EX-7r AMENDMENT NO. 18 to the VARIABLE ANNUITY GMIB REINSURANCE AGREEMENT Effective January 1, 2002 Between JACKSON NATIONAL LIFE INSURANCE COMPANY (“CEDING COMPANY”) and ACE TEMPEST LIFE REINSURANCE LTD. (“REINSURER”)
EX-7r
AMENDMENT
NO. 18
to
the
Effective
January 1, 2002
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 and 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 #16, is hereby replaced by
the attached Schedule B-2.
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Xxxxxxx
National Life Insurance
Company ACE
Tempest Life Reinsurance Ltd.
By ____Lisa
X. Xxxxx
____________ 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 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
but Fifth Third
|
|
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
|
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 Global 15 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
10/4/04
|
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 ®
24 Fund
|
New
5/1/2006
|
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
|
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 Dowsm
10 Fund
|
Name
changed from JNL/Mellon Capital Management The Dow 10 effective
1/17/2006
|
All
|
|
JNL/
Mellon Capital Management S&P® 10 Fund
|
Name
changed from JNL/Mellon Capital Management The S&P 10 effective
1/17/2006
|
All
|
|
JNL/
Mellon Capital Management VIP Fund
|
Effective
10/4/2004
|
All
|
|
JNL/Mellon
Capital Mgmt Nasdaq® 25 Fund
|
Effective
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
but Fifth Third
|
|
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
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
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
|
Effective
10/4/04
|
All
|
|
JNL/S&P
Managed Moderate Fund
|
Effective
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
|
|
|
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 Focus
|
|
|
12
Month DCA
|
All
|
|
|
6
Month DCA
|
All
|
|
|
Guaranteed
One Year Fixed
|
All
|
|
|
Guaranteed
Seven Year Fixed
|
All
but Focus
|
|
|
Guaranteed
Three Year Fixed
|
All
|
|
|
S&P
500 Composite Stock Price Index – 9 Year Period
|
Only
available prior to 10/4/04
|
Perspective
II and Fifth Third
|
JNL
Ace 2002 Treaty Schedule B-2 Amendment # 18
