p: 800-537-2476 f: 818-655-0969
Commision
| | Start | End |
| 2.00 % | 0 | 75 |
| 1.25 % | 76 | 85 |
- 1st Year Rate: 2.00 % (1.30% $25k-$49k; 1.85% $50k-$99k; 2.00% $100k-$249k; 2.00% for $250k+)
- Rate Thereafter: 2.00 % (1.30% $25k-$49k; 1.85% $50k-$99k; 2.00% $100k-$249k; 2.00% for $250k+)
- Avg. Annual Yield: 2.00 % (1.30% $25k-$49k; 1.85% $50k-$99k; 2.00% $100k-$249k; 2.00% for $250k+)
- Minimum Premium: $10,000
- Flexible/Single Premium: S
- Minimum Additions: $0
- Max Issue Age Qualified: 90
- Max Issue Age Non-Qualified: 90
- Surrender Schedule: 7 %, 7 %, 7 %, 6 %, 5 %, 0 %
- Action at end of guarantee
- 30-day window at end of term
- Market Value Adjustment: N
- Return of Principal Guarantee: N
- Waiver options
- Free Withdrawls
- Annual Fees: $0.00
- States NOT approved: NY
- Days held on Transfers: 60
Assets & Liabilities
- Total Admitted Assets: $37,859,874
- Total Liabilities: $35,733,308
- Seperate Accounts: $5,658,380
- Total Surplus and AVR: $2,360,241
- As % of General Account Assets: 7.30 %
Invested Asset Distributed & Yield
- Total Invested Assets: $31,528,432
- Bonds: 78.90 %
- Stocks: 1.10 %
- Mortgages: 18.00 %
- Real Estate: 0.00 %
- Policy Loans: 0.20 %
- Cash & Short-Term: 0.70 %
- Other Invested Assets: 1.10 %
Net Yield on Mean Invested Assets
- 2018 (Industry Average 4.10): 4.14 %
- 5 Year Average (Industry Average 3.99%): 4.44 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.00 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 0.00 %
- As a Percent of Invested Assets: 0.00 %
Bond Quality
- Total Value of Bonds: $24,873,250
- Class 1-2 (Highest Quality): 96.50 %
- Class 3-5 (Lower Quality): 3.50 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.6
Income & Earnings
- Total Income: $5,370,564
- Net Premiums Written: $268,702
- Earnings Before Dividends and Taxes: ($127,865)
- Net Operating Earnings: ($115,512)
All dollar amounts are in thousands
This site is intended for licensed professionals © 2020 Annuity Financial & Insurance Services, Inc | CA License #0D28717
Disclaimer
