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: 3.75 % (2.65% $15k to $49,999; 3.15% $50k to $99k; 3.75% $100k+)
- Rate Thereafter: 3.75 % (2.65% $15k to $49,999; 3.15% $50k to $99k; 3.75% $100k+)
- Avg. Annual Yield: 3.75 % (2.65% $15k to $49,999; 3.15% $50k to $99k; 3.75% $100k+)
- 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: CA,DE,DC,FL,MT, NY,ND,SD
- Days held on Transfers: 30
Assets & Liabilities
- Total Admitted Assets: $1,115,003
- Total Liabilities: $1,042,343
- Seperate Accounts: $0
- Total Surplus and AVR: $79,038
- As % of General Account Assets: 7.10 %
Invested Asset Distributed & Yield
- Total Invested Assets: $1,073,097
- Bonds: 87.40 %
- Stocks: 2.70 %
- Mortgages: 3.20 %
- Real Estate: 0.00 %
- Policy Loans: 2.80 %
- Cash & Short-Term: 0.90 %
- Other Invested Assets: 3.10 %
Net Yield on Mean Invested Assets
- 2017 (Industry Average 4.10): 4.96 %
- 5 Year Average (Industry Average 4.02%): 4.81 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.00 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.10 %
- Total Non-Performing Assets: 0.10 %
- As a Percent of Invested Assets: 0.00 %
Bond Quality
- Total Value of Bonds: $937,746
- Class 1-2 (Highest Quality): 99.00 %
- Class 3-5 (Lower Quality): 1.00 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.5
Income & Earnings
- Total Income: $134,293
- Net Premiums Written: $84,465
- Earnings Before Dividends and Taxes: ($19,252)
- Net Operating Earnings: ($11,567)
All dollar amounts are in thousands
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