AMENDMENT NO. 14
EX-7g
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.
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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
|
