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- NEW Polaris Income Builder with Something
- 5.4% Annual Withdrawals FOR LIFE
Dec 12, 2018
Karl,
Thank you for being a Premier Producer for five years in a row. Your assets under management total $445,052. You have 6 months to make your goal of 1MM in assets under management.
Last Login: Wed., Jun. 27, 2018 2:53 PM
Business Overview
- Assets Under Management
As of 20-May-2018
- $7,000,000.00
- Variable
- $4,000,000.00
- Fixed
- $3,000.000.00
Pending Business
- Total Pending
- $587,819.01
- 4 In Good Order
- $450,000.00
- 2 Not in Good Order (NIGO)
- $137,819.01
Sort by
Annuitant
Account Number
Account Value
07/01/2017 – 08/02/2017
Select Date Range:
-
Effective date07/13/2017
-
OwnerBelvedere, Francis A.Jones, Jane
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Account Number98CRB8907
- Fund Transfer
-
Gross Amount$89,859.95
-
Effective date07/11/2017
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OwnerBelvedere, Francis A.
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Account Number98CRB8907
-
Transaction TypeSystematic Withdrawal
-
Gross Amount$89,859.95
-
Effective date07/10/2017
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OwnerCoppola, Francis F.
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Account Number98CRB8907
-
Transaction TypeFund Transfer
-
Gross Amount$89,859.95
-
Effective date07/09/2017
-
OwnerBelvedere, Francis A.
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Account Number98CRB8907
-
Transaction TypeFund Transfer
-
Gross Amount$89,859.95
-
Effective date07/08/2017
-
OwnerBelvedere, Francis A.
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Account Number98CRB8907
-
Transaction TypeFund Transfer
-
Gross Amount$89,859.95
-
Effective date07/07/2017
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OwnerBelvedere, Harold S.
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Account Number98CRB8907
-
Transaction TypeSystematic Withdrawal
-
Gross Amount$89,859.95
-
Effective date07/05/2017
-
OwnerGraves, Danielle B.
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Account Number98CRB8907
-
Transaction TypeSystematic Withdrawal
-
Gross Amount$89,859.95
30 Days
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Owner
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Account Number
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Product
-
Account Value
-
Account Type
-
OwnerBelvedere, Francis A.Jones, Jane
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Account Number98CRB8907
-
ProductPower Index Premier
-
Account Value$89,859.95
-
Account TypeQualified
-
OwnerBelvedere, Francis A.
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Account Number98CRB8907
-
Product-
-
Account Value$89,859.95
-
Account TypeNon Qualified
-
OwnerCoppola, Francis F.
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Account Number98CRB8907
-
ProductPower Index Premier
-
Account Value$89,859.95
-
Account TypeQualified
-
OwnerBelvedere, Francis A.
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Account Number98CRB8907
-
ProductPower Index Premier
-
Account Value$89,859.95
-
Account TypeQualified
-
OwnerBelvedere, Francis A.
-
Account Number98CRB8907
-
Product-
-
Account Value$89,859.95
-
Account TypeQualified
-
OwnerBelvedere, Harold S.
-
Account Number98CRB8907
-
Product-
-
Account Value$89,859.95
-
Account TypeNon Qualified
-
OwnerGraves, Danielle B.
-
Account Number98CRB8907
-
Product-
-
Account Value$89,859.95
-
Account TypeQualified
-
OwnerBelvedere, Francis A.
-
Account Number98CRB8907
-
ProductPower Index Premier
-
Account Value$89,859.95
-
Account TypeQualified
-
OwnerBelvedere, Francis A.
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Account Number98CRB8907
-
Product-
-
Account Value$89,859.95
-
Account TypeNon Qualified
-
OwnerCoppola, Francis F.
-
Account Number98CRB8907
-
ProductPower Index Premier
-
Account Value$89,859.95
-
Account TypeQualified
- Total:
- $89,859.95
60 Days
-
Owner
-
Account Number
-
Product
-
Account Value
-
Account Type
-
OwnerBelvedere, Francis A.
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Account Number98CRB8907
-
ProductPower Index Premier
-
Account Value$89,859.95
-
Account TypeQualified
-
OwnerBelvedere, Francis A.
-
Account Number98CRB8907
-
Product-
-
Account Value$89,859.95
-
Account TypeNon Qualified
-
OwnerCoppola, Francis F.
-
Account Number98CRB8907
-
ProductPower Index Premier
-
Account Value$89,859.95
-
Account TypeQualified
- Total:
- $89,859.95
RMD Due April 1, 2017
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Owner
-
Account Number
-
Product
-
Current Year RMD Amount
-
OwnerDelta Edwards
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Account NumberP55D7532837
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Product NamePolaris Platinum III
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Current Year RMD Amount$4,767.41
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OwnerDelta Edwards
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Account NumberP55D7534521
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Product NamePolaris Platinum III
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Current Year RMD Amount$45,774.89
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OwnerDelta Edwards
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Account NumberP55D7532838
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Product NamePolaris Platinum III
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Current Year RMD Amount$5,394.68
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OwnerEcebwsu Tezwmonsb
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Account NumberP62D3512552
-
Product NamePolaris Choice IV - NY
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Current Year RMD Amount$3,978.29
-
OwnerExjfvwfi L Srtwdb
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Account NumberP62D4501449
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Product NamePolaris Choice IV - NY
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Current Year RMD Amount$2,125.54
-
OwnerFakdfll Qywtivrh
-
Account NumberP61D6504972
-
Product NamePolaris Choice IV
-
Current Year RMD Amount$7,498.04
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OwnerFakdfll Qywtivrh
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Account NumberP61D3516493
-
Product NamePolaris Choice IV
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Current Year RMD Amount$7,500.29
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OwnerMsms Xso Zmyjnkf
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Account NumberP56D6553866
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Product NamePolaris Platinum III NY
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Current Year RMD Amount$13,999.56
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OwnerTc2 Actuarial
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Account NumberP79D7531131
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Product NamePolaris Platinum II
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Current Year RMD Amount$2,700.25
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OwnerTc3 Actuarial
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Account NumberP79D7532322
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Product NamePolaris Platinum II
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Current Year RMD Amount$76,952.99
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OwnerTesting Mav
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Account NumberP79D8501447
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Product NamePolaris Platinum II
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Current Year RMD Amount$2,124.66
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OwnerTesting Mav
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Account NumberP89D8501456
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Product NamePolaris Choice III
-
Current Year RMD Amount$2,580.90
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OwnerTesting Mav
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Account NumberP30D8501445
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Product NamePolaris II Rewards - NY
-
Current Year RMD Amount$2,188.19
- Owner
- Annuitant
- Account Number
- Cash Value as of 08/01/2017
- Cash Value as of 08/01/2017
- OwnerBelvedere, Francis A.Jones, Jane
- AnnuitantBelvedere, Francis A.Jones, Jane
- Account Number98CRB8907
- Cash Value as of 08/01/2017$69,897.44
- Cash Value as of 08/01/2017$89,859.95
- OwnerBelvedere, Francis A.
- AnnuitantBelvedere, Francis A.
- Account Number98CRB8907
- Cash Value as of 08/01/2017$69,897.44
- Cash Value as of 08/01/2017$89,859.95
- OwnerCoppola, Francis F.
- AnnuitantCoppola, Francis F.
- Account Number98CRB8907
- Cash Value as of 08/01/2017$69,897.44
- Cash Value as of 08/01/2017$89,859.95
- OwnerBelvedere, Francis A.
- AnnuitantBelvedere, Francis A.
- Account Number98CRB8907
- Cash Value as of 08/01/2017$69,897.44
- Cash Value as of 08/01/2017$89,859.95
- OwnerBelvedere, Francis A.
- AnnuitantBelvedere, Francis A.
- Account Number98CRB8907
- Cash Value as of 08/01/2017$69,897.44
- Cash Value as of 08/01/2017$89,859.95
- OwnerBellafonte, Harold S.Johnson, Barry
- AnnuitantBellafonte, Harold S.Johnson, Barry
- Account Number98CRB8907
- Cash Value as of 08/01/2017$69,897.44
- Cash Value as of 08/01/2017$89,859.95
- OwnerGraves, Danielle B.
- AnnuitantGraves, Danielle B.
- Account Number98CRB8907
- Cash Value as of 08/01/2017$69,897.44
- Cash Value as of 08/01/2017$89,859.95
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Agent Name
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Affiliation
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Rep ID
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Agent NameBelvedere, Francis A.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
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Agent NameBelvedere, Francis A.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
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Agent NameCoppola, Francis F.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
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Agent NameBelvedere, Francis A.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
-
Agent NameBelvedere, Francis A.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
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Agent NameBelvedere, Harold S.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
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Agent NameGraves, Danielle B.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
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Agent Name
-
Affiliation
-
Rep ID
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Agent NameBelvedere, Francis A.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
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Agent NameBelvedere, Francis A.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
-
Agent NameCoppola, Francis F.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
-
Agent NameBelvedere, Francis A.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
-
Agent NameBelvedere, Francis A.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
-
Agent NameBelvedere, Harold S.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
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Agent NameGraves, Danielle B.
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AffiliationAmerican General Life Insurance Company
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Rep ID98CRV8907
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Agent Name
-
Owner
-
Account Number
-
Account Value
-
Agent NameFrancis, Karl A.
-
OwnerBelvedere, Francis A.Jones, Jane
-
Account Number98CRB8907
-
Account Value$89,859.95
-
Agent NameBelvedere, Francis A.
-
OwnerBelvedere, Francis A.
-
Account Number98CRB8907
-
Account Value$89,859.95
-
Agent NameCoppola, Francis F.
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OwnerCoppola, Francis F.
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Account Number98CRB8907
-
Account Value$89,859.95
-
Agent NameBelvedere, Francis A.
-
OwnerBelvedere, Francis A.
-
Account Number98CRB8907
-
Account Value$89,859.95
-
Agent NameBelvedere, Francis A.
-
OwnerBelvedere, Francis A.
-
Account Number98CRB8907
-
Account Value$89,859.95
-
Agent NameBellafonte, Harlod S.
-
OwnerBellafonte, Harold S.Johnson, Barry
-
Account Number98CRB8907
-
Account Value$89,859.95
-
Agent NameGraves, Danielle B.
-
OwnerGraves, Danielle B.
-
Account Number98CRB8907
-
Account Value$89,859.95
Create Custom View
Select Visible Columns
Inactive Columns
Account Type- Age
- Annuitant
- Commission Options
- Composite Interest Rate
- Current Fee %
- Current Year RMD Amount
- Death Benefit Desc
- Death Benefit Value
- Gross Income Credit %
- Guaranteed Lifetime Income %
- Guaranteed Lifetime Income Amount
- Income Base
- Income Base Step Up Count Since Issue
- Income Base Step Up Count Since Last Anniversary
- Income Benefit Indicator
- Income Credit % (Prior Anniversary)
- Issue Date
- Issue Date (Fixed Annuity Only)
- Joint Owner
- Last Stepped Up Date
- Living Benefit Desc
- Living Benefit Value
- Living Benefits Name
- LMAWA
- Marketlock Extention Availability Date
- MAWA
- MAWA % If No Early Withdrawal
- MAWA Amount If No Early Withdrawal
- Max Annual Withdrawal %
- Minimum Guaranteed Rate
- Net Income Credit %
- Next QTR Fee Date
- PIP % If No Early Withdrawal
- PIP Amount If No Early Withdrawal
- Product
- Protected Income Payment
- Protected Income Payment %
- RMD Due Date
- Share Class
- Status
- Total Premium/Deposits
- Upcoming Next QTR Fee %
- Viewing Granted
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- Account Value (Required)
Select Filters
View 1
- Belvedere, Francis A.
- 98CRB8907
- Belvedere, Francis A.
- $89,859.95
- Qualified
- Belvedere, Francis A.
- 98CRB8907
- Bellafonte, Harold S.
- $89,859.95
- Non Qualified
- Belvedere, Francis A.
- 98CRB8907
- Jackson, Alexander T.
- $89,859.95
- Non Qualified
- Belvedere, Francis A.
- 98CRB8907
- Dubois, Blanche F.
- $89,859.95
- Qualified
- Belvedere, Francis A.
- 98CRB8907
- Graves, Danielle B.
- $89,859.95
- Qualified
- Belvedere, Harold S.
- 98CRB8907
- Graves, Danielle B.
- $89,859.95
- Non Qualified
- Graves, Danielle B.
- 98CRB8907
- Halsey, Dale J.
- $89,859.95
- Qualified
- Belvedere, Francis A.
- 98CRB8907
- Coppola, Francis F.
- $89,859.95
- Qualified
- Belvedere, Francis A.
- 98CRB8907
- Livingston, Jonathan S.
- $89,859.95
- Non Qualified
- Coppola, Francis F.
- 98CRB8907
- Marks, Rebecca C.
- $89,859.95
- Qualified
Commission Statements
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Client Report
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Selected Accounts
-
Belvedere, Francis A.98CRV8907Jones, Jane -
Bellafonte, Harold S.123CDEFGH
-
Coppola, Francis F.98CRV8907
-
Dubois, Blanche F.98CRV8907
-
Fredricks, David A.98CRV8907
-
Graves, Danielle B.98CRV8907
-
Halsey, Dale J.98CRV8907
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Livingston Jonathan S. (98CRV4536)
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