AMENDMENT NO. 14 to the VARIABLE ANNUITY GMIB REINSURANCE AGREEMENT Effective January 1, 2003 Between JACKSON NATIONAL LIFE INSURANCE COMPANY of NEW YORK (“CEDING COMPANY”) Purchase, New York and ACE TEMPEST LIFE REINSURANCE LTD. (“REINSURER”)
EX-7n
AMENDMENT
NO. 14
to
the
VARIABLE
ANNUITY GMIB REINSURANCE AGREEMENT
Effective
January 1, 2003
Between
XXXXXXX
NATIONAL LIFE INSURANCE COMPANY of NEW YORK
(“CEDING
COMPANY”)
Purchase,
New York
and
ACE
TEMPEST LIFE REINSURANCE LTD.
(“REINSURER”)
As
of September 28, 2009, this Amendment is hereby attached to and
becomes a part of the above-described Reinsurance Agreement. It is
mutually agreed that the Agreement will be amended to include new investment
funds and show fund mergers. To effect these changes, the following
provision of this Agreement is hereby amended:
§
|
Schedule
B-2, Subaccounts Subject
to the Reinsurance Agreement, Amendment #13, is hereby replaced by
the attached Schedule B-2.
|
Xxxxxxx
National Life Insurance
Company ACE
Tempest Life Reinsurance Ltd.
of New
York
By ___Lisa
C. Drake_
___________ By ___Huan
Xxxxx ____________
Name__Lisa
X. Xxxxx
___________ Name__Huan
Xxxxx ____________
Title _
SVP & Chief
Actuary______ Title _SVP
& Chief Pricing Officer_
Date
__9/29/09_________________ Date
__9/24/09 _________________
SCHEDULE
B-2
Subaccounts
Subject to this Reinsurance Agreement
Fund
Name
|
Comment
|
Product
Availability
|
JNL/AIM
International Growth Fund
|
Named
changed from JNL/Xxxxxx International Equity Fund effective 5/2/05 and
from JNL/JPM International Equity Fund effective 12/3/2007
|
All
|
JNL/AIM
Large Cap Growth Fund
|
2/18/2004
merged with JNL/AIM Premier Equity II Fund
|
All
|
JNL/AIM
Global Real Estate Fund
|
New
5/2/05, Name changed from JNL/AIM Real Estate Fund effective
10/6/2008
|
All
|
JNL/AIM
Small Cap Growth Fund
|
All
|
|
JNL/Capital
Guardian Global Balanced Fund
|
Subadvisor
changed from Janus on 2/18/04. Name changed from JNL/FMR
Balanced Fund effective 4/30/2007 and from JNL/FI Balanced Fund effective
12/3/2007.
|
All
|
JNL/Capital
Guardian Global Diversified Research Fund
|
Formerly
JNL/Janus Global Equities Fund. Name changed from JNL/Select
Global Growth Fund effective 12/3/2007
|
All
|
JNL/Capital
Guardian International Small Cap Fund
|
New
12/3/2007
|
All
|
JNL/Capital
Guardian U.S. Growth Equity Fund
|
Formerly
JNL/Janus Aggressive Growth Fund. Name changed from JNL/Select
Large Cap Growth Fund effective 12/3/2007
|
All
|
JNL/Credit
Suisse Commodity Securities Fund
|
New
1/16/2007 – Name changed from JNL/Credit Suisse Global Natural Resources
effective 9/28/2009
|
All
|
JNL/Credit
Suisse Long/Short
|
New
1/16/2007
|
All
|
JNL/Eagle
Core Equity Fund
|
All
|
|
JNL/Eagle
Small Cap Equity Fund
|
All
|
|
JNL/Franklin
Xxxxxxxxx Founding Strategy
|
New
1/16/2007
|
All
|
JNL/Franklin
Xxxxxxxxx Global Growth
|
New
1/16/2007
|
All
|
JNL/Franklin
Xxxxxxxxx Income Fund
|
New
5/1/2006
|
All
|
JNL/Franklin
Xxxxxxxxx Mutual Shares
|
New
1/16/2007
|
All
|
JNL/Franklin
Xxxxxxxxx Small Cap Value Fund
|
New
5/2/05
|
All
|
JNL/
Xxxxxxx Sachs Core Plus Bond Fund
|
Formerly
JNL/Salomon Brothers Global Bond Fund. Name changed from JNL/Salomon
Brothers Strategic Bond Fund effective 5/1/2006, from JNL/Western
Strategic Bond Fund effective 1/16/2007 and from JNL/Western Asset
Strategic Bond Fund effective 4/30/2007.
|
All
|
JNL/Xxxxxxx
Xxxxx Mid Cap Value Fund
|
New
5/2/05
|
All
|
JNL/Xxxxxxx
Sachs Emerging Markets Debt Fund
|
New
10/6/2008
|
All
|
JNL/X.
Xxxx Price Short Term Bond Fund
|
New
5/1/2006 – Name changed from JNL/Xxxxxxx Sachs Duration Bond Fund
effective 9/28/2009
|
All
|
JNL
Institutional Alt 20 Fund
|
New
4/6/2009
|
All
|
JNL
Institutional Alt 35 Fund
|
New
4/6/2009
|
All
|
JNL
Institutional Alt 50 Fund
|
New
4/6/2009
|
All
|
JNL
Institutional Alt 65 Fund
|
New
4/6/2009
|
All
|
JNL/Ivy
Asset Strategy
|
New
9/28/2009
|
All
|
JNL/JPMorgan
International Value Fund
|
All
|
|
JNL/JPMorgan
Mid Cap Growth Fund
|
Subadvisor
changed from Janus on 2/18/04. Name changed from JNL/FMR Capital Growth
Fund effective 5/1/2006,from JNL/FMR Mid-Cap Equity Fund effective
4/30/2007 and from JNL/FI Mid-Cap Equity Fund effective
12/3/2007. Also, the JNL/Xxxxxx Xxxxxx Growth Fund merged with
this fund effective 12/3/2007.
|
All
|
JNL/
JPMorgan U.S. Government & Quality Bond Fund
|
Name
changed from JNL/Salomon Brothers U.S. Govt. & Quality Bond Fund
effective 5/1/2006, from JNL/Western U.S. Govt. & Quality Bond Fund
effective 1/16/2007, and from JNL/Western Asset U.S. Govt. & Quality
Bond Fund effective 4/30/2007.
|
All
|
JNL/Lazard
Emerging Markets Fund
|
New
5/1/2006
|
All
|
JNL/Lazard
Mid Cap Equity Fund
|
Name
changed from JNL/Lazard Mid Cap Value Fund effective
3/31/2008
|
All
|
JNL/M&G
Global Basics Fund
|
New
10/6/2008
|
All
|
JNL/M&G
Global Leaders Fund
|
New
10/6/2008
|
All
|
JNL/
Mellon Capital Management 10 x 10 Fund
|
New
4/30/2007
|
All
|
JNL/
Mellon Capital Management 25 Fund
|
Subadvisor
changed from Curian effective 2/18/04. Effective 5/1/2006, the JNY version
was merged into the JNL version.
|
All
|
JNL/Mellon
Capital Management Bond Index Fund
|
All
|
|
JNL/ Mellon Capital
Management Communications Sector Fund
|
Subadvisor
changed from Curian effective 2/18/04
|
All
|
JNL/
Mellon Capital Management Consumer Brands Sector Fund
|
Subadvisor
changed from Curian effective 2/18/04
|
All
|
JNL/
Mellon Capital Management Oil & Gas Sector
Fund
|
Subadvisor
changed from Curian effective 2/18/04. Name changed from
JNL/Mellon Capital Management Energy Sector Fund on 5/2/05
|
All
|
JNL/Mellon
Capital Management European 30 Fund
|
New
10/6/2008
|
All
|
JNL/
Mellon Capital Management Financial Sector Fund
|
Subadvisor
changed from Curian effective 2/18/04
|
All
|
JNL/Mellon
Capital Management International Index Fund
|
All
|
|
JNL/Mellon
Capital Management Index 5 Fund
|
New
4/30/2007
|
All
|
JNL/
Mellon Capital Management JNL 5 Fund
|
Effective
10/4/04. On 4/30/2007 the JNL/ Mellon Capital Management
Dowsm
10 Fund, the JNL/ Mellon Capital Management S&P® 10 Fund, and the JNL/
Mellon Capital Management Global 15 Fund were merged with this
fund.
|
All
|
JNL/Mellon
Capital Management JNL Optimized 5 Fund
|
New
5/1/2006
|
All
|
JNL/
Mellon Capital Management Healthcare Sector Fund
|
Subadvisor
changed from Curian effective 2/18/04. Name changed from
JNL/Mellon Capital Management Pharmaceutical/Healthcare Sector Fund on
5/2/05
|
All
|
JNL/Mellon
Capital Management NYSE®
International 25 Fund
|
New
4/30/2007.
|
All
|
JNL/Mellon
Capital Management Pacific Rim 30 Fund
|
New
10/6/2008
|
All
|
JNL/Mellon
Capital Management S&P ®
XXxx 60 Fund
|
New
4/30/2007.
|
All
|
JNL/Mellon
Capital Management S&P 400 Mid Cap Index Fund
|
Subadvisor
was Curian between 12/15/03 and 2/18/04 and Mellon Capital Management
prior to 12/15/03
|
All
|
JNL/Mellon
Capital Management S&P 500 Index Fund
|
Subadvisor
was Curian between 12/15/03 and 2/18/04 and Mellon Capital Management
prior to 12/15/03; Effective 4/6/2009, the JNL/Mellon Capital Management
Enhanced S&P 500 Stock Index Fund was merged into this fund; Effective
9/28/2009, the JNL/PPM America Core Equity Fund was merged into this
fund.
|
All
|
JNL/
Mellon Capital Management Select Small-Cap Fund
|
Subadvisor
changed from Curian effective 2/18/04. Effective 5/1/2006, the
JNY version was merged into the JNL version.
|
All
|
JNL/Mellon
Capital Management Small Cap Index Fund
|
Subadvisor
was Curian between 12/15/03 and 2/18/04 and Mellon Capital Management
prior to 12/15/03; Effective 4/6/2009, the JNL/Lazard Small Cap Equity
Fund was merged into this fund.
|
All
|
JNL/
Mellon Capital Management Technology Sector Fund
|
Subadvisor
changed from Curian effective 2/18/04
|
All
|
JNL/Mellon
Capital Management Xxx XX
Dividend
|
New
1/17/2006
|
All
|
JNL/Mellon
Capital Management S&P ®
24 Fund
|
New
5/1/2006
|
All
|
JNL/
Mellon Capital Management VIP Fund
|
New
10/4/2004
|
All
|
JNL/Mellon
Capital Mgmt Nasdaq® 25 Fund
|
New
10/4/2004. Name changed from JNL/Mellon Capital Management
Nasdaq® 15 Fund effective 12/3/2007.
|
All
|
JNL/Mellon
Capital Mgmt Value Line ® 30 Fund
|
Effective
10/4/2004. Name changed from JNL/Mellon Capital Management
Value Line ® 25 Fund effective 12/3/2007.
|
All
|
JNL/Mellon
Capital Management Global Alpha Fund
|
New
9/28/2009
|
All
|
JNL/Xxxxxxxxxxx
Global Growth Fund
|
All
|
|
JNL/XXX
Asia ex-Japan Fund
|
New
3/31/2008
|
All
|
JNL/XXX
China-India Fund
|
New
3/31/2008
|
All
|
JNL/PIMCO
Real Return
|
New
1/16/2007
|
All
|
JNL/PIMCO
Total Return Bond Fund
|
All
|
|
JNL/
PPM America High Yield Bond Fund
|
Effective
10/4/04. JNL/PPM America High Yield Bond Fund was merged into this on
10/4/04. Name changed from JNL/Salomon Brothers High Yield Bond Fund
effective 5/1/2006, from JNL/Western High Yield Bond Fund effective
1/16/2007, and from JNL/Western Asset High Yield Bond Fund effective
4/30/2007.
|
All
|
JNL/PPM
America Mid-Cap Value Fund
|
New
3/31/2008
|
All
|
JNL/PPM
America Small Cap Value Fund
|
New
3/31/2008
|
All
|
JNL/PPM
America Value Equity
|
Name
changed from JNL/Xxxxxx Value Equity Fund effective
1/16/2007
|
All
|
JNL/Red
Rocks Listed Private Equity Fund
|
New
10/6/2008
|
All
|
JNL/S&P
Disciplined Moderate
|
New
1/16/2007
|
All
|
JNL/S&P
Disciplined Moderate Growth
|
New
1/16/2007
|
All
|
JNL/S&P
Disciplined Growth
|
New
1/16/2007
|
All
|
JNL/S&P
Managed Growth Fund
|
Prior
to 10/4/04 named JNL/S&P Moderate Growth Fund I. On 10/4/04 merged
with JNL/S&P Core Index 100 Fund; Effective 9/28/2009, the JNL/S&P
Retirement 2020 Fund and the JNL/S&P Retirement 2025 Fund was merged
into this fund.
|
All
|
JNL/S&P
Managed Aggressive Growth Fund
|
Prior
to 10/4/04 named JNL/S&P Aggressive Growth Fund I. On 10/4/04 merged
with JNL/S&P Equity Growth Fund I, JNL/S&P Equity Aggressive
Growth Fund I, JNL/S&P Very Aggressive Growth Fund I,
JNL/S&P Core Index 50 Fund, and JNL/S&P Core Index 75
Fund
|
All
|
JNL/S&P
Managed Conservative Fund
|
New 10/4/04
|
All
|
JNL/S&P
Managed Moderate Fund
|
New 10/4/04
– Effective 9/28/2009, the JNL/S&P Retirement Income Fund was merged
into this fund.
|
All
|
JNL/S&P
Managed Moderate Growth Fund
|
Prior
to 10/4/04 named JNL/S&P Conservative Growth Fund I – Effective
9/28/2009, the JNL/S&P Retirement 2015 Fund was merged into this
fund.
|
All
|
JNL/S&P
Competitive Advantage Fund
|
New
12/3/2007
|
All
|
JNL/S&P
Dividend Income & Growth Fund
|
New
12/3/2007
|
All
|
JNL/S&P
Intrinsic Value Fund
|
New
12/3/2007
|
All
|
JNL/S&P
Total Yield Fund
|
New
12/3/2007
|
All
|
JNL/S&P
4 Fund
|
New
12/3/2007
|
All
|
JNL/Select
Balanced Fund
|
Prior
to 10/4/04 named JNL/PPM America Balanced Fund
|
All
|
JNL/Select
Money Market Fund
|
Prior
to 10/4/04 named JNL/PPM America Money Market Fund
|
All
|
JNL/Select
Value Fund
|
Prior
to 10/4/04 named PPM JNL/PPM America Value Fund
|
All
|
JNL/X.
Xxxx Price Established Growth Fund
|
JNL/Alliance
Capital Growth Fund was merged with this fund 5/2/05. JNL/Xxxxx Growth
Fund and JNL/Xxxxxxxxxxx Growth Fund were merged with this fund on
4/30/2007.
|
All
|
JNL/X.
Xxxx Price Mid-Cap Growth Fund
|
All
|
|
JNL/X.
Xxxx Price Value Fund
|
All
|
|
JNL
General Account
|
||
Guaranteed
Five Year Fixed
|
All
but Focus
|
|
Guaranteed
One Year Fixed
|
All
|
|
Guaranteed
Seven Year Fixed
|
All
but Focus
|
|
Guaranteed
Three Year Fixed
|
All
but Focus
|
|
S&P
500 Composite Stock Price Index – 9 Year Period
|
Only
available prior to 10/4/04
|
Perspective
II
|
JNL NY Ace 2003 Treaty Schedule B-2
Amendment # 13