p: 800-537-2476 f: 818-655-0969
Commision
| | Start | End |
| 1.30 % | 0 | 75 |
| 0.90 % | 76 | 80 |
| 0.40 % | 81 | 85 |
- 1st Year Rate: 1.30 % (1.15% under $100k)
- Rate Thereafter: 1.30 % (1.15% under $100k )
- Avg. Annual Yield: 1.30 % (1.15% under $100k )
- Minimum Premium: $5,000
- Flexible/Single Premium: F
- Minimum Additions: $1,000
- Max Issue Age Qualified: 85
- Max Issue Age Non-Qualified: 85
- Surrender Schedule: 10 %, 10 %, 10 % (Except in AK,CA,CT,DE,HI,MN,MO,NV,NJ,OH,OK,OR,PA,SC,TX,UT,WA)
- Action at end of guarantee
- Annually declared renewal rate
- Market Value Adjustment: Y (except in CA)
- Return of Principal Guarantee: N
- Waiver options
- Terminal Illness
(except in CA)
- Confinement Waiver
(except in CA, MA)
- Free Withdrawls
- Annual Fees: $0.00
- States NOT approved: NY
- Days held on Transfers: 45
Assets & Liabilities
- Total Admitted Assets: $65,504,862
- Total Liabilities: $64,296,215
- Seperate Accounts: $10,008,987
- Total Surplus and AVR: $2,006,346
- As % of General Account Assets: 3.60 %
Invested Asset Distributed & Yield
- Total Invested Assets: $53,455,761
- Bonds: 67.80 %
- Stocks: 1.30 %
- Mortgages: 19.20 %
- Real Estate: 0.00 %
- Policy Loans: 0.30 %
- Cash & Short-Term: 5.30 %
- Other Invested Assets: 6.10 %
Net Yield on Mean Invested Assets
- 2019 (Industry Average 4.27): 5.06 %
- 5 Year Average (Industry Average 4.07%): 5.70 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.70 %
- Problem Mortgages: 1.90 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 2.60 %
- As a Percent of Invested Assets: 0.10 %
Bond Quality
- Total Value of Bonds: $39,080,314
- Class 1-2 (Highest Quality): 94.90 %
- Class 3-5 (Lower Quality): 5.00 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.5
Income & Earnings
- Total Income: $3,347,585
- Net Premiums Written: $1,696,381
- Earnings Before Dividends and Taxes: $163,071
- Net Operating Earnings: $271,102
All dollar amounts are in thousands
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