate Account I of National Integrity Life Ins Co • New York
THIS AGREEMENT made as of the 1st day of May, 2006, by and between National Integrity Life Insurance Company, a New York stock life insurance company (the “Company”) and Touchstone Securities, Inc., a Nebraska corporation and a registered broker-dealer (the “Distributor”).
Amendment No. 1 to Participation Agreement As of May 3, 2004 by and among Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. National Integrity Life Insurance Company Touchstone Securities, Inc.Participation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co • California
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we or “us”), National Integrity Life Insurance Company (“you”), and Touchstone Securities, Inc., your distributor, on your behalf and on behalf of certain Accounts, have previously entered into a Participation Agreement dated January 6, 2003, (the “Agreement”). The parties now desire to amend the Agreement in this amendment (the “Amendment”).
NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 25th, 2012 • Separate Account I of National Integrity Life Ins Co
THIS NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENT made this 1st day of April, 2011 (the “Effective Date”), by and among Allianz Global Investors Distributors LLC (“AGID”), PIMCO Investments LLC (“PI”), PIMCO Variable Insurance Trust (the “Fund”) and National Integrity Life Insurance Company (the “Company”).
