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Commision
| | Start | End |
| 3.00 % | 0 | 79 |
| 1.50 % | 80 | 90 |
- 1st Year Rate: 3.30 %
- Rate Thereafter: 3.30 %
- Avg. Annual Yield: 3.30 %
- 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: $24,714,470
- Total Liabilities: $23,169,292
- Seperate Accounts: $1,355,932
- Total Surplus and AVR: $1,696,099
- As % of General Account Assets: 7.30 %
Invested Asset Distributed & Yield
- Total Invested Assets: $22,301,014
- Bonds: 85.00 %
- Stocks: 8.30 %
- Mortgages: 0.30 %
- Real Estate: 0.00 %
- Policy Loans: 0.10 %
- Cash & Short-Term: 1.00 %
- Other Invested Assets: 5.40 %
Net Yield on Mean Invested Assets
- 2018 (Industry Average 4.10): 5.66 %
- 5 Year Average (Industry Average 3.99%): 5.51 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.40 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 0.40 %
- As a Percent of Invested Assets: 0.00 %
Bond Quality
- Total Value of Bonds: $19,008,787
- Class 1-2 (Highest Quality): 93.50 %
- Class 3-5 (Lower Quality): 6.50 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.6
Income & Earnings
- Total Income: ($1,129,595)
- Net Premiums Written: ($1,613,187)
- Earnings Before Dividends and Taxes: ($60,510)
- Net Operating Earnings: ($99,280)
All dollar amounts are in thousands
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