Transamerica I-Share II Variable Annuity

The Transamerica I-Share II Variable Annuity is built for today's fee-based account needs.

Details

Issue Age:

0-90 Annuitant and/or owner

Minimum Initial Premium:

$1,000 (Qualified) 
$5,000 (Non-qualified)

Minimum subsequent premiums:

$50

Maximum subsequent premiums (per policy year after 1st policy anniversary):

$25,000 (Non-qualified), Lesser of $60,000 or IRS contribution limit (Qualified)

Maximum cumulative premiums:

$1,000,000 (0-80) 
$500,000 (Over age 80)

Annual mortality and expense fee and administrative charge (M&E&A)1:

0.20% (Policy value death benefit)
0.30% (Return of premium death benefit)
0.60% (Annual step-up death benefit)

Annual service charge:

$352 (Lesser of current service charge or 2% of policy value)
Waived if net premium or policy value equals or exceeds $100,000

Withdrawal amount available without surrender charge:

Unlimited

No surrender charges

Annual fund facilitation fee:

Up to 0.60% annualized fee assessed daily as a percentage of the value of certain subaccounts

Investment option management fee:  Please see prospectus for details

Benefits

Our innovative optional living benefits set us apart. They can help grow and protect retirement income no matter what happens in the markets. So whether you’re seeking income for life, protection for loved ones, or tax deferral on your investments, we’ll help you approach retirement planning with a purpose.

Key features

How to invest in annuities

Individual investors

Contact your financial professional today to share this information with them and see if it fits into your portfolio.

Financial professionals

Call our annuities sales desk at 800-851-7555 to see if this is a good fit for your clients.

Important information

All guarantees, including optional benefits, are based on the claims-paying ability of the issuing insurance company.

1M&E&A is an annual fee assessed daily and is a percentage of the subaccount policy value.
2The company has the right to change the annual service charge up to the maximum $50. It may be waived with premiums paid or policy value of $100,000 or more.

310% of premium payments, less any prior withdrawals in the same policy year. ($500 minimum)

Variable annuities are subject to investment risk, including possible loss of principal. Due to fluctuating market conditions, at the time of distribution, your annuity value may be more or less than the total of all premium payments.

Not all features are available in all states and may vary by state.

All policies, benefits, and forms may vary by state, and may not be available in all states.
ICC19 TRGL22IC-R0319(IS), ICC19 TRGL22IC-R0319(IJ), TRGL22FL-R0319(IS), TRGL22FL-R0319(IJ), FRGL22NY-R0319(IS), FRGL22NY-R0319(IJ), ICC19 TPVA10IC-R1019, TPVA10FL-R1019, FPVA10NY-R1019, ICC18 TRMD10IC-0718, TRMD1000-0718, NIC12 RGMD80513(NY),ICC18 TRMD11IC-0718, TRMD1100-0718, NIC12 RGMD50513(NY)