AnnuityAdvisors - Where advisors go for advice

Ratings

A.M. BestA Standard & Poor'sA+
Moody'sA2 FitchA+
WeissB Comdex
(Percentile in Rated Companies)
81

Forms

Brochures

Multi-Year

Fixed-Index

Traditional

Assets & Liabilities

  • Total Admitted Assets: $76,674,793
  • Total Liabilities: $74,286,968
  • Seperate Accounts: $32,618,170
  • Total Surplus and AVR: $2,941,630
  • As % of General Account Assets: 6.70 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $43,212,716
  • Bonds: 81.40 %
  • Stocks: 0.30 %
  • Mortgages: 10.40 %
  • Real Estate: 0.10 %
  • Policy Loans: 1.60 %
  • Cash & Short-Term: 0.30 %
  • Other Invested Assets: 6.00 %

Net Yield on Mean Invested Assets

  • 2016 (Industry Average 4.01): 4.99 %
  • 5 Year Average (Industry Average 4.1%): 5.27 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 5.40 %
  • Problem Mortgages: 0.00 %
  • Real Estate Acquired by Foreclosure: 0.60 %
  • Total Non-Performing Assets: 6.00 %
  • As a Percent of Invested Assets: 0.40 %

Bond Quality

  • Total Value of Bonds: $35,339,306
  • Class 1-2 (Highest Quality): 93.80 %
  • Class 3-5 (Lower Quality): 5.80 %
  • Class 6 (In or Near Default): 0.50 %
  • Weighted Bond Class: 1.5

Income & Earnings

  • Total Income: $7,280
  • Net Premiums Written: $4,608,196
  • Earnings Before Dividends and Taxes: $770,844
  • Net Operating Earnings: $641,063
All dollar amounts are in thousands