Identifies InvestProducts that cannot be used within a policy on any arrangement if the
associated option being modeled is selected. Within this context, InvestProduct may represent
a fund, a category, a model or an allocation rule. If any one "exclusion" fund is
used on the policy, then the rider or arrangement is not available.For example, you may not select this rider if funds A or B or C are used as a destination
fund for the initial premium OR you may not select this fund if rider or arrangement A or B or
C are selected.If there are restrictive funds applicable (e.g. If 8 out of 10 funds are applicable), then
all eight would have to be explicitly stated using Exclusion Invest Product. |