p: 800-537-2476 f: 818-655-0969
Commision
| | Start | End |
| 2.00 % | 0 | 75 |
| 1.25 % | 76 | 85 |
- 1st Year Rate: 3.35 % (2.35% $25k-$49k; 3.00% $50k-$99k; 3.35% $100k-$249k; 3.35% for $250k+)
- Rate Thereafter: 3.35 % (2.35% $25k-$49k; 3.00% $50k-$99k; 3.35% $100k-$249k; 3.10% for $250k+)
- Avg. Annual Yield: 3.35 % (2.35% $25k-$49k; 3.00% $50k-$99k; 3.35% $100k-$249k; 3.35% 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: $36,482,772
- Total Liabilities: $34,263,861
- Seperate Accounts: $5,614,690
- Total Surplus and AVR: $2,556,961
- As % of General Account Assets: 8.30 %
Invested Asset Distributed & Yield
- Total Invested Assets: $30,257,982
- Bonds: 75.70 %
- Stocks: 3.20 %
- Mortgages: 18.10 %
- Real Estate: 0.00 %
- Policy Loans: 0.20 %
- Cash & Short-Term: 1.00 %
- Other Invested Assets: 1.80 %
Net Yield on Mean Invested Assets
- 2017 (Industry Average 4.10): 4.30 %
- 5 Year Average (Industry Average 4.02%): 4.65 %
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: $22,900,223
- Class 1-2 (Highest Quality): 95.60 %
- Class 3-5 (Lower Quality): 4.40 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.6
Income & Earnings
- Total Income: $5,465,814
- Net Premiums Written: $4,116,221
- Earnings Before Dividends and Taxes: $95,059
- Net Operating Earnings: $172,101
All dollar amounts are in thousands
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