p: 800-537-2476 f: 818-655-0969
Commision
| | Start | End |
| 2.50 % | 0 | 80 |
| 1.25 % | 81 | 89 |
- 1st Year Rate: 2.85 %
- Rate Thereafter: 2.85 %
- Avg. Annual Yield: 2.85 %
- Minimum Premium: $10,000
- Flexible/Single Premium: S
- Minimum Additions: $0
- Max Issue Age Qualified: 89
- Max Issue Age Non-Qualified: 89
- Surrender Schedule: 9 %, 8 %, 7 %, 6 %, 5 %, 0 %
- Action at end of guarantee
- Rollover (30 day window PRIOR to end of term)
- Market Value Adjustment: Y
- Return of Principal Guarantee: N
- Waiver options
- Free Withdrawls
- Annual Fees: $0.00
- States NOT approved: CA,CT,HI,MA,ME,MN,MS,NY,VT,WY
- Days held on Transfers: 60
Assets & Liabilities
- Total Admitted Assets: $646,077
- Total Liabilities: $512,007
- Seperate Accounts:
- Total Surplus and AVR: $134,282
- As % of General Account Assets: 20.80 %
Invested Asset Distributed & Yield
- Total Invested Assets: $115,682
- Bonds: 50.40 %
- Stocks: 0.00 %
- Mortgages: 33.60 %
- Real Estate: 0.00 %
- Policy Loans: 0.00 %
- Cash & Short-Term: 16.00 %
- Other Invested Assets: 0.00 %
Net Yield on Mean Invested Assets
- 2019 (Industry Average 4.27): 2.48 %
- 5 Year Average (Industry Average 4.07%): 0.97 %
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: $58,323
- Class 1-2 (Highest Quality): 10.00 %
- Class 3-5 (Lower Quality): 0.00 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.2
Income & Earnings
- Total Income: $1,583
- Net Premiums Written:
- Earnings Before Dividends and Taxes: ($1,220)
- Net Operating Earnings: ($1,096)
All dollar amounts are in thousands
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