AMENDMENT NO. 12 to the VARIABLE ANNUITY GMIB REINSURANCE AGREEMENT Effective March 1, 2005 Between JACKSON NATIONAL LIFE INSURANCE COMPANY of NEW YORK (“CEDING COMPANY”) and ACE TEMPEST LIFE REINSURANCE LTD. (“REINSURER”)
EX-7m
AMENDMENT
NO. 12
to
the
Effective
March 1, 2005
Between
XXXXXXX
NATIONAL LIFE INSURANCE COMPANY of NEW YORK
(“CEDING
COMPANY”)
and
ACE
TEMPEST LIFE REINSURANCE LTD.
(“REINSURER”)
Effective
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, to show fund name
changes and to show fund mergers. To effect these changes, the following
provision of this Agreement is hereby amended:
§
|
Schedule
B-2, Subaccounts Subject to this
Reinsurance Agreement, Amendment # 11, is hereby replaced by the
attached Schedule B-2.
|
Xxxxxxx
National Life
Insurance ACE
Tempest Life Reinsurance Ltd.
Company
of New York
By ___Lisa
X. Xxxxx
____________________ By ____Huan
Tseng_ ____________________
Name _
Xxxx X.
Drake____________________ Name
__Huan Tseng_ ____________________
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 on 5/2/05 and from
JNL/JPM International Equity Fund on 12/3/2007
|
All
|
JNL/AIM
Large Cap Growth 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
|
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
|
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
|
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
|
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 Emerging Markets Debt Fund
|
New
10/6/2008
|
All
|
JNL/Xxxxxxx
Sachs Mid Cap Value Fund
|
New
5/2/05
|
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
|
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 was merged into 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
|
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
|
All
|
|
JNL/Mellon
Capital Management Consumer Brands Sector Fund
|
All
|
|
JNL/Mellon
Capital Management Oil & Gas
Sector Fund
|
Name
changed from JNL/Mellon Capital Management Energy Sector Fund on
5/2/2005
|
All
|
JNL/Mellon
Capital Management European 30 Fund
|
New
10/6/2008
|
All
|
JNL/Mellon
Capital Management Financial Sector Fund
|
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
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 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
|
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 ®
24 Fund
|
New
5/1/2006
|
All
|
JNL/Mellon
Capital Management S&P 400 Mid Cap Index Fund
|
All
|
|
JNL/Mellon
Capital Management S&P 500 Index Fund
|
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
|
Effective
5/1/2006, the JNY version was merged into the JNL version.
|
All
|
JNL/Mellon
Capital Management Small Cap Index Fund
|
Effective
4/6/2009, the JNL/Lazard Small Cap Equity Fund was merged into this
fund.
|
All
|
JNL/Mellon
Capital Management Technology Sector Fund
|
All
|
|
JNL/Mellon
Capital Management Xxx XX
Dividend
|
New
1/17/2006
|
All
|
JNL/Mellon
Capital Management VIP Fund
|
All
|
|
JNL/Mellon
Capital Mgmt Nasdaq 25® Fund
|
Name
changed from JNL/Mellon Capital Nasdaq® 15 Fund effective
12/3/2007
|
All
|
JNL/Mellon
Capital Mgmt Value Line 30® Fund
|
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
|
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
|
Effective
9/28/2009, the JNL/S&P Retirement 2020 Fund and the JNL/S&P
Retirement 2025 Fund were merged into this fund
|
All
|
JNL/S&P
Managed Aggressive Growth Fund
|
All
|
|
JNL/S&P
Managed Conservative Fund
|
All
|
|
JNL/S&P
Managed Moderate Fund
|
Effective
9/28/2009, the JNL/S&P Retirement Income Fund was merged into this
fund.
|
All
|
JNL/S&P
Managed Moderate Growth Fund
|
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
|
All
|
|
JNL/Select
Money Market Fund
|
All
|
|
JNL/Select
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 Perspective A Series and Advisors II
|
|
Guaranteed
One Year Fixed
|
All
but Advisors II
|
|
Guaranteed
Seven Year Fixed
|
All
but Perspective A Series and Advisors II
|
|
Guaranteed
Three Year Fixed
|
All
but Perspective A Series and Advisors II
|
|
12
Month DCA
|
All
|
|
6
Month DCA
|
All
|
JNL
NY ACE 2005 Treaty Schedule B-2 Amendment #12