AnnuityAdvisors - Where advisors go for advice

Ratings

A.M. BestA++ Standard & Poor'sA+
Moody'sA2 FitchUnrated
WeissC+ Comdex
(Percentile in Rated Companies)
88

Forms

Brochures

Multi-Year

Fixed-Index

Traditional

Assets & Liabilities

  • Total Admitted Assets: $15,902,859
  • Total Liabilities: $14,385,730
  • Seperate Accounts: $186,554
  • Total Surplus and AVR: $1,817,112
  • As % of General Account Assets: 11.60 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $15,436,114
  • Bonds: 58.50 %
  • Stocks: 2.70 %
  • Mortgages: 31.80 %
  • Real Estate: 0.20 %
  • Policy Loans: 0.00 %
  • Cash & Short-Term: 4.00 %
  • Other Invested Assets: 2.90 %

Net Yield on Mean Invested Assets

  • 2019 (Industry Average 4.27): 5.52 %
  • 5 Year Average (Industry Average 4.07%): 5.61 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 5.80 %
  • Problem Mortgages: 17.70 %
  • Real Estate Acquired by Foreclosure: 1.40 %
  • Total Non-Performing Assets: 24.80 %
  • As a Percent of Invested Assets: 2.90 %

Bond Quality

  • Total Value of Bonds: $9,039,899
  • Class 1-2 (Highest Quality): 86.20 %
  • Class 3-5 (Lower Quality): 12.60 %
  • Class 6 (In or Near Default): 1.20 %
  • Weighted Bond Class: 1.7

Income & Earnings

  • Total Income: $3,159,200
  • Net Premiums Written: $2,355,954
  • Earnings Before Dividends and Taxes: $345,672
  • Net Operating Earnings: $240,067
All dollar amounts are in thousands