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: 2.70 % (2.55% in NY)
- Rate Thereafter: 1.70 % (1.55% in NY)
- Avg. Annual Yield: 1.80 % (1.65% 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: $9,415,090
- Total Liabilities: $8,283,823
- Seperate Accounts: $2,242,401
- Total Surplus and AVR: $1,231,340
- As % of General Account Assets: 17.20 %
Invested Asset Distributed & Yield
- Total Invested Assets: $7,103,938
- Bonds: 74.90 %
- Stocks: 10.60 %
- Mortgages: 8.00 %
- Real Estate: 0.00 %
- Policy Loans: 1.50 %
- Cash & Short-Term: 1.20 %
- Other Invested Assets: 3.80 %
Net Yield on Mean Invested Assets
- 2018 (Industry Average 4.10): 3.82 %
- 5 Year Average (Industry Average 3.99%): 4.57 %
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: $5,383,844
- Class 1-2 (Highest Quality): 92.90 %
- Class 3-5 (Lower Quality): 7.10 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.5
Income & Earnings
- Total Income: $908,007
- Net Premiums Written: $660,978
- Earnings Before Dividends and Taxes: $44,075
- Net Operating Earnings: $32,706
All dollar amounts are in thousands
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