p: 800-537-2476 f: 818-655-0969
Commision
| | Start | End |
| 3.50 % | 0 | 75 |
| 2.70 % | 76 | 85 |
| 2.00 % | 86 | 89 |
- 1st Year Rate: 3.90 % (3.75% in NY)
- Rate Thereafter: 2.90 % (2.75% in NY)
- Avg. Annual Yield: 3.00 % (2.85% in NY)
- Minimum Premium: $20,000
- Flexible/Single Premium: S
- Minimum Additions: $0
- Max Issue Age Qualified: 89
- Max Issue Age Non-Qualified: 89
- Surrender Schedule: 8 %, 8 %, 7 %, 7 %, 6 %, 5 %, 4 %, 3 %, 2 %, 1 %, 0 % (Different in NY)
- 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: All States
- Days held on Transfers: 30
Assets & Liabilities
- Total Admitted Assets: $7,999,573
- Total Liabilities: $7,191,255
- Seperate Accounts: $2,440,514
- Total Surplus and AVR: $897,319
- As % of General Account Assets: 16.10 %
Invested Asset Distributed & Yield
- Total Invested Assets: $5,484,632
- Bonds: 75.80 %
- Stocks: 10.30 %
- Mortgages: 4.80 %
- Real Estate: 0.00 %
- Policy Loans: 2.00 %
- Cash & Short-Term: 2.50 %
- Other Invested Assets: 4.60 %
Net Yield on Mean Invested Assets
- 2016 (Industry Average 4.01): 4.83 %
- 5 Year Average (Industry Average 4.1%): 4.71 %
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: 0.10 %
Bond Quality
- Total Value of Bonds: $4,290,400
- Class 1-2 (Highest Quality): 92.20 %
- Class 3-5 (Lower Quality): 7.70 %
- Class 6 (In or Near Default): 0.10 %
- Weighted Bond Class: 1.5
Income & Earnings
- Total Income: $1,391,902
- Net Premiums Written: $1,201,816
- Earnings Before Dividends and Taxes: $110,083
- Net Operating Earnings: $90,326
All dollar amounts are in thousands
This site is intended for licensed professionals © 2018 Annuity Financial & Insurance Services, Inc | CA License #0D28717
Disclaimer
