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Commision
| | Start | End |
| 3.50 % | 0 | 75 |
| 2.70 % | 76 | 85 |
| 2.00 % | 86 | 89 |
- 1st Year Rate: 2.00 % (2.00% in NY)
- Rate Thereafter: 1.00 % (1.00% in NY)
- Avg. Annual Yield: 1.10 % (1.10% 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: $9,914,360
- Total Liabilities: $8,643,016
- Seperate Accounts: $2,158,563
- Total Surplus and AVR: $1,429,694
- As % of General Account Assets: 18.40 %
Invested Asset Distributed & Yield
- Total Invested Assets: $7,689,069
- Bonds: 69.60 %
- Stocks: 11.60 %
- Mortgages: 8.70 %
- Real Estate: 0.00 %
- Policy Loans: 1.40 %
- Cash & Short-Term: 3.30 %
- Other Invested Assets: 5.40 %
Net Yield on Mean Invested Assets
- 2019 (Industry Average 4.27): 3.79 %
- 5 Year Average (Industry Average 4.07%): 4.41 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.80 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 0.80 %
- As a Percent of Invested Assets: 0.10 %
Bond Quality
- Total Value of Bonds: $5,493,420
- Class 1-2 (Highest Quality): 93.20 %
- Class 3-5 (Lower Quality): 6.60 %
- Class 6 (In or Near Default): 0.20 %
- Weighted Bond Class: 1.5
Income & Earnings
- Total Income: $781,480
- Net Premiums Written: $477,243
- Earnings Before Dividends and Taxes: $17,981
- Net Operating Earnings: $8,618
All dollar amounts are in thousands
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