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Commision
| | Start | End |
| 3.00 % | 0 | 79 |
| 1.50 % | 80 | 90 |
- 1st Year Rate: 3.85 %
- Rate Thereafter: 3.85 %
- Avg. Annual Yield: 3.85 %
- Minimum Premium: $20,000
- Flexible/Single Premium: S
- Minimum Additions: $0
- Max Issue Age Qualified: 90
- Max Issue Age Non-Qualified: 90
- Surrender Schedule: 9 %, 8 %, 7 %, 6 %, 5 %, 4 %, 3 %, 0 %
- Action at end of guarantee
- 30-day window at end of term
- Market Value Adjustment: Y
- Return of Principal Guarantee: N
- Waiver options
- Unemployment
- Terminal Illness
- Nursing Home
- Free Withdrawls
- Annual Fees: $0.00
- States NOT approved: AL,MS,NY (Variations in CT,DC,MA,NJ,TX)
- Days held on Transfers: 60
Assets & Liabilities
- Total Admitted Assets: $22,380,816
- Total Liabilities: $21,461,817
- Seperate Accounts: $648,781
- Total Surplus and AVR: $1,069,203
- As % of General Account Assets: 4.90 %
Invested Asset Distributed & Yield
- Total Invested Assets: $21,359,201
- Bonds: 8,390.00 %
- Stocks: 5.10 %
- Mortgages: 2.60 %
- Real Estate: 0.00 %
- Policy Loans: 0.10 %
- Cash & Short-Term: 4.10 %
- Other Invested Assets: 4.30 %
Net Yield on Mean Invested Assets
- 2017 (Industry Average 4.10): 6.49 %
- 5 Year Average (Industry Average 4.02%): 5.49 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.10 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 0.10 %
- As a Percent of Invested Assets: 0.00 %
Bond Quality
- Total Value of Bonds: $18,388,894
- Class 1-2 (Highest Quality): 93.40 %
- Class 3-5 (Lower Quality): 6.60 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.6
Income & Earnings
- Total Income: $3,764,656
- Net Premiums Written: $2,392,428
- Earnings Before Dividends and Taxes: $357,004
- Net Operating Earnings: $281,799
All dollar amounts are in thousands
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