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Variable annuities are sold by prospectus only. The prospectus contains more complete information about the investment objectives, risks, charges, limitations, and other expenses of the annuity and its underlying investment options. Carefully read the prospectus and consider these and other factors before investing. You can request a copy by calling 888-311-4889.
Variable annuities are long-term investment vehicles designed for retirement purposes. All guarantees are based on the financial strength and claims-paying ability of Great West-Life & Annuity Insurance Company, or in New York, by Great-West Life & Annuity Insurance Company of New York, not Schwab. The value of the annuity may be more or less than the premiums paid and it is possible to lose money. Variable annuities offer tax deferral on potential growth. Withdrawals prior to age 59½, however, may be subject to a 10% Federal tax penalty in addition to applicable income taxes. Variable annuities are subject to a number of fees including mortality and risk expense charges, administrative fees, premium taxes, investment management fees, and charges for additional optional features. Although there are no surrender charges on the variable annuities offered by Schwab, such charges do apply in the early years of many contracts. GWFS Equities, Inc., or one or more of its affiliates, may receive a fee from the investment option provider for providing certain recordkeeping, distribution and administrative services.
Great-West Financial® refers to products and services provided by Great-West Life & Annuity Insurance Company (GWL&A), Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York (GWL&A of NY), Home Office: White Plains, NY; and their subsidiaries and affiliates, including Great-West Funds, Inc. and Great-West Capital Management, LLC, (GWCM). Other than those owned by Charles Schwab & Co, the trademarks, logos, service marks, and design elements used are owned by GWL&A.
GWFS Equities, Inc. is the principal underwriter for the Schwab OneSource Choice AnnuityTM (Form ICC14-J465/J465 Series), Schwab Advisor Choice AnnuityTM (Form ICC14-J466/J466 Series), Schwab OneSource Annuity® (Form J444 Series), and Schwab Select Annuity® (Form J434), flexible premium variable annuity contracts issued by GWL&A. GWL&A is not licensed to do business in New York. These variable annuity contracts are not available in all states. GWFS Equities, Inc. is a wholly owned subsidiary of GWL&A. In New York, the Schwab OneSource Choice AnnuityTM (Form J465ny Series), Schwab Advisor Choice AnnuityTM (Form J466ny Series), Schwab OneSource Annuity® (J444NY Series), and Schwab Select Annuity® (Form J434NY and J464NY Series) are issued by GWL&A of NY. Charles Schwab & Co., Inc. is the selling broker-dealer and insurance agency and is not affiliated with GWL&A, GWL&A of NY or GWFS Equities, Inc.
The principal underwriter of Great-West Funds, Inc. is its affiliate GWFS Equities, Inc., Member FINRA/SIPC. The Great-West SecureFoundation® Balanced Fund is managed by GWCM and may invest in other funds advised by GWCM, funds that are sub-advised by affiliated and unaffiliated sub-advisers retained by GWCM, and funds that are advised by affiliated and unaffiliated investment advisers of GWCM. Neither Great-West Funds, Inc. nor Great-West Capital Management, LLC is responsible for any payments under the SecureFoundation® guaranteed income benefit.
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