2020 Shared Success Calculations
Annuity
| Tier 1 1 Success Share for every $25 in paid premium |
|
|---|---|
| American Equity * | Great American |
| Athene | Lincoln Financial |
| EquiTrust | North American |
| Fidelity & Guaranty | |
| Tier 2 1 Success Share for every $30 in paid premium |
||
|---|---|---|
| American General | Guggenheim Life and Annuity | Reliance Standard |
| American National | Mutual of Omaha | Sagicor |
| Legacy | National Western | Sentinel Security Life |
| Guaranty Income Life | Principal | Symetra |
* All annuities that are internal rollovers and not listed below will have shares reduced by 50%.
| The following are credited at 1 Success Share for every $75 in paid premium. | |
|---|---|
| • All Single Premium Immediate Annuities | • All applications with reduced commission due to annuitants/owners age |
| • All Deferred Income Annuities | • EquiTrust subsequent deposits for policies in the previous calendar year |
| • All Multi-Year Guarantee Annuities | |
| • All annuities with a surrender of 5 years and less | |
Life Calculations
| Tier 1 1 Success Share for every $1.00 in paid premium |
|
|---|---|
| American General | Pacific Life |
| John Hancock | Prudential |
| Legal & General (Banner) | Protective |
| Lincoln Financial | SBLI |
| Mutual of Omaha | Transamerica |
| North American | |
| Tier 2 1 Success Share for every $1.50 in paid premium |
||
|---|---|---|
| Allianz Life | Equitable | National Western |
| American National | Brighthouse Financial | Principal |
| Americo | Cincinnati Life | Sagicor |
| Ameritas | Columbus Life | Securian Financial |
| Assurity Life | Fidelity & Guaranty | Symetra |
• Single premium products are credited at 1 Success Share for every $25 in paid premium.
• The ratio for all Final Expense products is 1 Success Share for every $2 in paid premium.
• Success Shares are not credited on non-commissionable policy fees
Long-Term Care, Disability and Critical Illness Calculations
| Tier 1 1 Success Share for every $1.50 in paid premium |
|---|
| Illinois Mutual |
| Principal |
| Tier 2 1 Success Share for every $2.00 in paid premium |
|---|
| American General (accident) |
| Assurity Life |
| Mutual of Omaha |
| Transamerica |
| Tier 3 1 Success Share for every $8.00 in paid premium |
|---|
| Petersen International |
| Underwriters |
Linked Benefits Calculations
| Tier 1 1 Success Share for every $35.00 in paid premium |
|
|---|---|
| OneAmerica | Lincoln Financial |
| Securian Financial | |
Medicare Supplement Calculations
| Tier 1 1 Success Share for every $15.00 in paid premium (years 1-6) |
|||
|---|---|---|---|
| Aetna | Central States Indemnity | Loyal American | Standard Life |
| American National | Cigna | Manhattan Life | Thrivent |
| American Retirement | CSI Life | Medico | Bankers Fidelity |
| Liberty Bankers Life | Mutual of Omaha Companies | ||