This document is a financial statement prepared by Winged Keel Group, Inc. for a Private Placement Variable Annuity for the month ending December 31, 2013. It includes details on the annuity's owner, annuitant, beneficiary, cost basis, investment funds summary, and investment returns. The statement provides a breakdown of monthly and year-to-date investment returns, as well as a summary of the PPVA investment account. It also includes disclosures and notes on the performance data and legal disclaimers.
documents/vol00010-efta01462656-pdf.pdf
{"title":"Private Placement Variable Annuity Statement of Values For the Month Ending December 31, 2013","key_people":["Barbara Novak"],"document_date":"2013-12-31","document_type":"financial","document_subtype":"Private Placement Variable Annuity Statement","key_organizations":["Winged Keel Group, Inc.","M Holdings Securities","Sun Life Financial"],"reference_numbers":["EFTA01462656","EFTA01462657","EFTA01462658","EFTA01462659"]}