AnnuityAdvisors - Where advisors go for advice

Ratings

A.M. BestA Standard & Poor'sA+
Moody'sA2 FitchA+
WeissB Comdex
(Percentile in Rated Companies)
80

Forms

Brochures

Multi-Year

Fixed-Index

Traditional

Assets & Liabilities

  • Total Admitted Assets: $81,664,956
  • Total Liabilities: $78,864,992
  • Seperate Accounts: $36,574,568
  • Total Surplus and AVR: $3,325,616
  • As % of General Account Assets: 7.40 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $44,278,355
  • Bonds: 80.40 %
  • Stocks: 0.30 %
  • Mortgages: 13.10 %
  • Real Estate: 0.10 %
  • Policy Loans: 1.50 %
  • Cash & Short-Term: 0.30 %
  • Other Invested Assets: 4.30 %

Net Yield on Mean Invested Assets

  • 2017 (Industry Average 4.10): 4.82 %
  • 5 Year Average (Industry Average 4.02%): 5.12 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 2.90 %
  • Problem Mortgages: 0.00 %
  • Real Estate Acquired by Foreclosure: 1.10 %
  • Total Non-Performing Assets: 4.00 %
  • As a Percent of Invested Assets: 0.30 %

Bond Quality

  • Total Value of Bonds: $35,628,011
  • Class 1-2 (Highest Quality): 94.00 %
  • Class 3-5 (Lower Quality): 5.70 %
  • Class 6 (In or Near Default): 0.30 %
  • Weighted Bond Class: 1.5

Income & Earnings

  • Total Income: $6,889,030
  • Net Premiums Written: $4,179,018
  • Earnings Before Dividends and Taxes: $958,007
  • Net Operating Earnings: $739,467
All dollar amounts are in thousands