Variable Annuity-2 Series Account Sample Contracts

AutoNDA by SimpleDocs
Exhibit 8 (b) Service Agreement SERVICE AGREEMENT
Service Agreement • April 29th, 1997 • Canada Life of New York Variable Annuity Account 1
Among
Participation Agreement • August 21st, 2002 • Canada Life of New York Variable Annuity Account 1 • New York
Participation Agreement Between Berger Institutional Products Trust and Canada Life of New York
Participation Agreement • April 29th, 1997 • Canada Life of New York Variable Annuity Account 1 • Delaware
ARTICLE I DEFINITIONS
Participation Agreement • April 30th, 1998 • Canada Life of New York Variable Annuity Account 1 • New York
FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • June 24th, 2015 • Variable Annuity-2 Series Account • Delaware

This Fund Participation Agreement (the "Agreement"), effective as of 24th day of April, 2009, is made by and among Great-West Life & Annuity Insurance Company (“GWL&A”), First Great-West Life & Annuity Insurance Company (“First GWL&A”), (collectively, the "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”).

JANUS ASPEN SERIES FUND PARTICIPATION AGREEMENT (Institutional Shares)
Fund Participation Agreement • April 29th, 2003 • Canada Life of New York Variable Annuity Account 1 • Colorado

THIS AGREEMENT is made this 18th day of March, 2003 between JANUS ASPEN SERIES, an open-end management investment company organized as a Delaware business trust (the “Trust”), and CANADA LIFE INSURANCE COMPANY OF NEW YORK, 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 may be amended from time to time (the “Accounts”).

AMENDED AND RESTATED PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II, GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, FIRST GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, GWFS EQUITIES, INC. AND MFS FUND...
Participation Agreement • April 21st, 2017 • Variable Annuity-2 Series Account • Massachusetts

THIS AGREEMENT, made and entered into this day of , 2009, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (the “Trust I”), MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust (the “Trust II”) (Trust I and Trust II each referred to, individually, as the “Trust” and, collectively, as the “Trusts”), GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, a Colorado corporation (“GWL&A””) on its own behalf and on behalf of each of the segregated asset accounts set forth in Schedule B hereto, as may be amended from time to time (the “Accounts”), FIRST GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, a New York corporation (“First GWL&A”) on its own behalf and on behalf of each of the Accounts set forth in Schedule B hereto, as may be amended from time to time (GWL&A and First GWL&A may be referred to herein individually or collectively as the “Company”), GWFS Equities, Inc. (“GWFS”) and MFS Fund Distributors, Inc. (“MFD”), a Delaware corporation. This Agreement shall

PARTICIPATION AGREEMENT by and among DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC and GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, and GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK
Participation Agreement • September 15th, 2017 • Variable Annuity-2 Series Account • New York

THIS AGREEMENT, made and entered into this day of 2014, by and among Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York (collectively the “Company”), on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”); DFA Investment Dimensions Group Inc. (the “Fund”); the Fund’s investment adviser, Dimensional Fund Advisors LP (the “Adviser”); and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”).

PARTICIPATION AGREEMENT Great-West Life & Annuity Insurance Company Great-West Life & Annuity Insurance Company of New York
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account • Delaware

This Participation Agreement (“Agreement”), dated as of the 14th day of April, 2015 (the “Effective Date”), is made by and between GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY AND GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK (collectively the “Company”), on behalf of itself and each of the separate accounts identified on Exhibit A, which is attached hereto, as the parties hereto may amend from time to time (“Variable Accounts”), WADDELL & REED, INC. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and IVY FUNDS VARIABLE INSURANCE PORTFOLIOS (“Ivy Funds VIP”).

FORM OF PARTICIPATION AGREEMENT
Participation Agreement • June 24th, 2015 • Variable Annuity-2 Series Account • Delaware

THIS AGREEMENT, made and entered into this l day of May, 1999 by and between GOLDMAN SACHS VARIABLE INSURANCE TRUST, an unincorporated business trust formed under the laws of Delaware (the "Trust"), GOLDMAN, SACHS & CO., a New York limited partnership (the "Distributor"), and CANADA LIFE INSURANCE COMPANY OF AMERICA, a Michigan life insurance company (the "Company"), on its own behalf and on behalf of each separate account of the Company identified herein.

Amendment To Participation Agreement among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK,
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

This amendment to the Participation Agreement dated as of April 9, 2014 as amended (the “Agreement”), is effective as of the 1st day of May 2022, among Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York (“Company”) on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”), DFA Investment Dimensions Group Inc. (“Fund”), Dimensional Fund Advisors LP (“Adviser”), and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”). Capitalized terms used herein and not otherwise defined herein shall have the meanings assigned to such terms in the Agreement.

PLEASE READ THIS ANNUITY CONTRACT CAREFULLY.
Annuity Contract • October 17th, 2016 • Variable Annuity-2 Series Account

ALL PAYOUTS AND VALUES BASED ON THE INVESTMENT EXPERIENCE OF THE ANNUITY ACCOUNT VALUE ARE VARIABLE, MAY INCREASE OR DECREASE ACCORDINGLY, AND ARE NOT GUARANTEED AS TO AMOUNT. THE ANNUITY ACCOUNT WILL INCREASE OR DECREASE IN VALUE BASED UPON INVESTMENT RESULTS.

Amendment to Fund Participation Agreement
Fund Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

This Amendment (the “Amendment”), by and among Lincoln Variable Insurance Products Trust, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), Empower Annuity Insurance Company of America (formerly Great-West Life & Annuity Insurance Company) and Empower Life & Annuity Insurance Company of New York (formerly Great-West Life & Annuity Insurance Company of New York formerly, First-Great West Life & Annuity Insurance Company) (“Company”), is effective as of May 1, 2023 (the “Effective Date”).

Amendment to Fund Participation Agreement
Fund Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

This Amendment (the “Amendment”), by and among Lincoln Variable Insurance Products Trust, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), Lincoln Financial Investments, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”) and Empower Annuity Insurance Company of America (formerly Great-West Life & Annuity Insurance Company) and Empower Life & Annuity Insurance Company of New York (formerly Great-West Life & Annuity Insurance Company of New York formerly) (“Company”), is effective as of April 29, 2024 (the “Effective Date”).

Amendment to Participation Agreement Among Great-West Life & Annuity Insurance Company, Great-West Life & Annuity Company of New York, PIMCO Variable Insurance Trust, Pacific Investment Management Company LLC, and PIMCO Investments LLC
Participation Agreement • April 28th, 2023 • Variable Annuity-2 Series Account

Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York (collectively, the “Company”), on its behalf and on behalf of certain Separate Accounts of the Company, PIMCO Variable Insurance Trust (the “Trust”), and Pacific Investment Management Company LLC (the “Adviser”), and PIMCO Investments LLC (the “Distributor”), have previously entered into a Participation Agreement dated March 1, 2004, as amended (the “Agreement”). The parties now desire to further amend the Agreement by this amendment (the “Amendment”).

SECOND AMENDMENT TO FUND PARTICIPATION AGREEMENT Regarding RULE 498A And FUND DISCLOSURE DOCUMENTS
Fund Participation Agreement • April 28th, 2023 • Variable Annuity-2 Series Account

Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York (collectively the “Company”), Legg Mason Partners Variable Equity Trust and Legg Mason Partners Variable Income Trust (each a “Fund”, collectively the “Funds”), Legg Mason Partners Advisor, LLC (the “Advisor”), and Franklin Distributors, LLC, (the “Distributor”), entered into a certain Participation Agreement dated May 20, 2014, as amended (the “Fund Participation Agreement”). This Amendment (the “Amendment”) to the Fund Participation Agreement is entered into as of March 15, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Fund Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Distributor (collectively, the “Parties”).

FUND PARTICIPATION AGREEMENT Among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON PARTNERS VARIABLE INCOME TRUST, LEGG MASON PARTNERS FUND...
Fund Participation Agreement • June 24th, 2015 • Variable Annuity-2 Series Account • New York

THIS FUND PARTICIPATION AGREEMENT is made and entered into as of this 20th day of May, 2014 by and among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (hereinafter "GWL&A"), a Colorado life insurance company, on its own behalf and on behalf of its separate account(s) listed on Schedule B attached hereto (the "GWL&A Account(s)"); GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK (hereinafter "GWL&ANY"), a New York life insurance company, on its own behalf and on behalf of its separate account(s) listed on Schedule B (the "GWL&ANY Account(s)"); (the GWL&A Account(s) and the GWL&ANY Account(s) may be referred to herein individually, or collectively as the "Accounts") (GWL&A and GWL&ANY may be referred to herein individually, each as an "Insurance Party," or collectively as the "Insurance Parties"); LEGG MASON PARTNERS VARIABLE EQUITY TRUST and LEGG MASON PARTNERS VARIABLE INCOME TRUST (hereinafter the "Fund", or collectively the "Funds"), corporations organized under the laws of Maryl

AMENDMENT TO PARTICIPATION AGREEMENT
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

This Amendment To Participation Agreement (“Amendment”) is made and entered into this day of _November 30_____, 2023 by and among Ivy Variable Insurance Portfolios (“Ivy VIP”), Delaware Distributors, L.P. (“DDLP”), Empower Annuity Insurance Company of America (formerly Great-West Life & Annuity Insurance Company) (“GWLA”), Empower Life & Annuity Insurance Company of New York (formerly Great-West Life & Annuity Insurance Company of New York) (“GWLANY”, and together with GWLA, “Company”), and Empower Financial Services, Inc. (formerly GWFS Equities, Inc.) (“GWFS”).

AutoNDA by SimpleDocs
SECOND AMENDMENT PARTICIPATION AGREEMENT Great-West Life & Annuity Insurance Company Great-West Life & Annuity Insurance Company of New York
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

THIS FIRST AMENDMENT (“Amendment”) to the Participation Agreement is made and entered into this 18th day of March 2016 by and between GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY and GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK (collectively the “Company”), on behalf of itself and each of the separate accounts identified on Exhibit A and WADDELL & REED, INC. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and IVY FUNDS VARIABLE INSURANCE PORTFOLIOS (“Ivy Funds VIP”) (each a “Party” and collectively, the “Parties”).

AMENDMENT NO. 12 TO PARTICIPATION AGREEMENT Regarding RULE 498A And FUND DISCLOSURE DOCUMENTS
Participation Agreement • April 28th, 2023 • Variable Annuity-2 Series Account

Great-West Life & Annuity Insurance Company, Great-West Life & Annuity Insurance Company of New York and GWFS Equities, Inc., your distributor (collectively the “Company”), Franklin Templeton Variable Insurance Products Trust (the “Trust”), and Franklin Distributors, LLC (the “Underwriter” and together with the Trust, “we,” “our,” or “us”)), entered into a certain Participation Agreement dated May 1, 2000, as amended (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of March 15, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Trust and the Underwriter (collectively, the “Parties”).

THIRD AMENDMENT TO PARTICIPATION AGREEMENT
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

WHEREAS, Great-West Life & Annuity Insurance Company, Great-West Life & Annuity Insurance Company of New York (collectively the “Company”), GWFS Equities, Inc. (“GWFS”), Waddell & Reed, Inc. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and Ivy Funds Variable Insurance Portfolios (the “Ivy Funds VIP”) entered into said Participation Agreement dated April 14, 2015, as amended, (the “Agreement”); and

AMENDMENT TO PARTICIPATION AGREEMENT
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

Great-West Life & Annuity Insurance Company, Great-West Life & Annuity Insurance Company of New York and GWFS Equities, Inc. (collectively referred to herein as the “Company”), Federated Hermes Insurance Series (the “Investment Company”) and Federated Securities Corp. (the “Distributor”) entered into a certain participation agreement dated March 3, 2012 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of March 22, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Investment Company and the Distributor (collectively, the “Parties”).

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 29th, 2003 • Canada Life of New York Variable Annuity Account 1 • New York

THIS AGREEMENT is made this 28th day of March, 2003, between Seligman Portfolios, Inc., an open-end management investment company organized as a Maryland Corporation (the “Fund”), Seligman Advisors, Inc., a Delaware corporation (the “Distributor”) and Canada Life Insurance Company of New York, 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 may be amended from time to time (the “Account”).

FOURTH AMENDMENT TO PARTICIPATION AGREEMENT
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

WHEREAS, Great-West Life & Annuity Insurance Company, Great-West Life & Annuity Insurance Company of New York (collectively the “Company”), GWFS Equities, Inc. (“GWFS”), Ivy Distributors, Inc. (“IDI”) and Ivy Variable Insurance Portfolios (“Ivy VIP”) entered into said Participation Agreement dated April 14, 2015, as amended (the “Agreement”); and

1 EXHIBIT 3 (B) FORM OF SELLING AGREEMENT CANADA LIFE INSURANCE COMPANY OF NEW YORK
Selling Agreement • April 29th, 1997 • Canada Life of New York Variable Annuity Account 1 • New York
FIRST AMENDMENT TO PARTICIPATION AGREEMENT
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

WHEREAS, GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY AND GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK (collectively “Company”), WADDELL & REED, INC. (“W&R”), distributor for the Ivy Funds Variable Insurance Portfolios, and IVY FUNDS VARIABLE INSURANCE PORTFOLIOS (“Ivy Funds VIP”) entered into a Participation Agreement dated April 14, 2015 (the “Agreement”); and

AMENDMENT TO PARTICIPATION AGREEMENT
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

This Amendment (the “Amendment”) to the Participation Agreement is entered into as of March 30, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).

AMENDMENT TO PARTICIPATION AGREEMENT
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

Great-West Life & Annuity Insurance Company of New York (the “Company”), Lord Abbett Series Trust (the “Fund”), a Maryland corporation, and Lord Abbett Distributors LLC (the “Distributor”), a New York limited liability company, entered into a certain participation agreement (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of April 28, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively

PLEASE READ THIS ANNUITY CONTRACT CAREFULLY.
Annuity Contract • June 24th, 2015 • Variable Annuity-2 Series Account

ALL PAYOUTS AND VALUES BASED ON THE INVESTMENT EXPERIENCE OF THE ANNUITY ACCOUNT VALUE ARE VARIABLE, MAY INCREASE OR DECREASE ACCORDINGLY, AND ARE NOT GUARANTEED AS TO AMOUNT. THE ANNUITY ACCOUNT WILL INCREASE OR DECREASE IN VALUE BASED UPON INVESTMENT RESULTS.

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • June 24th, 2015 • Variable Annuity-2 Series Account • Massachusetts

THIS AGREEMENT is entered into as of this 28th day of January, 2008 among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (“GWLA”) and FIRST GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (“FGWLA”), collectively referred to as "Insurance Company", on behalf of itself and certain of its separate accounts; AMERICAN FUNDS INSURANCE SERIES (“Series”), an open-end management investment company organized under the laws of the Commonwealth of Massachusetts; and CAPITAL RESEARCH AND MANAGEMENT COMPANY (“CRMC”), a corporation organized under the laws of the State of Delaware.

AMENDMENT #5 TO PARTICIPATION AGREEMENT
Participation Agreement • April 22nd, 2024 • Variable Annuity-2 Series Account

Great-West Life & Annuity Insurance Company of New York (the “Company”), AIM Variable Insurance Funds (the “Fund”), a Delaware business trust, and Invesco Distributors, Inc. (the “Underwriter”), a Delaware corporation, entered into a certain participation agreement dated April 30, 2004 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of March 22, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!