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Commision
| | Start | End |
| 3.50 % | 0 | 75 |
| 2.70 % | 76 | 85 |
| 2.00 % | 86 | 89 |
- 1st Year Rate: 3.45 % (3.30% in NY)
- Rate Thereafter: 2.45 % (2.30% in NY)
- Avg. Annual Yield: 2.55 % (2.40% 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: $6,844,346
- Total Liabilities: $6,165,784
- Seperate Accounts: $2,480,289
- Total Surplus and AVR: $758,069
- As % of General Account Assets: 17.40 %
Invested Asset Distributed & Yield
- Total Invested Assets: $4,284,450
- Bonds: 74.00 %
- Stocks: 12.70 %
- Mortgages: 4.40 %
- Real Estate: 0.00 %
- Policy Loans: 2.60 %
- Cash & Short-Term: 2.60 %
- Other Invested Assets: 3.70 %
Net Yield on Mean Invested Assets
- 2016 (Industry Average 4.01): 5.21 %
- 5 Year Average (Industry Average 4.1%): 4.68 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.50 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 0.50 %
- As a Percent of Invested Assets: 0.10 %
Bond Quality
- Total Value of Bonds: $3,262,595
- Class 1-2 (Highest Quality): 92.70 %
- Class 3-5 (Lower Quality): 7.20 %
- Class 6 (In or Near Default): 0.10 %
- Weighted Bond Class: 1.5
Income & Earnings
- Total Income: $1,246,491
- Net Premiums Written: $1,101,228
- Earnings Before Dividends and Taxes: $87,693
- Net Operating Earnings: $75,399
All dollar amounts are in thousands
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