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: 3.60 % (3.45% in NY)
- Rate Thereafter: 2.60 % (2.45% in NY)
- Avg. Annual Yield: 2.70 % (2.55% 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: $9,210,213
- Total Liabilities: $8,334,454
- Seperate Accounts: $2,476,506
- Total Surplus and AVR: $981,700
- As % of General Account Assets: 14.60 %
Invested Asset Distributed & Yield
- Total Invested Assets: $6,653,429
- Bonds: 76.00 %
- Stocks: 8.80 %
- Mortgages: 6.90 %
- Real Estate: 0.00 %
- Policy Loans: 1.60 %
- Cash & Short-Term: 1.60 %
- Other Invested Assets: 5.10 %
Net Yield on Mean Invested Assets
- 2017 (Industry Average 4.10): 4.40 %
- 5 Year Average (Industry Average 4.02%): 4.69 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.10 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 0.10 %
- As a Percent of Invested Assets: 0.00 %
Bond Quality
- Total Value of Bonds: $5,151,425
- Class 1-2 (Highest Quality): 92.70 %
- Class 3-5 (Lower Quality): 7.30 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.5
Income & Earnings
- Total Income: $1,068,034
- Net Premiums Written: $845,693
- Earnings Before Dividends and Taxes: $38,470
- Net Operating Earnings: $44,994
All dollar amounts are in thousands
This site is intended for licensed professionals © 2019 Annuity Financial & Insurance Services, Inc | CA License #0D28717
Disclaimer
