AMENDMENT NO. 14 to the VARIABLE ANNUITY GMIB REINSURANCE AGREEMENT Effective March 1, 2005 Between JACKSON NATIONAL LIFE INSURANCE COMPANY (“CEDING COMPANY”) and ACE TEMPEST LIFE REINSURANCE LTD. (“REINSURER”)
EX-7s
AMENDMENT
NO. 14
to
the
Effective
March 1, 2005
Between
XXXXXXX
NATIONAL LIFE INSURANCE COMPANY
(“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 mergers,
to add new Guaranteed Minimum Death Benefit forms that were effective
retroactively from 10/6/2008 to 4/5/2009 and to add the Reduced Administration
Charge Endorsement that is effective 9/28/2009. To effect these changes, the
following provision of this Agreement is hereby amended:
|
§
|
Schedule
B-1, Contracts Subject
to this Reinsurance Agreement, amendment # 12, is hereby replaced
by the attached Schedule B-1.
|
|
§
|
Schedule
B-2, Subaccounts Subject to this
Reinsurance Agreement, amendment # 12, is hereby replaced by
the attached Schedule B-2.
|
|
§
|
Schedule
D, QUARTERLY REINSURANCE
PREMIUM RATE, Amendment # 13, is hereby replaced
by the attached Schedule X.
|
Xxxxxxx
National Life Insurance
Company ACE
Tempest Life Reinsurance Ltd.
By ___Lisa
C. Drake_
____________________ By ____Huan
Tseng_ __________________
Name
_Lisa C. Drake_
____________________ Name
__Huan Xxxxx __ _________________
Title _SVP
& Chief Actuary_
______________ Title ___SVP
& Chief Pricing Officer ______
Date __9/29/2009________________________ Date
___9/24/09 ________________________
SCHEDULE
B-1
ANNUITY
CONTRACTs Subject to this Reinsurance Agreement
Perspective
II and Fifth Third Perspective II
|
·
|
VA220 is an individual
flexible premium variable and fixed
annuity
|
|
·
|
VA220G is a group
flexible premium variable and fixed
annuity
|
|
·
|
This
product has two Contract options:
|
|
·
|
Separate
Account Investment Division option
and
|
|
·
|
Fixed Account
Option.
|
A)
Separate Account Investment Division Option
|
·
|
This
option allows the Owner to allocate Premiums and earnings to one or more
Investment Divisions of the Separate
Account.
|
|
·
|
Separate
Account I is used for this
Contract.
|
|
·
|
The
Separate Account invests in shares of one of the corresponding Series of
the underlying fund of the JNL Series Trust and JNL Variable Fund LLC (see
Schedule B-2).
|
B)
Guaranteed Minimum Income Benefits
Form
Number* Policy
Description
|
7454
|
FutureGuard
effective 10/4/2004
|
|
7485
|
FutureGuard
effective 5/2/2005
|
|
7485A
WA
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7485A
WA Unisex
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7524
|
6%
Roll-up GMIB with Annual Reset, effective
12/3/2007
|
|
7524A
WA
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7524
A WA Unisex
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7551
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008
|
|
7551A
WA
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
|
7551A
WA Unisex
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
C)
Optional Benefits
Form
Number* Policy
Description
7360 Earnings
Protection Benefit effective 10/4/2004
7461 Death
Benefit Option (4% Rollup) effective 10/4/2004
7476 Death
Benefit Option (4% Rollup) effective 5/2/2005
7463 Death
Benefit Option (5% Rollup) effective 10/4/2004
7475 Death
Benefit Option (5% Rollup) effective 5/2/2005
7470 Death
Benefit Option (HAV) effective 10/4/2004
7512 Death
Benefit Option (HAV) effective 1/16/2007
7462 Death
Benefit Option (Comb HAV and 4% Rollup) effective 10/4/2004
7479 Death
Benefit Option (Comb HAV and 4% Rollup) effective 5/2/2005
7464 Death
Benefit Option (Comb HAV and 5% Rollup) effective 10/4/2004
7478 Death
Benefit Option (Comb HAV and 5% Rollup) effective 5/2/2005
7513 Death
Benefit Option (Comb HAV and 5% Rollup) effective 1/16/2007
7557 Death
Benefit Option (5% Rollup) effective 10/6/2008
7559 Death
Benefit Option (6% Rollup) effective 10/6/2008
7556 Death
Benefit Option (HQV) effective 10/6/2008
7558 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7560 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008
7603 Death
Benefit Option (HQV) effective 10/6/2008
7604 Death
Benefit Option (5% Rollup) effective 10/6/2008
7605 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7606 Death
Benefit Option (6% Rollup) effective 10/6/2008
7607 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008
7595 Death
Benefit Option (HQV) effective 4/6/2009
7596 Death
Benefit Option (5% Rollup) effective 4/6/2009
7598 Death
Benefit Option (6% Rollup) effective 4/6/2009
7597 Death
Benefit Option (Comb HQV and 5% Rollup) effective 4/6/2009
7599 Death
Benefit Option (Comb HQV and 6% Rollup) effective 4/6/2009
7349 20%
Additional Free Withdrawal
7465 Shortened
W/D Charge Period (5 years) effective 10/4/2004
|
7466
|
Shortened
W/D Charge Period (3 years) effective 10/4/2004 - not available for
contracts issued after 4/30/2006
|
7346
03/03 Premium
Credit (4%)
7348
03/03 Premium
Credit (2%)
7352
03/03 Premium
Credit (3%)
7507 Premium
Credit (5%)
7380 Reduced
Administration Charge
7536 Reduced
Administration Charge endorsement effective 9/28/2009
Washington
State Only
7471WA Death
Benefit Option (3% Rollup) effective 10/4/2004
7481WA Death
Benefit Option (3% Rollup) effective 5/2/2005
7472WA Death
Benefit Option (Comb HAV and 3% Rollup) effective 10/4/2004
7482WA Death
Benefit Option (Comb HAV and 3% Rollup) effective 5/2/2005
7515WA Death
Benefit Option (Comb HAV and 3% Rollup) effective 1/16/2007
7556AWA Death
Benefit Option (HQV) effective 10/6/2008
7564AWA Death
Benefit Option (3% Rollup) effective 10/6/2008
7565AWA Death
Benefit Option (Comb HQV and 3% Rollup) effective 10/6/2008
7603AWA Death
Benefit Option (HQV) effective 10/6/2008
7610AWA Death
Benefit Option (3% Rollup) effective 10/6/2008
7611AWA Death
Benefit Option (Comb HQV and 3% Rollup) effective 10/6/2008
7595AWA Death
Benefit Option (HQV) effective 4/6/2009
7600AWA Death
Benefit Option (3% Rollup) effective 4/6/2009
7601AWA Death Benefit Option (Comb
HQV and 3% Rollup) effective 4/6/2009
Perspective
A Series
|
·
|
VA230 is an individual
flexible premium variable and fixed
annuity
|
|
·
|
VA230G is a group
flexible premium variable and fixed
annuity
|
A)
Separate Account Investment Division Option
|
·
|
This
option allows the Owner to allocate Premiums and earnings to one or more
Investment Divisions of the Separate
Account.
|
|
·
|
Separate
Account I is used for this
Contract.
|
|
·
|
The
Separate Account invests in Class A shares of one of the corresponding
Series of the underlying fund of the JNL Series Trust and JNL Variable
Fund LLC (see Schedule B-2).
|
B)
Guaranteed Minimum Income Benefits
Form
Number* Policy
Description
7485 FutureGuard
|
7485A
WA
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7485A
WA Unisex
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7524
|
6%
Roll-up GMIB with Annual Reset, effective
12/3/2007
|
|
7524A
WA
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7524
A WA Unisex
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7551
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008
|
|
7551A
WA
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
|
7551A
WA Unisex
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
C)
Optional Benefits
Form
Number* Policy
Description
7360 Earnings
Protection
7474 Death
Benefit Option (Return of Premium)
7475 Death
Benefit Option (5% Rollup)
7476 Death
Benefit Option (4% Rollup)
7477 Death
Benefit Option (Highest Anniversary Value)
7512 Death
Benefit Option (Highest Anniversary Value) effective 1/16/2007
7478 Death
Benefit Option (Comb HAV and 5% Rollup)
7513 Death
Benefit Option (Comb HAV and 5% Rollup) effective 1/16/2007
7479 Death
Benefit Option (Comb HAV and 4% Rollup)
7557 Death
Benefit Option (5% Rollup) effective 10/6/2008
7559 Death
Benefit Option (6% Rollup) effective 10/6/2008
7556 Death
Benefit Option (HQV) effective 10/6/2008
7558 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7560 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008
7603 Death
Benefit Option (HQV) effective 10/6/2008
7604 Death
Benefit Option (5% Rollup) effective 10/6/2008
7605 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7606 Death
Benefit Option (6% Rollup) effective 10/6/2008
7607 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008
7595 Death
Benefit Option (HQV) effective 4/6/2009
7596 Death
Benefit Option (5% Rollup) effective 4/6/2009
7598 Death
Benefit Option (6% Rollup) effective 4/6/2009
7597 Death
Benefit Option (Comb HQV and 5% Rollup) effective 4/6/2009
7599 Death
Benefit Option (Comb HQV and 6% Rollup) effective 4/6/2009
7507 Premium
Credit (5%)
7536 Reduced
Administration Charge endorsement effective 9/28/2009
Washington
State Only
7481WA Death
Benefit Option (3% Rollup)
7482WA Death
Benefit Option (Comb HAV and 3% Rollup)
7515WA Death
Benefit Option (Comb HAV and 3% Rollup) effective 1/16/2007
7556AWA Death
Benefit Option (HQV) effective 10/6/2008
7564AWA Death
Benefit Option (3%) effective 10/6/2008
7565AWA Death Benefit Option
(Comb HQV and 3% Rollup)
effective 10/6/2008
7603AWA Death
Benefit Option (HQV) effective 10/6/2008
7610AWA Death
Benefit Option (3% Rollup) effective 10/6/2008
7611AWA Death
Benefit Option (Comb HQV and 3% Rollup) effective 10/6/2008
7595AWA Death
Benefit Option (HQV) effective 4/6/2009
7600AWA Death
Benefit Option (3% Rollup) effective 4/6/2009
7601AWA Death Benefit Option (Comb
HQV and 3% Rollup) effective 4/6/2009
Perspective
L Series
|
·
|
VA210 is an individual
flexible premium variable and fixed
annuity
|
|
·
|
VA210G is a group
flexible premium variable and fixed
annuity
|
A)
Separate Account Investment Division Option
|
·
|
This
option allows the Owner to allocate Premiums and earnings to one or more
Investment Divisions of the Separate
Account.
|
|
·
|
Separate
Account I is used for this
Contract.
|
|
·
|
The
Separate Account invests in Class A shares of one of the corresponding
Series of the underlying fund of the JNL Series Trust and JNL Variable
Fund LLC (see Schedule B-2).
|
B)
Guaranteed Minimum Income Benefits
Form
Number* Policy
Description
7485 FutureGuard
|
7485A
WA
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7485A
WA Unisex
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7524
|
6%
Roll-up GMIB with Annual Reset, effective
12/3/2007
|
|
7524A
WA
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7524
A WA Unisex
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7551
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008
|
|
7551
A WA
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
|
7551
A WA Unisex
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
C)
Optional Benefits
Form
Number* Policy
Description
7346
03/03 Premium
Credit (4%)
7348
03/03 Premium
Credit (2%)
7352
03/03 Premium
Credit (3%)
7507 Premium
Credit (5%)
7360 Earnings
Protection
7380 Reduced
Administration Charge
7470 Death
Benefit Option (Highest Anniversary Value)
7512 Death
Benefit Option (Highest Anniversary Value) effective 1/16/2007
7475 Death
Benefit Option (5% Rollup)
7476 Death
Benefit Option (4% Rollup)
7478 Death
Benefit Option (Comb HAV and 5% Rollup)
7513 Death
Benefit Option (Comb HAV and 5% Rollup) effective 1/16/2007
7479 Death
Benefit Option (Comb HAV and 4% Rollup)
7557 Death
Benefit Option (5% Rollup) effective 10/6/2008
7559 Death
Benefit Option (6% Rollup) effective 10/6/2008
7556 Death
Benefit Option (HQV) effective 10/6/2008
7558 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7560 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008
7603 Death
Benefit Option (HQV) effective 10/6/2008
7604 Death
Benefit Option (5% Rollup) effective 10/6/2008
7605 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7606 Death
Benefit Option (6% Rollup) effective 10/6/2008
7607 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008 7595Death Benefit Option (HQV) effective
4/6/2009
7596 Death
Benefit Option (5% Rollup) effective 4/6/2009
7598 Death
Benefit Option (6% Rollup) effective 4/6/2009
7597 Death
Benefit Option (Comb HQV and 5% Rollup) effective 4/6/2009
7599 Death
Benefit Option (Comb HQV and 6% Rollup) effective 4/6/2009
7536 Reduced
Administration Charge endorsement effective 9/28/2009
Washington
State Only
7481WA Death
Benefit Option (3% Rollup)
7482WA Death
Benefit Option (Comb HAV and 3% Rollup)
7515WA Death
Benefit Option (Comb HAV and 3% Rollup) effective 1/16/2007
7556AWA Death
Benefit Option (HQV) effective 10/6/2008
7564AWA Death
Benefit Option (3%) effective 10/6/2008
7565AWA Death Benefit Option
(Comb HQV and 3% Rollup) effective 10/6/2008
7603AWA Death
Benefit Option (HQV) effective 10/6/2008
7610AWA Death
Benefit Option (3% Rollup) effective 10/6/2008
7611AWA Death
Benefit Option (Comb HQV and 3% Rollup) effective 10/6/2008
7595AWA Death
Benefit Option (HQV) effective 4/6/2009
7600AWA Death
Benefit Option (3% Rollup) effective 4/6/2009
7601AWA Death
Benefit Option (Comb HQV and 3% Rollup) effective 4/6/2009
Perspective
Advisors II
|
·
|
VA410 is an individual
flexible premium variable and fixed
annuity
|
|
·
|
VA410G is a group
flexible premium variable and fixed
annuity
|
A)
Separate Account Investment Division Option
|
·
|
This
option allows the Owner to allocate Premiums and earnings to one or more
Investment Divisions of the Separate
Account.
|
|
·
|
Separate
Account I is used for this
Contract.
|
|
·
|
The
Separate Account invests in shares of one of the corresponding Series of
the underlying fund of the JNL Series Trust and JNL Variable Fund
LLC. Share class is the 12b-1-share class. (see Schedule
B-2).
|
B)
Guaranteed Minimum Income Benefits
Form
Number* Policy
Description
7485 FutureGuard
|
7485A
WA
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7485A
WA Unisex
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7524
|
6%
Roll-up GMIB with Annual Reset, effective
12/3/2007
|
|
7524A
WA
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7524
A WA Unisex
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7551
|
6%
Roll-up GMIB with Annual Reset & No Cap, effective
10/6/2008
|
|
7551A
WA
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
|
7551A
WA Unisex
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
C)
Optional Benefits
Form
Number* Policy
Description
7360 Earnings
Protection
7460 Premium
Credit (2%)
7470 Death
Benefit Option (Highest Anniversary Value)
7512 Death
Benefit Option (Highest Anniversary Value) effective 1/16/2007
7475 Death
Benefit Option (5% Rollup)
7476 Death
Benefit Option (4% Rollup)
7478 Death
Benefit Option (Comb HAV and 5% Rollup)
7513 Death
Benefit Option (Comb HAV and 5% Rollup) effective 1/16/2007
7479 Death
Benefit Option (Comb HAV and 4% Rollup)
7557 Death
Benefit Option (5% Rollup) effective 10/6/2008
7559 Death
Benefit Option (6% Rollup) effective 10/6/2008
7556 Death
Benefit Option (HQV) effective 10/6/2008
7558 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7560 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008
7603 Death
Benefit Option (HQV) effective 10/6/2008
7604 Death
Benefit Option (5% Rollup) effective 10/6/2008
7605 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7606 Death
Benefit Option (6% Rollup) effective 10/6/2008
7607 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008
7595 Death
Benefit Option (HQV) effective 4/6/2009
7596 Death
Benefit Option (5% Rollup) effective 4/6/2009
7598 Death
Benefit Option (6% Rollup) effective 4/6/2009
7597 Death
Benefit Option (Comb HQV and 5% Rollup) effective 4/6/2009
7599 Death
Benefit Option (Comb HQV and 6% Rollup) effective 4/6/2009
Washington
State Only
7471WA Death
Benefit Option (3% Rollup) effective 10/4/2004
7472WA Death
Benefit Option (Comb HAV and 3% Rollup) effective 10/4/2004
7481WA Death
Benefit Option (3% Rollup) effective 5/2/2005
7482WA Death
Benefit Option (Comb HAV and 3% Rollup) effective 5/2/2005
7515WA Death
Benefit Option (Comb HAV and 3% Rollup) effective 1/16/2007
7556AWA Death
Benefit Option (HQV) effective 10/6/2008
7564AWA Death
Benefit Option (3%) effective 10/6/2008
7565AWA Death Benefit Option
(Comb HQV and 3% Rollup)
effective 10/6/2008
7603AWA Death
Benefit Option (HQV) effective 10/6/2008
7610AWA Death
Benefit Option (3% Rollup) effective 10/6/2008
7611AWA Death
Benefit Option (Comb HQV and 3% Rollup) effective 10/6/2008
7595AWA Death
Benefit Option (HQV) effective 4/6/2009
7600AWA Death
Benefit Option (3% Rollup) effective 4/6/2009
7601AWA Death
Benefit Option (Comb HQV and 3% Rollup) effective 4/6/2009
Retirement
Latitudes
|
·
|
VA310 is an individual
flexible premium variable and fixed
annuity
|
|
·
|
VA310G is a group
flexible premium variable and fixed
annuity
|
A)
Separate Account Investment Division Option
|
·
|
This
option allows the Owner to allocate Premiums and earnings to one or more
Investment Divisions of the Separate
Account.
|
|
·
|
Separate
Account I is used for this
Contract.
|
|
·
|
The
Separate Account invests in Class A shares of one of the corresponding
Series of the underlying fund of the JNL Series Trust and JNL Variable
Fund LLC (see Schedule B-2).
|
B)
Guaranteed Minimum Income Benefits
Form
Number* Policy
Description
7485 FutureGuard
|
7485A
WA
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7485A
WA Unisex
|
FutureGuard
for Washington State effective
1/17/2006
|
|
7524
|
6%
Roll-up GMIB with Annual Reset, effective
12/3/2007
|
|
7524A
WA
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7524
A WA Unisex
|
6%
Roll-up GMIB with Annual Reset for Washington
state,
|
|
|
effective
12/3/2007
|
|
7551
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008
|
|
7551A
WA
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
|
7551A
WA Unisex
|
6%
Roll-up GMIB with Annual Reset & No Cap,
effective 10/6/2008 for Washington
state
|
C)
Optional Benefits
Form
Number* Policy
Description
7500 Additional
Free Withdrawal Option (20% of Premium)
7360 Earnings
Protection
7470 Death
Benefit Option (Highest Anniversary Value)
7512 Death
Benefit Option (Highest Anniversary Value) effective 1/16/2007
7475 Death
Benefit Option (5% Rollup)
7478 Death
Benefit Option (Comb HAV and 5% Rollup)
7513 Death
Benefit Option (Comb HAV and 5% Rollup) effective 1/16/2007
7557 Death
Benefit Option (5% Rollup) effective 10/6/2008
7559 Death
Benefit Option (6% Rollup) effective 10/6/2008
7556 Death
Benefit Option (HQV) effective 10/6/2008
7558 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7560 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008
7603 Death
Benefit Option (HQV) effective 10/6/2008
7604 Death
Benefit Option (5% Rollup) effective 10/6/2008
7605 Death
Benefit Option (Comb HQV and 5% Rollup) effective 10/6/2008
7606 Death
Benefit Option (6% Rollup) effective 10/6/2008
7607 Death
Benefit Option (Comb HQV and 6% Rollup) effective 10/6/2008
7595 Death
Benefit Option (HQV) effective 4/6/2009
7596 Death
Benefit Option (5% Rollup) effective 4/6/2009
7598 Death
Benefit Option (6% Rollup) effective 4/6/2009
7597 Death
Benefit Option (Comb HQV and 5% Rollup) effective 4/6/2009
7599 Death
Benefit Option (Comb HQV and 6% Rollup) effective 4/6/20097346 03/03Premium Credit (4%)
7507 Premium
Credit (5%), effective 1/16/2007
7380 Reduced
Administration Charge
7499 Shorten
Withdrawal Charge Period to 4 Years
7536 Reduced
Administration Charge endorsement effective 9/28/2009
Washington
State Only
7481WA Death
Benefit Option (3% Rollup)
7482WA Death
Benefit Option (Comb HAV and 3% Rollup)
7515WA Death
Benefit Option (Comb HAV and 3% Rollup) effective 1/16/2007
7556AWA Death
Benefit Option (HQV) effective 10/6/2008
7564AWA Death
Benefit Option (3%) effective 10/6/2008
7565AWA Death Benefit Option
(Comb HQV and 3% Rollup)
effective 10/6/2008
7603AWA Death
Benefit Option (HQV) effective 10/6/2008
7610AWA Death
Benefit Option (3% Rollup) effective 10/6/2008
7611AWA Death
Benefit Option (Comb HQV and 3% Rollup) effective 10/6/2008
7595AWA Death
Benefit Option (HQV) effective 4/6/2009
7600AWA Death
Benefit Option (3% Rollup) effective 4/6/2009
7601AWA Death
Benefit Option (Comb HQV and 3% Rollup) effective 4/6/2009
*
Includes any state specific variation of the above-described forms as of the
EFFECTIVE DATE and any subsequent state specific variation, if such subsequent
state specific variation does not have any impact on the risk assumed by the
REINSURER. The CEDING COMPANY shall notify the REINSURER of any state specific
variation after the EFFECTIVE DATE which could have any impact on the risk
assumed by the REINSURER and such variation shall be treated the same as a
policy form change under Article IV, Section B, provided that the REINSURER
shall not unreasonably refuse to approve such subsequent state specific
variation.
JNL
ACE 2005 Treaty Schedule B-1 Amendment # 14
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
|
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
|
New
4/6/2009
|
All
but Retirement Latitudes
|
|
JNL
Institutional Alt 35
|
New
4/6/2009
|
All
but Retirement Latitudes
|
|
JNL
Institutional Alt 50
|
New
4/6/2009
|
All
but Retirement Latitudes
|
|
JNL
Institutional Alt 65
|
New
4/6/2009
|
All
but Retirement Latitudes
|
|
JNL/Ivy
Asset Strategy
|
New
9/28/2009
|
All
but Retirement Latitudes
|
|
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, JNL/Xxxxxx Mid-Cap Growth Fund
was 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
but Retirement Latitudes
|
|
JNL/Mellon
Capital Management 25 Fund
|
All
|
|
|
JNL/Mellon
Capital Management Bond Index Fund
|
All
|
|
|
JNL/Mellon
Capital Management Communications Sector Fund
|
All
but Retirement Latitudes
|
|
|
JNL/Mellon
Capital Management Consumer Brands Sector Fund
|
All
but Retirement Latitudes
|
|
|
JNL/Mellon
Capital Management Oil & Gas
Sector Fund
|
Name
changed from JNL/Mellon Capital Management Energy Sector Fund effective
5/2/2005
|
All
but Retirement Latitudes
|
|
JNL/Mellon
Capital Management European 30 Fund
|
New
10/6/2008
|
All
|
|
JNL/Mellon
Capital Management Financial Sector Fund
|
All
but Retirement Latitudes
|
|
|
JNL/Mellon
Capital Management Global 15 Fund
|
All
|
|
|
JNL/Mellon
Capital Management International Index Fund
|
All
|
|
|
JNL/Mellon
Capital Management Index 5 Fund
|
New
4/30/2007.
|
All
but Retirement Latitudes
|
|
JNL/Mellon
Capital Management JNL 5 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 effective 5/2/05
|
All
but Retirement Latitudes
|
|
JNL/Mellon
Capital Management NYSE®
International 25 Fund
|
New
4/30/2007.
|
All
but Retirement Latitudes
|
|
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
but Retirement Latitudes
|
|
JNL/Mellon
Capital Management S&P ®
24 Fund
|
New
5/1/2006
|
All
|
|
JNL/Mellon
Capital Management S&P 400 MidCap 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
|
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
but Retirement Latitudes
|
|
|
JNL/Mellon
Capital Management Xxx XX
Dividend
|
New
1/17/2006
|
All
|
|
JNL/Mellon
Capital Management The Dowsm
10 Fund
|
Name
changed effective 1/17/2006
|
All
|
|
JNL/Mellon
Capital Management The S&P® 10 Fund
|
Name
changed effective 1/17/2006
|
All
|
|
JNL/Mellon
Capital Management VIP Fund
|
All
|
|
|
JNL/Mellon
Capital Management Nasdaq®25
Fund
|
Name
changed from JNL/Mellon Capital Management Nasdaq®15
Fund effective 12/3/2007
|
All
|
|
JNL/Mellon
Capital Management 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
but Retirement Latitudes
|
|
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 (Exclusion
of Retirement Latitudes was lifted eff 10/6/08)
|
|
JNL/Red
Rocks Listed Private Equity Fund
|
New
10/6/2008
|
All
|
|
JNL/S&P
4 Fund
|
New
12/3/2007
|
All
|
|
JNL/S&P
Competitive Advantage Fund
|
New
12/3/2007
|
All
but Retirement Latitudes
|
|
JNL/S&P
Disciplined Moderate
|
New
1/16/2007
|
All
but Fifth Third
|
|
JNL/S&P
Disciplined Moderate Growth
|
New
1/16/2007
|
All
but Fifth Third
|
|
JNL/S&P
Disciplined Growth
|
New
1/16/2007
|
All
but Fifth Third
|
|
JNL/S&P
Dividend Income & Growth Fund
|
New
12/3/2007
|
All
but Retirement Latitudes
|
|
JNL/S&P
Intrinsic Value Fund
|
New
12/3/2007
|
All
but Retirement Latitudes
|
|
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
Total Yield Fund
|
New
12/3/2007
|
All
but Retirement Latitudes
|
|
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
|
|
|
Fifth
Third Balanced VIP Fund
|
Fund
no longer available for new investments effective 8/13/2007 and was
liquidated effective 10/12/2007
|
Fifth
Third Only
|
|
Fifth
Third Disciplined Value VIP Fund
|
Fund
no longer available for new investments effective 8/13/2007 and was
liquidated effective 10/12/2007
|
Fifth
Third Only
|
|
Fifth
Third Mid Cap VIP Fund
|
Fund
no longer available for new investments effective 8/13/2007 and was
liquidated effective 10/12/2007
|
Fifth
Third Only
|
|
Fifth
Third Quality Growth VIP Fund
|
Fund
no longer available for new investments effective 8/13/2007 and was
liquidated effective 10/12/2007
|
Fifth
Third Only
|
|
JNL General
Account
|
||
|
Guaranteed
Five Year Fixed
|
All
but Advisors II and Perspective A Series
|
|
|
12
Month DCA
|
All
|
|
|
6
Month DCA
|
All
|
|
|
Guaranteed
One Year Fixed
|
All
but Advisors II
|
|
|
Guaranteed
Seven Year Fixed
|
All
but Advisors II and Perspective A Series
|
|
|
Guaranteed
Three Year Fixed
|
All
but Advisors II and Perspective A
Series
|
|
JNL
ACE 2005 Treaty Schedule B-2 Amendment14
SCHEDULE
D
QUARTERLY
REINSURANCE PREMIUM RATE
The
QUARTERLY REINSURANCE PREMIUM RATE, subject to the terms and conditions of this
Agreement, is shown in the table below for each GMIB TYPE. It applies
to all CONTRACT TYPEs, and is guaranteed while the reinsurance coverage is in
effect.
|
GMIB TYPE Form
Number
|
Quarterly
Rate
|
If has
not elected GMDB forms 7557, 7558, 7559, 7560, 7596, 7597, 7598, 7599, 7604,
7605, 7606, 7607:
7454,
7485, 7400X XX, 0000X XX
Xnisex .XXXX
|
7524,
7500X XX, 0000X XX Xnisex
|
.XXXX
|
|
7551,
7500X XX, 0000X XX Xnisex
|
.XXXX
|
If has
elected GMDB forms 7557, 7558, 7559, 7560, 7596, 7597, 7598, 7599, 7604, 7605,
7606, 7607:
7454,
7485, 7400X XX, 0000X XX
Xnisex
..XXXX
|
7524,
7500X XX, 0000X XX Xnisex
|
.XXXX
|
|
7551,
7500X XX, 0000X XX Xnisex
|
.XXXX
|
|
|
JNL
ACE 2005 Treaty Schedule D Amendment #
14
|
