AnnuityAdvisors - Where advisors go for advice

Ratings

A.M. BestA+ Standard & Poor'sA+
Moody'sA1 FitchAA-
WeissB+ Comdex
(Percentile in Rated Companies)
90

Forms

Brochures

Multi-Year

Fixed-Index

Traditional

Assets & Liabilities

  • Total Admitted Assets: $171,337,718
  • Total Liabilities: $166,693,927
  • Seperate Accounts: $104,434,866
  • Total Surplus and AVR: $5,396,732
  • As % of General Account Assets: 8.10 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $64,965,459
  • Bonds: 71.90 %
  • Stocks: 1.30 %
  • Mortgages: 18.60 %
  • Real Estate: 0.70 %
  • Policy Loans: 1.20 %
  • Cash & Short-Term: 1.10 %
  • Other Invested Assets: 5.20 %

Net Yield on Mean Invested Assets

  • 2016 (Industry Average 4.01): 4.66 %
  • 5 Year Average (Industry Average 4.1%): 4.78 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 1.10 %
  • Problem Mortgages: 0.00 %
  • Real Estate Acquired by Foreclosure: 0.00 %
  • Total Non-Performing Assets: 1.10 %
  • As a Percent of Invested Assets: 0.10 %

Bond Quality

  • Total Value of Bonds: $47,367,809
  • Class 1-2 (Highest Quality): 93.10 %
  • Class 3-5 (Lower Quality): 6.70 %
  • Class 6 (In or Near Default): 0.10 %
  • Weighted Bond Class: 1.4

Income & Earnings

  • Total Income: $12,045,235
  • Net Premiums Written: $7,808,454
  • Earnings Before Dividends and Taxes: $1,475,070
  • Net Operating Earnings: $1,143,297
All dollar amounts are in thousands