AnnuityAdvisors - Where advisors go for advice

Ratings

A.M. BestA+ Standard & Poor'sAA-
Moody'sAa3 FitchAA
WeissB Comdex
(Percentile in Rated Companies)
95

Forms

Brochures

Multi-Year

Fixed-Index

Traditional

Assets & Liabilities

  • Total Admitted Assets: $775,745
  • Total Liabilities: $470,452
  • Seperate Accounts: $4,772
  • Total Surplus and AVR: $308,195
  • As % of General Account Assets: 40.00 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $629,294
  • Bonds: 88.70 %
  • Stocks: 0.90 %
  • Mortgages: 6.00 %
  • Real Estate: 0.20 %
  • Policy Loans: 0.30 %
  • Cash & Short-Term: 2.30 %
  • Other Invested Assets: 1.60 %

Net Yield on Mean Invested Assets

  • 2017 (Industry Average 4.10): 3.86 %
  • 5 Year Average (Industry Average 4.02%): 3.69 %

Non Performing Assets as % of Surplus & AVR

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

Bond Quality

  • Total Value of Bonds: $558,141
  • 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: $339,393
  • Net Premiums Written: $238,910
  • Earnings Before Dividends and Taxes: $8,826
  • Net Operating Earnings: $365
All dollar amounts are in thousands