AnnuityAdvisors - Where advisors go for advice

Ratings

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

Forms

Brochures

Multi-Year

Fixed-Index

Traditional

Assets & Liabilities

  • Total Admitted Assets: $184,622,621
  • Total Liabilities: $179,303,031
  • Seperate Accounts: $107,991,082
  • Total Surplus and AVR: $6,168,688
  • As % of General Account Assets: 8.00 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $74,239,504
  • Bonds: 71.10 %
  • Stocks: 1.40 %
  • Mortgages: 19.20 %
  • Real Estate: 0.70 %
  • Policy Loans: 1.00 %
  • Cash & Short-Term: 1.70 %
  • Other Invested Assets: 4.80 %

Net Yield on Mean Invested Assets

  • 2018 (Industry Average 4.10): 4.54 %
  • 5 Year Average (Industry Average 3.99%): 4.56 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 0.20 %
  • Problem Mortgages: 0.00 %
  • Real Estate Acquired by Foreclosure: 0.00 %
  • Total Non-Performing Assets: 0.20 %
  • As a Percent of Invested Assets: 0.00 %

Bond Quality

  • Total Value of Bonds: $53,627,433
  • Class 1-2 (Highest Quality): 95.80 %
  • Class 3-5 (Lower Quality): 4.10 %
  • Class 6 (In or Near Default): 0.00 %
  • Weighted Bond Class: 1.4

Income & Earnings

  • Total Income: $14,465,610
  • Net Premiums Written: $9,702,896
  • Earnings Before Dividends and Taxes: $1,298,208
  • Net Operating Earnings: $1,085,734
All dollar amounts are in thousands