p: 800-537-2476 f: 818-655-0969
Commision
| Start | End |
2.00 % | 0 | 80 |
1.50 % | 81 | 85 |
0.50 % | 86 | 89 |
- 1st Year Rate: 2.25 % (2.00% under $100k)
- Rate Thereafter: 2.25 % (2.00% under $100k)
- Avg. Annual Yield: 2.25 % (2.00% under $100k)
- Minimum Premium: $10,000
- Flexible/Single Premium: S
- Minimum Additions: $0
- Max Issue Age Qualified: 89
- Max Issue Age Non-Qualified: 89
- Surrender Schedule: 9 %, 8 %, 7 %, 0 %
- Action at end of guarantee
- Rollover (30 day window PRIOR to end of term)
- Market Value Adjustment: Y
- Return of Principal Guarantee: N
- Waiver options
- Extended Care
- Terminal Illness
- Free Withdrawls
- Annual Fees: $0.00
- States NOT approved: DE,HI,IN,MD,NC,NY,OH,OR,UT,VA,WA,WY
- Days held on Transfers:
Assets & Liabilities
- Total Admitted Assets: $35,802,366
- Total Liabilities: $33,100,973
- Seperate Accounts: $414
- Total Surplus and AVR: $2,999,809
- As % of General Account Assets: 8.40 %
Invested Asset Distributed & Yield
- Total Invested Assets: $35,003,875
- Bonds: 87.30 %
- Stocks: 3.40 %
- Mortgages: 2.90 %
- Real Estate: 0.30 %
- Policy Loans: 0.30 %
- Cash & Short-Term: 2.20 %
- Other Invested Assets: 3.70 %
Net Yield on Mean Invested Assets
- 2018 (Industry Average 4.10): 5.70 %
- 5 Year Average (Industry Average 3.99%): 5.44 %
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: 0.00 %
Bond Quality
- Total Value of Bonds: $31,020,918
- Class 1-2 (Highest Quality): 97.70 %
- Class 3-5 (Lower Quality): 2.20 %
- Class 6 (In or Near Default): 0.10 %
- Weighted Bond Class: 1.4
Income & Earnings
- Total Income: $6,661,443
- Net Premiums Written: $5,216,367
- Earnings Before Dividends and Taxes: $938,765
- Net Operating Earnings: $816,660
All dollar amounts are in thousands
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