
Shared Success Calculations
Annuity
TIER 1 1 Success Share for every $25 in paid premium |
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American Equity * | MassMutual Ascend | Silac |
Athene | Lincoln Financial | |
EquiTrust | Nassau Life & Annuity | |
Fidelity & Guaranty | North American |
TIER 2 1 Success Share for every $30 in paid premium |
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American National | Mutual of Omaha | Reliance Standard |
Corebridge | National Western | Sagicor |
Guaranty Income Life | Oceanview Life and Annuity** | Sentinel Security Life |
Legacy | Principal |
* All annuities that are internal rollovers and not listed below will have shares reduced by 50%.
** MYGA two years or less gain no Success Shares
The following are credited at 1 Success Share for every $75 in paid premium. | |
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• 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 annuities with a surrender of 5 years and less | |
Multi-Year Guarantee Annuities greater than two years are credited at 1 Success Share for every $125 in paid premium. MYGAs two years or less gain no Success Shares |
Life Calculations
TIER 1 1 Success Share for every $1.00 in paid premium |
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Corebridge | Mutual of Omaha | Prudential | |
Legal & General (Banner) | Nationwide | Protective | |
Lincoln Financial | North American | SBLI | |
Mass Mutual | Pacific Life | Transamerica |
TIER 2 1 Success Share for every $1.50 in paid premium |
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Allianz Life | Brighthouse Financial | Fidelity & Guaranty | Securian Financial |
American National | Cincinnati Life | National Western | Symetra |
Ameritas | Columbus Life | Principal | |
Assurity Life | Equitable | Sagicor |
Long-Term Care, Disability and Critical Illness Calculations
TIER 1 1 Success Share for every $1.50 in paid premium |
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Illinois Mutual |
Principal |
TIER 2 1 Success Share for every $2.00 in paid premium |
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American Amicable Life |
Corebridge (accident) |
Assurity Life |
Mutual of Omaha |
TIER 3 1 Success Share for every $8.00 in paid premium |
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Petersen International Underwriters |
Linked Benefits Calculations
TIER 1 1 Success Share for every $35.00 in paid premium |
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OneAmerica | Lincoln Financial |
Securian Financial |