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-7e
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:
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§
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Schedule B-2, Subaccounts Subject to the Reinsurance Agreement, Amendment #13, is hereby replaced by the attached Schedule B-2.
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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
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Fund Name
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Comment
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Product Availability
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JNL/AIM International Growth Fund
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Named changed from JNL/Xxxxxx International Equity Fund effective 5/2/05 and from JNL/JPM International Equity Fund effective 12/3/2007
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All
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JNL/AIM Large Cap Growth Fund
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2/18/2004 merged with JNL/AIM Premier Equity II Fund
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All
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JNL/AIM Global Real Estate Fund
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New 5/2/05, Name changed from JNL/AIM Real Estate Fund effective 10/6/2008
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All
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JNL/AIM Small Cap Growth Fund
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All
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JNL/Capital Guardian Global Balanced Fund
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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.
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All
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JNL/Capital Guardian Global Diversified Research Fund
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Formerly JNL/Janus Global Equities Fund. Name changed from JNL/Select Global Growth Fund effective 12/3/2007
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All
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JNL/Capital Guardian International Small Cap Fund
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New 12/3/2007
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All
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JNL/Capital Guardian U.S. Growth Equity Fund
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Formerly JNL/Janus Aggressive Growth Fund. Name changed from JNL/Select Large Cap Growth Fund effective 12/3/2007
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All
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JNL/Credit Suisse Commodity Securities Fund
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New 1/16/2007 – Name changed from JNL/Credit Suisse Global Natural Resources effective 9/28/2009
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All
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JNL/Credit Suisse Long/Short
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New 1/16/2007
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All
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JNL/Eagle Core Equity Fund
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All
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JNL/Eagle Small Cap Equity Fund
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All
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JNL/Franklin Xxxxxxxxx Founding Strategy
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New 1/16/2007
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All
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JNL/Franklin Xxxxxxxxx Global Growth
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New 1/16/2007
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All
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JNL/Franklin Xxxxxxxxx Income Fund
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New 5/1/2006
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All
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JNL/Franklin Xxxxxxxxx Mutual Shares
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New 1/16/2007
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All
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JNL/Franklin Xxxxxxxxx Small Cap Value Fund
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New 5/2/05
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All
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JNL/ Xxxxxxx Sachs Core Plus Bond Fund
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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.
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All
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JNL/Xxxxxxx Xxxxx Mid Cap Value Fund
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New 5/2/05
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All
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JNL/Xxxxxxx Sachs Emerging Markets Debt Fund
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New 10/6/2008
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All
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JNL/X. Xxxx Price Short Term Bond Fund
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New 5/1/2006 – Name changed from JNL/Xxxxxxx Sachs Duration Bond Fund effective 9/28/2009
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All
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JNL Institutional Alt 20 Fund
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New 4/6/2009
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All
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JNL Institutional Alt 35 Fund
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New 4/6/2009
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All
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JNL Institutional Alt 50 Fund
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New 4/6/2009
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All
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JNL Institutional Alt 65 Fund
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New 4/6/2009
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All
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JNL/Ivy Asset Strategy
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New 9/28/2009
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All
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JNL/JPMorgan International Value Fund
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All
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JNL/JPMorgan Mid Cap Growth Fund
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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.
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All
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JNL/ JPMorgan U.S. Government & Quality Bond Fund
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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.
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All
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JNL/Lazard Emerging Markets Fund
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New 5/1/2006
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All
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JNL/Lazard Mid Cap Equity Fund
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Name changed from JNL/Lazard Mid Cap Value Fund effective 3/31/2008
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All
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JNL/M&G Global Basics Fund
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New 10/6/2008
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All
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JNL/M&G Global Leaders Fund
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New 10/6/2008
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All
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JNL/ Mellon Capital Management 10 x 10 Fund
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New 4/30/2007
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All
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JNL/ Mellon Capital Management 25 Fund
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Subadvisor changed from Curian effective 2/18/04. Effective 5/1/2006, the JNY version was merged into the JNL version.
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All
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JNL/Mellon Capital Management Bond Index Fund
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All
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JNL/ Mellon Capital Management Communications Sector Fund
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Subadvisor changed from Curian effective 2/18/04
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All
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JNL/ Mellon Capital Management Consumer Brands Sector Fund
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Subadvisor changed from Curian effective 2/18/04
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All
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JNL/ Mellon Capital Management Oil & Gas Sector Fund
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Subadvisor changed from Curian effective 2/18/04. Name changed from JNL/Mellon Capital Management Energy Sector Fund on 5/2/05
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All
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JNL/Mellon Capital Management European 30 Fund
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New 10/6/2008
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All
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JNL/ Mellon Capital Management Financial Sector Fund
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Subadvisor changed from Curian effective 2/18/04
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All
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JNL/Mellon Capital Management International Index Fund
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All
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JNL/Mellon Capital Management Index 5 Fund
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New 4/30/2007
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All
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JNL/ Mellon Capital Management JNL 5 Fund
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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.
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All
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JNL/Mellon Capital Management JNL Optimized 5 Fund
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New 5/1/2006
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All
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JNL/ Mellon Capital Management Healthcare Sector Fund
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Subadvisor changed from Curian effective 2/18/04. Name changed from JNL/Mellon Capital Management Pharmaceutical/Healthcare Sector Fund on 5/2/05
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All
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JNL/Mellon Capital Management NYSE® International 25 Fund
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New 4/30/2007.
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All
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JNL/Mellon Capital Management Pacific Rim 30 Fund
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New 10/6/2008
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All
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JNL/Mellon Capital Management S&P ® XXxx 60 Fund
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New 4/30/2007.
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All
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JNL/Mellon Capital Management S&P 400 Mid Cap Index Fund
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Subadvisor was Curian between 12/15/03 and 2/18/04 and Mellon Capital Management prior to 12/15/03
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All
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JNL/Mellon Capital Management S&P 500 Index Fund
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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.
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All
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JNL/ Mellon Capital Management Select Small-Cap Fund
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Subadvisor changed from Curian effective 2/18/04. Effective 5/1/2006, the JNY version was merged into the JNL version.
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All
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JNL/Mellon Capital Management Small Cap Index Fund
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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.
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All
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JNL/ Mellon Capital Management Technology Sector Fund
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Subadvisor changed from Curian effective 2/18/04
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All
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JNL/Mellon Capital Management Xxx XX Dividend
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New 1/17/2006
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All
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JNL/Mellon Capital Management S&P ® 24 Fund
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New 5/1/2006
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All
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JNL/ Mellon Capital Management VIP Fund
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New 10/4/2004
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All
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JNL/Mellon Capital Mgmt Nasdaq® 25 Fund
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New 10/4/2004. Name changed from JNL/Mellon Capital Management Nasdaq® 15 Fund effective 12/3/2007.
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All
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JNL/Mellon Capital Mgmt Value Line ® 30 Fund
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Effective 10/4/2004. Name changed from JNL/Mellon Capital Management Value Line ® 25 Fund effective 12/3/2007.
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All
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JNL/Mellon Capital Management Global Alpha Fund
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New 9/28/2009
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All
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JNL/Xxxxxxxxxxx Global Growth Fund
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All
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JNL/XXX Asia ex-Japan Fund
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New 3/31/2008
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All
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JNL/XXX China-India Fund
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New 3/31/2008
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All
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JNL/PIMCO Real Return
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New 1/16/2007
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All
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JNL/PIMCO Total Return Bond Fund
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All
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JNL/ PPM America High Yield Bond Fund
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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.
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All
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JNL/PPM America Mid-Cap Value Fund
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New 3/31/2008
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All
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JNL/PPM America Small Cap Value Fund
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New 3/31/2008
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All
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JNL/PPM America Value Equity
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Name changed from JNL/Xxxxxx Value Equity Fund effective 1/16/2007
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All
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JNL/Red Rocks Listed Private Equity Fund
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New 10/6/2008
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All
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JNL/S&P Disciplined Moderate
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New 1/16/2007
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All
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JNL/S&P Disciplined Moderate Growth
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New 1/16/2007
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All
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JNL/S&P Disciplined Growth
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New 1/16/2007
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All
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JNL/S&P Managed Growth Fund
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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.
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All
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JNL/S&P Managed Aggressive Growth Fund
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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
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All
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JNL/S&P Managed Conservative Fund
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New 10/4/04
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All
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JNL/S&P Managed Moderate Fund
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New 10/4/04 – Effective 9/28/2009, the JNL/S&P Retirement Income Fund was merged into this fund.
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All
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JNL/S&P Managed Moderate Growth Fund
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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.
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All
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JNL/S&P Competitive Advantage Fund
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New 12/3/2007
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All
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JNL/S&P Dividend Income & Growth Fund
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New 12/3/2007
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All
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JNL/S&P Intrinsic Value Fund
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New 12/3/2007
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All
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JNL/S&P Total Yield Fund
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New 12/3/2007
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All
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JNL/S&P 4 Fund
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New 12/3/2007
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All
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JNL/Select Balanced Fund
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Prior to 10/4/04 named JNL/PPM America Balanced Fund
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All
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JNL/Select Money Market Fund
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Prior to 10/4/04 named JNL/PPM America Money Market Fund
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All
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JNL/Select Value Fund
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Prior to 10/4/04 named PPM JNL/PPM America Value Fund
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All
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JNL/X. Xxxx Price Established Growth Fund
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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.
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All
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JNL/X. Xxxx Price Mid-Cap Growth Fund
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All
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JNL/X. Xxxx Price Value Fund
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All
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JNL General Account
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Guaranteed Five Year Fixed
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All but Focus
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Guaranteed One Year Fixed
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All
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Guaranteed Seven Year Fixed
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All but Focus
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Guaranteed Three Year Fixed
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All but Focus
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S&P 500 Composite Stock Price Index – 9 Year Period
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Only available prior to 10/4/04
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Perspective II
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JNL NY Ace 2003 Treaty Schedule B-2 Amendment # 13
