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Annuity Contracts - Deposit Limitations

  • David
  • Apr 1, 2020
  • 1 min read

Updated: Feb 28

Deposits on new annuity contracts (issued 4/1/2020 and later) are limited to $5,000 per anniversary year. Deposits on existing annuities may not exceed $5,000 per anniversary year of the contract. Please contact the Home Office prior to sending any deposit.

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