Des Moines 1-Yr

*** ***** ***

Suite ****

Des Moines, IA *****

Generated On:02/25/2025 12:13 PM Page 1 of 2

Policy Details

Policy Number LZ747937

Product F&G Gold

Policy Issue Date 02/05/2024

Policy Issue State Virginia

Policy Status Active

Agent Name PACIS, MYLA B

Gender M

Issue Age 44

Owner Phone 703-***-****

Owner(s) ACHILLES JIM R PANTALEON

Insured ACHILLES JIM R PANTALEON

Underwriting Class NON-TOBACCO

Death Benefit $200,000.00

Surrender Value $0.00

Agent ID 000575920

Insured DOB 04/02/1979

Owner Address 5501 BROOKLAND ROAD, ALEXANDRIA, VA, 22310 Premium

Planned Premium $200.00

Mode Of Payment Monthly

Bank Routing Number 122105278

Bank Account Number 7859

Automated Premium Draft Day 5

Premium Paid - Policy YTD $200.00

Premium Paid - Prior Policy Year $2,400.00

Premium Paid - Since Inception $2,600.00

Monthly No-lapse Premium $125.83

Annual Target Premium $3,020.00

The planned premium may not be sufficient to keep the policy in force for the lifetime of the insured. If you need further assistance please contact us. An in force illustration is available upon request.

Policy Values

Account Value $1,445.67

Surrender Charge -$4,590.40

Loan Balance $0.00

Surrender Value $0.00

Total Withdrawals Since Inception $0.00

Base Policy Face Amount $200,000.00

Death Benefit Option Option A - Level

Base Policy Death Benefit $200,000.00

Interest Crediting Options

Interest crediting method Allocation percentage

1-Yr Blackrock MA PTP Par

1-Yr MS US Equity PTP Par

Barclays Trailblazer Sectors 5 1YPTP 20.00%

DJ US Real Risk Control 10%

Fixed Interest Option

GOLD LONDON BULLION MARKET 10.00%

S&P 500 1YPTP 70.00%

For additional information regarding the available interest crediting options and associated interest rates, please see your policy/contract and your most recent annual statement. 801 Grand Ave

Suite 2600

Des Moines, IA 50309

Generated On:02/25/2025 12:13 PM Page 2 of 2

Beneficiaries

Primary beneficiaries %

EMILIA ZOLETA 100%

Additional Coverage

No records found.

Your policy may have additional coverage not included in the information above. Please refer to your policy or contact us for assistance. Documents

Document type Date created

Annual Statement 02/10/2025

Policy Pages 02/06/2024

Contact this candidate