p: 800-537-2476 f: 818-655-0969
Commision
| | Start | End |
| 3.00 % | 0 | 80 |
| 2.25 % | 81 | 85 |
| 1.50 % | 86 | 90 |
- 1st Year Rate: 3.10 % (3.20% for $250k+)
- Rate Thereafter: 3.10 % (3.20% for $250k+)
- Avg. Annual Yield: 3.10 % (3.20% for $250k+)
- Minimum Premium: $10,000
- Flexible/Single Premium: S
- Minimum Additions: $0
- Max Issue Age Qualified: 90
- Max Issue Age Non-Qualified: 90
- Surrender Schedule: 7 %, 6 %, 5 %, 4 %, 3 %, 2 %, 1 %, 1 %, 1 %, 1 %, 0 %
- Action at end of guarantee
- Rollover (30 day window PRIOR to end of term)
- Market Value Adjustment: Y (Not in DE,MO,OR,PA,WA)
- Return of Principal Guarantee: N
- Waiver options
- Terminal Illness
- Nursing Home
- Free Withdrawls
- Interest-only year 1; 10% starting year 2
- Annual Fees: $0.00
- States NOT approved: NJ,NY
- Days held on Transfers: 45
Assets & Liabilities
- Total Admitted Assets: $13,716,199
- Total Liabilities: $13,065,082
- Seperate Accounts: $2,087,416
- Total Surplus and AVR: $768,237
- As % of General Account Assets: 6.60 %
Invested Asset Distributed & Yield
- Total Invested Assets: $8,866,475
- Bonds: 68.10 %
- Stocks: 3.90 %
- Mortgages: 3.20 %
- Real Estate: 0.00 %
- Policy Loans: 8.90 %
- Cash & Short-Term: 7.70 %
- Other Invested Assets: 8.30 %
Net Yield on Mean Invested Assets
- 2016 (Industry Average 4.01): 6.16 %
- 5 Year Average (Industry Average 4.1%): 6.11 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.20 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 0.20 %
- As a Percent of Invested Assets: 0.00 %
Bond Quality
- Total Value of Bonds: $6,549,516
- Class 1-2 (Highest Quality): 96.40 %
- Class 3-5 (Lower Quality): 3.60 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.6
Income & Earnings
- Total Income: $1,523,534
- Net Premiums Written: $957,807
- Earnings Before Dividends and Taxes: $116,899
- Net Operating Earnings: $207,597
All dollar amounts are in thousands
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