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: 1.55 % (1.30% under $100k (0.15% less in AK,UT))
- Rate Thereafter: 1.55 % (1.30% under $100k (0.15% less in AK,UT))
- Avg. Annual Yield: 1.55 % (1.30% under $100k (0.15% less in AK,UT))
- 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,MD,NC,NY,OH,OR,UT,VA,WA,WY
- Days held on Transfers:
Assets & Liabilities
- Total Admitted Assets: $40,018,796
- Total Liabilities: $37,150,682
- Seperate Accounts: $6,616
- Total Surplus and AVR: $3,307,266
- As % of General Account Assets: 8.30 %
Invested Asset Distributed & Yield
- Total Invested Assets: $38,812,438
- Bonds: 83.20 %
- Stocks: 3.20 %
- Mortgages: 3.50 %
- Real Estate: 0.30 %
- Policy Loans: 0.20 %
- Cash & Short-Term: 3.80 %
- Other Invested Assets: 5.70 %
Net Yield on Mean Invested Assets
- 2019 (Industry Average 4.27): 4.85 %
- 5 Year Average (Industry Average 4.07%): 5.23 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 0.40 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 0.40 %
- As a Percent of Invested Assets: 0.00 %
Bond Quality
- Total Value of Bonds: $33,143,056
- Class 1-2 (Highest Quality): 97.80 %
- Class 3-5 (Lower Quality): 2.20 %
- Class 6 (In or Near Default): 0.00 %
- Weighted Bond Class: 1.4
Income & Earnings
- Total Income: $7,132,582
- Net Premiums Written: $4,704,442
- Earnings Before Dividends and Taxes: $159,770
- Net Operating Earnings: $29,301
All dollar amounts are in thousands
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