p: 800-537-2476 f: 818-655-0969
Commision
| Start | End |
2.00 % | 0 | 75 |
1.00 % | 76 | 85 |
- 1st Year Rate: 2.10 % (1.80% under $100k)
- Rate Thereafter: 2.10 % (1.80% under $100k)
- Avg. Annual Yield: 2.10 % (1.80% under $100k)
- Minimum Premium: $10,000
- Flexible/Single Premium: S
- Minimum Additions: $0
- Max Issue Age Qualified: 70
- Max Issue Age Non-Qualified: 85
- Surrender Schedule: 8 %, 8 %, 8 %, 7 %, 6 %, 5 %, 0 %
- Action at end of guarantee
- 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: NY
- Days held on Transfers: 30
Assets & Liabilities
- Total Admitted Assets: $192,292,552
- Total Liabilities: $186,003,879
- Seperate Accounts: $57,530,427
- Total Surplus and AVR: $8,245,895
- As % of General Account Assets: 6.10 %
Invested Asset Distributed & Yield
- Total Invested Assets: $130,163,966
- Bonds: 76.00 %
- Stocks: 0.70 %
- Mortgages: 16.50 %
- Real Estate: 0.10 %
- Policy Loans: 1.00 %
- Cash & Short-Term: 0.30 %
- Other Invested Assets: 5.30 %
Net Yield on Mean Invested Assets
- 2019 (Industry Average 4.27): 5.03 %
- 5 Year Average (Industry Average 4.07%): 5.24 %
Non Performing Assets as % of Surplus & AVR
- Bonds In or Near Default: 1.90 %
- Problem Mortgages: 0.00 %
- Real Estate Acquired by Foreclosure: 0.00 %
- Total Non-Performing Assets: 2.00 %
- As a Percent of Invested Assets: 0.10 %
Bond Quality
- Total Value of Bonds: $99,548,847
- Class 1-2 (Highest Quality): 93.50 %
- Class 3-5 (Lower Quality): 6.30 %
- Class 6 (In or Near Default): 0.20 %
- Weighted Bond Class: 1.5
Income & Earnings
- Total Income: $20,651,899
- Net Premiums Written: $14,264,715
- Earnings Before Dividends and Taxes: $1,000,062
- Net Operating Earnings: $235,665
All dollar amounts are in thousands
This site is intended for licensed professionals © 2021 Annuity Financial & Insurance Services, Inc | CA License #0D28717
Disclaimer