UNDERWRITING AGREEMENTUnderwriting Agreement • April 15th, 1998 • American Foundation Variable Annuity Separate Account • Alabama
PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 1999 • Variable Annuity Account a of Protective Life • New York
PARTICIPATION AGREEMENTParticipation Agreement • April 15th, 1998 • American Foundation Variable Annuity Separate Account • New York
PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS FIDELITY DISTRIBUTORS CORPORATION And PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANYParticipation Agreement • April 30th, 2009 • Variable Annuity Account a of Protective Life • Massachusetts
THIS AGREEMENT, made and entered into as of the 1st day of May, 2008 by and among PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY, (hereinafter the “Company”), an Alabama corporation, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”); and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the “Underwriter”), a Massachusetts corporation; and each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III and VARIABLE INSURANCE PRODUCTS FUND IV, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 24th, 2024 • Variable Annuity Account a of Protective Life
THIS AGREEMENT, made as of May 1, 2023, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN FINANCIAL INVESTMENTS CORPORATION, a Tennessee corporation (“Adviser”), and PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY (“Company”), an Alabama corporation.
Participation AgreementParticipation Agreement • April 30th, 2009 • Variable Annuity Account a of Protective Life • California
As provided by Schedule C of the Agreement, this Notice proposes to Franklin Templeton Variable Insurance Products Trust, and Franklin/Templeton Distributors, Inc. the addition as of the offering date(s) listed below of the following Portfolios as additional investment options listed on Schedule C:
PARTICIPATION AGREEMENT Among PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY PIMCO VARIABLE INSURANCE TRUST, and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLCParticipation Agreement • October 29th, 2009 • Variable Annuity Account a of Protective Life • California
THIS AGREEMENT, dated as of the 1st day of November, 2009, by and among Protective Life and Annuity Insurance Company (the “Company”), an Alabama life insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each account hereinafter referred to as the “Account”), PIMCO Variable Insurance Trust (the “Fund”), a Delaware statutory trust, and Allianz Global Investors Distributors LLC (the “Underwriter”), a Delaware limited liability company.
AMONGParticipation Agreement • April 15th, 1998 • American Foundation Variable Annuity Separate Account • Maryland
PARTICIPATION AGREEMENT Among VANGUARD VARIABLE INSURANCE FUND and THE VANGUARD GROUP, INC. and VANGUARD MARKETING CORPORATION and PROTECTIVE LIFE AND ANNUITY INSURANCE COParticipation Agreement • August 24th, 2020 • Variable Annuity Account a of Protective Life • Pennsylvania
THIS AGREEMENT, made and entered into as of the 20th day of August, 2020, by and among VANGUARD VARIABLE INSURANCE FUND (hereinafter the “Fund”), a Delaware business trust, THE VANGUARD GROUP, INC. (hereinafter the “Sponsor”), a Pennsylvania corporation, VANGUARD MARKETING CORPORATION (hereinafter the “Distributor”), a Pennsylvania corporation, and PROTECTIVE LIFE AND ANNUITY INSURANCE CO (hereinafter the “Company”), an Alabama corporation, on its own behalf and on behalf of each segregated asset account of the Company named in Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”).
AMENDED AND RESTATED PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY AND MASSACHUSETTS FINANCIAL SERVICES COMPANYParticipation Agreement • April 30th, 2009 • Variable Annuity Account a of Protective Life • Massachusetts
THIS AGREEMENT, made and entered into this 1st day of January, 2008, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (the “Trust”), PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY (formerly American Foundation Life Insurance Company), an Alabama corporation (the “Company”) on its own behalf and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the “Accounts”), and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (“MFS”).
AMENDED AND RESTATED PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II, PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • April 24th, 2012 • Variable Annuity Account a of Protective Life • Massachusetts
THIS AGREEMENT, made and entered into this 1ST day of May 2012, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (the “Trust I”), MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust (the “Trust II”) (Trust I and Trust II each referred to, individually, as the “Trust” and, collectively, as the “Trusts”), Protective Life and Annuity Insurance Company, an Alabama corporation (the “Company”), and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the “Accounts”), and MFS Fund Distributors, Inc., a Delaware corporation (“MFD”).
PARTICIPATION AGREEMENT by and among DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC and PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANYParticipation Agreement • August 24th, 2020 • Variable Annuity Account a of Protective Life • New York
THIS AGREEMENT, made and entered into this 20th day of August 2020, by and among Protective Life and Annuity Insurance Company (the “Company”), on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”); DFA Investment Dimensions Group Inc. (the “Fund”); the Fund’s investment adviser, Dimensional Fund Advisors LP (the “Adviser”); and the Fund’s principal underwriter, DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”).
PARTICIPATION AGREEMENT Among OPPENHEIMER VARIABLE ACCOUNT FUNDS, OPPENHEIMERFUNDS, INC. and PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANYParticipation Agreement • April 30th, 2009 • Variable Annuity Account a of Protective Life • New York
THIS AGREEMENT (the “Agreement”), made and entered into as of the 1st day of May, 2008 by and among Protective Life and Annuity Insurance Company (hereinafter the “Company”), an Alabama corporation, on its own behalf and on behalf of each separate account of the Company named in Schedule 1 to this Agreement, as may be amended from time to time by mutual consent (hereinafter collectively the “Accounts”), Oppenheimer Variable Account Funds (hereinafter the “Fund”) and OppenheimerFunds, Inc. (hereinafter the “Adviser”).
Form of FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • June 19th, 2015 • Variable Annuity Account a of Protective Life • New York
Protective Life and Annuity Insurance Company (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this day of 201 , that Class 2 shares of the Funds and Class 4 shares of the Funds (“Class 2 or 4 Shares” together , the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder(s)”) to be offered by the Insurance Company subj
PARTICIPATION AGREEMENT among LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON INVESTOR SERVICES, LLC, LEGG MASON PARTNERS FUND ADVISOR, LLC and PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANYParticipation Agreement • October 29th, 2009 • Variable Annuity Account a of Protective Life • New York
THIS AGREEMENT, made and entered into this 1st day of November 2009 by and among Protective Life and Annuity Insurance Company, an Alabama corporation (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”), and Legg Mason Partners Variable Equity Trust, a Maryland Corporation (each a “Fund”, collectively the “Funds”), Legg Mason Investor Services, LLC, a Maryland limited liability company (the “Distributor”), and Legg Mason Partners Fund Advisor, LLC, a Maryland limited liability company (the “Adviser”).
PARTICIPATION AGREEMENTParticipation Agreement • October 29th, 2009 • Variable Annuity Account a of Protective Life • New York
THIS AGREEMENT, made and entered into as of the 1st day of November, 2009, by and among Protective Life and Annuity Insurance Company (hereinafter the “Company”), a life insurance company organized under the laws of Alabama, on its own behalf and on behalf of each separate account of the Company set forth on Schedule B hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”), and ROYCE CAPITAL FUND (hereinafter the “Fund”), a Delaware business trust, and ROYCE FUND SERVICES, INC., a New York corporation (the “Distributor”).
Second Amended DISTRIBUTION AGREEMENTDistribution Agreement • April 29th, 2014 • Variable Annuity Account a of Protective Life • New York
This DISTRIBUTION AGREEMENT by and between PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY (“Insurer”), a life insurance company organized and existing under the laws of the State of Alabama, and licensed in the State of New York, on its behalf and on behalf of each separate account identified in Schedule 1 hereto, and INVESTMENT DISTRIBUTORS, INC. (“Distributor”), a corporation organized and existing under the laws of the State of Tennessee, is entered into this 24rd day of October, 2013.
AMENDMENT TO FUND PARTICIPATION AGREEMENT Regarding RULE 498A And FUND DISCLOSURE DOCUMENTSFund Participation Agreement • April 25th, 2023 • Variable Annuity Account a of Protective Life
Protective Life and Annuity Insurance Company (the “Company”), BlackRock Variable Series Funds, Inc. and BlackRock Variable Series Funds II, Inc. (each, the “Fund”), each an open-end management investment company organized as a Maryland corporation, and BlackRock Investments, LLC (the “Underwriter”), entered into a certain participation agreement dated December 1, 2020 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of April 1, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
Prepared by MERRILL CORPORATION www.edgaradvantage.com QuickLinks -- Click here to rapidly navigate through this document EXHIBIT 8(f) PARTICIPATION AGREEMENT Among VAN KAMPEN LIFE INVESTMENT TRUST, VAN KAMPEN FUNDS INC., VAN KAMPEN ASSET MANAGEMENT...Participation Agreement • April 20th, 2000 • Variable Annuity Account a of Protective Life • Illinois
Page ARTICLE I. Fund Shares 4 ARTICLE II Representations and Warranties 6 ARTICLE III. Prospectuses, Reports to Shareholders and Proxy Statements; Voting 7 ARTICLE IV. Sales Material and Information 9 ARTICLE V Reserved 10 ARTICLE VI. Diversification 10 ARTICLE VII. Potential Conflicts 10 ARTICLE VIII. Indemnification 12 ARTICLE IX. Applicable Law 15 ARTICLE X. Termination 15 ARTICLE XI. Notices 17 ARTICLE XII. Foreign Tax Credits 18 ARTICLE XIII. Miscellaneous 18 SCHEDULE A Separate Accounts and Contracts 20 SCHEDULE B Participating Life Investment Trust Portfolios 21 SCHEDULE C Proxy Voting Procedures 22 PARTICIPATION AGREEMENT Among VAN KAMPEN LIFE INVESTMENT TRUST, VAN KAMPEN FUNDS INC., VAN KAMPEN ASSET MANAGEMENT INC., and PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY THIS AGREEMENT, made and entered into as of the 1st day of May, 2000 by and among PROTECTIVE LIFE INSURANCE COMPANY (hereinafter the "Company"), an Alabama corporation, on its own behalf and on behalf of each separa
THIS AGREEMENT is made and entered into as of the 1st day of November, 2007 by and among PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY (the “Company”), an Alabama corporation, on its own behalf and on behalf of each separate account of the Company set...Agreement • April 30th, 2009 • Variable Annuity Account a of Protective Life • New York
(This and related steps may occur later in the chronological process due to possible uncertainties relating to the proposals.)
PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY Birmingham, Alabama (A Stock Insurance Company) INDIVIDUAL FLEXIBLE PREMIUM DEFERRED VARIABLE ANNUITY CONTRACT (Non-Participating)Variable Annuity Account a of Protective Life • June 1st, 2020 • Alabama
Protective Life and Annuity Insurance Company agrees to provide the benefits described in this Contract. The Contract alone governs the rights of the parties.
Amendment to FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 24th, 2024 • Variable Annuity Account a of Protective Life
THIS AMENDMENT, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN FINANCIAL INVESTMENTS CORPORATION, a Tennessee corporation (“Adviser”), and PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY (“Company”), a Alabama corporation, is effective as of April 29, 2024 (the “Effective Date”).
AGREEMENT FOR ADMINISTRATIVE SERVICES This Agreement for administrative services is made and entered into by and between Protective Life Corporation (herein "PLC"), a Delaware business corporation with its principal place of business at 2801 Highway...Agreement for Administrative Services • April 15th, 1998 • American Foundation Variable Annuity Separate Account
AMENDMENT TO PROTECTIVE LIFE INSURANCE COMPANY PARTICIPATION AGREEMENTParticipation Agreement • April 24th, 2024 • Variable Annuity Account a of Protective Life
Protective Life and Annuity Insurance Company, (on behalf of itself and each segregated asset account of the Company set forth in Schedule B, as may be amended from time to time (the “Separate Accounts”)), Investment Distributors, Inc., AllianceBernstein L.P., and AllianceBernstein Investments, Inc., hereby amend the Participation Agreement (“Agreement”) dated December 16th, 2020, as amended, by doing the following:
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2009 • Variable Annuity Account a of Protective Life • New York
THIS AGREEMENT made as of the 30th day of April, 2002, by and between Lord Abbett Series Fund, Inc. (“Fund”), a Maryland Corporation, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a “Portfolio” and collectively, the “Portfolios”), Lord Abbett Distributor LLC, a New York limited liability Company (the “Distributor”), and Protective Life and Annuity Insurance Company (the (“Company”), a life insurance company organized under the laws of the State of Alabama.
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 25th, 2023 • Variable Annuity Account a of Protective Life
THIS AMENDMENT TO PARTICIPATION AGREEMENT (this “Amendment”) is made as of the 11th day of August, 2022, by and among PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY, an Alabama corporation (the “Company”), acting herein for and on behalf of itself and on behalf of each segregated asset account set forth in Schedule A to the Participation Agreement between the parties (the “Separate Accounts”); MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust, MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust, and MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (collectively, the “Trusts”); and MFS FUND DISTRIBUTORS, INC., a Delaware corporation (“MFD”, and together with the Trusts, “MFS”).
AMENDMENT TO FUND PARTICIPATION AGREEMENT Regarding RULE 498A And FUND DISCLOSURE DOCUMENTSParticipation Agreement • April 25th, 2023 • Variable Annuity Account a of Protective Life
Protective Life and Annuity Insurance Company (the “Company”), BlackRock Variable Series Funds, Inc. and BlackRock Variable Series Funds II, Inc. (each, the “Fund”), each an open-end management investment company organized as a Maryland corporation, and BlackRock Investments, LLC (the “Underwriter”), entered into a certain participation agreement dated December 1, 2020 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of April 1, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
Amendment to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Protective Life and Annuity Insurance Company Investment Distributors, Inc.Participation Agreement • April 28th, 2011 • Variable Annuity Account a of Protective Life
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we” or “us”), Protective Life and Annuity Insurance Company (the “Company” or “you”), and Investment Distributors, Inc., your distributor, on your behalf and on behalf of certain Accounts, have previously entered into a Participation Agreement dated May 1, 2008, as amended (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
Variable Annuity Shareholder Information Agreement (Goldman Sachs Variable Insurance Trust)Shareholder Information Agreement • April 30th, 2009 • Variable Annuity Account a of Protective Life • New York
VARIABLE ANNUITY SHAREHOLDER INFORMATION AGREEMENT entered into as of April 1. 2008 by and between Goldman, Sachs & Co. (the “Fund Agent”) and the Protective Life and Annuity Insurance Company (the “Intermediary”) with an effective date of April 1. 2008.
Information Sharing AgreementInformation Sharing Agreement • October 29th, 2009 • Variable Annuity Account a of Protective Life
This Information Sharing Agreement (the “Agreement”), entered into as of November 1, 2009, by and between Royce Fund Services, Inc. (“RFS”) and Protective Life and Annuity Insurance Company (“Financial Intermediary”), confirms an agreement between the parties for the sharing of transaction information relating to any and all series of The Royce Fund and Royce Capital Fund (each a “Fund”) that may be offered by Financial Intermediary from time to time.
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • December 22nd, 2021 • Variable Annuity Account a of Protective Life
This Amendment (the “Amendment”) to the Participation Agreement dated December 8, 2020, as amended (the “Agreement”) among T. Rowe Price Equity Series, Inc., T. Rowe Price Fixed Income Series, Inc. and T. Rowe Price International Series, Inc. (collectively, the “Funds”), T. Rowe Price Investment Services, Inc. (the “Underwriter”), and Protective Life and Annuity Insurance Company (the “Company”), is effective as of May 3, 2021.
Birmingham, Alabama (A Stock Insurance Company) INDIVIDUAL FLEXIBLE PREMIUM DEFERRED FIXED AND VARIABLE ANNUITY CONTRACT (Non-Participating)Variable Annuity Account a of Protective Life • December 19th, 2007 • Alabama
Protective Life and Annuity Insurance Company agrees to provide the benefits described in this Contract. The Contract alone governs the rights of the parties.
Form of NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 28th, 2011 • Variable Annuity Account a of Protective Life
THIS NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENT made this day of , 2011 (the “Effective Date”), by and among Allianz Global Investors Distributors LLC (“AGID”), PIMCO Investments LLC (“PI”), PIMCO Variable Insurance Trust (the “Fund”) and Protective Life and Annuity Insurance Company (the “Company”).
THIRD AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • December 22nd, 2021 • Variable Annuity Account a of Protective Life
THIS THIRD AMENDMENT TO PARTICIPATION AGREEMENT (the “Amendment”) is made as of the 30th day of November, 2020, by and among PROTECTIVE LIFE AND ANNUITY INSURANCE COMPANY, a life insurance company organized under the laws of the State of Tennessee (the ”Company”), acting herein for and on behalf of the Company and on behalf of each separate account set forth on attached Schedule A, as the same may be amended from time to time (the “Separate Accounts”); LEGG MASON PARTNERS VARIABLE EQUITY TRUST and LEGG MASON PARTNERS VARIABLE INCOME TRUST (each a “Fund”, collectively the “Funds”); LEGG MASON PARTNERS FUND ADVISOR, LLC (the “Advisor”); and LEGG MASON INVESTOR SERVICES, LLC (the “Distributor”), collectively (the “Parties”).
SCHEDULE A SEPARATE ACCOUNTS AND ASSOCIATED CONTRACTSVariable Annuity Account a of Protective Life • April 29th, 2021
This Schedule A to the Participation Agreement dated November 23, 2020 by and between the parties identified below is updated and effective as of April 30, 2021, and replaces all prior versions of this Schedule A.
