VA/VL Policy Search Criteria

All searchable data points for US variable annuity and variable life policies are listed here under their category (or view) heading. (Some data points are listed in more than one category.)

Tip: Use Ctrl + F to find individual data points immediately, without having to scroll through this complete document.

Snapshot

• Name

• Policy M&E Risk Charge

• Max Surrender Charge

• Yrs Surrender Applies

• Policy Net Assets

• Policy Inception Date

• Insurance Company

• AM Best Rating

Fees and Expenses

• Policy M&E Risk Charge

• Administrative Charge

• Distribution Charge

• Total Insurance Expense

• Annual Contract Charge

• Transfer Charge

• Maximum Front Load

• Max Surrender Charge

• Yrs Surrender Applies

• Rolling Surrender

Purchase Information

• Min Initial Non Qual Purch

• Min Initial Qual Purch

• Min Add Non Qual Purch

• Min Add Qual Purch

• Closed to New Inv

• State