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Commision
| | Start | End |
| 1.80 % | 0 | 80 |
| 0.90 % | 81 | 85 |
- 1st Year Rate: 1.75 % (1.50% under $100k)
- Rate Thereafter: 1.75 % (1.50% under $100k)
- Avg. Annual Yield: 1.75 % (1.50% under $100k)
- Minimum Premium: $10,000
- Flexible/Single Premium: S
- Minimum Additions: $0
- Max Issue Age Qualified: 85
- Max Issue Age Non-Qualified: 85
- Surrender Schedule: 8 %, 8 %, 7 %, 0 %
- Action at end of guarantee
- Annually declared renewal rate
- Market Value Adjustment: Y
- Return of Principal Guarantee: N
- Waiver options
- Nursing Home
- Terminal Illness
- Free Withdrawls
- Annual Fees: $0.00
- States NOT approved: NY
- Days held on Transfers: 60
Assets & Liabilities
- Total Admitted Assets: $36,338,346
- Total Liabilities: $34,449,297
- Seperate Accounts: $3,172,046
- Total Surplus and AVR: $2,273,585
- As % of General Account Assets: 6.90 %
Invested Asset Distributed & Yield
- Total Invested Assets: $32,521,653
- Bonds: 66.80 %
- Stocks: 0.50 %
- Mortgages: 22.90 %
- Real Estate: 0.00 %
- Policy Loans: 0.00 %
- Cash & Short-Term: 5.40 %
- Other Invested Assets: 4.40 %
Net Yield on Mean Invested Assets
- 2019 (Industry Average 4.27): 5.52 %
- 5 Year Average (Industry Average 4.07%): 4.57 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.00 %
- Problem Mortgages: 3.20 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 3.20 %
- As a Percent of Invested Assets: 0.20 %
Bond Quality
- Total Value of Bonds: $21,854,235
- Class 1-2 (Highest Quality): 98.60 %
- Class 3-5 (Lower Quality): 1.40 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.2
Income & Earnings
- Total Income: $6,705,013
- Net Premiums Written: $4,810,280
- Earnings Before Dividends and Taxes: $329,583
- Net Operating Earnings: $273,160
All dollar amounts are in thousands
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