p: 800-537-2476 f: 818-655-0969
Commision
| | Start | End |
| 1.75 % | 0 | 80 |
| 1.25 % | 81 | 85 |
| 0.75 % | 86 | 90 |
- 1st Year Rate: 2.80 % (1.70% $15k to $49,999; 2.20% $50k to $99k; 2.80% $100k+ (0.05% less in CA))
- Rate Thereafter: 2.80 % (1.70% $15k to $49,999; 2.20% $50k to $99k; 2.80% $100k+(0.05% less in CA))
- Avg. Annual Yield: 2.80 % (1.70% $15k to $49,999; 2.20% $50k to $99k; 2.80% $100k+(0.05% less in CA))
- Minimum Premium: $15,000
- 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 %
- Action at end of guarantee
- 30-day window at end of term
- Market Value Adjustment: Y
- Return of Principal Guarantee: N
- Waiver options
- Free Withdrawls
- Annual Fees: $0.00
- States NOT approved: MT
- Days held on Transfers: 30
Assets & Liabilities
- Total Admitted Assets: $1,582,992
- Total Liabilities: $1,491,986
- Seperate Accounts: $0
- Total Surplus and AVR: $91,532
- As % of General Account Assets: 5.80 %
Invested Asset Distributed & Yield
- Total Invested Assets: $1,524,844
- Bonds: 89.80 %
- Stocks: 2.90 %
- Mortgages: 2.50 %
- Real Estate: 0.00 %
- Policy Loans: 1.90 %
- Cash & Short-Term: 2.40 %
- Other Invested Assets: 0.50 %
Net Yield on Mean Invested Assets
- 2018 (Industry Average 4.10): 4.39 %
- 5 Year Average (Industry Average 3.99%): 4.72 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.00 %
- Problem Mortgages: 0.10 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 0.20 %
- As a Percent of Invested Assets: 0.00 %
Bond Quality
- Total Value of Bonds: $1,369,346
- Class 1-2 (Highest Quality): 98.80 %
- Class 3-5 (Lower Quality): 1.20 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.5
Income & Earnings
- Total Income: $439,112
- Net Premiums Written: $388,825
- Earnings Before Dividends and Taxes: ($7,716)
- Net Operating Earnings: ($4,258)
All dollar amounts are in thousands
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