Shared Success Calculations
Annuity
| TIER 1 1 Success Share for every $25 in paid premium |
||
| American Equity * | EquiTrust | MassMutual Ascend |
| Athene | Fidelity & Guaranty | Lincoln Financial |
| TIER 2 1 Success Share for every $30 in paid premium |
||
|---|---|---|
| American National | North American | Sagicor |
| Corebridge | Oceanview Life and Annuity** | Sentinel Security Life |
| Guaranty Income Life | Reliance Standard | Silac |
| Mutual of Omaha | Revol One | |
* 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. | |
|---|---|
| • 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 |
|||
|---|---|---|---|
| Corebridge | Mutual of Omaha | Prudential | |
| John Hancock | Nationwide | Protective | |
| Legal & General (Banner) | North American | SBLI | |
| Lincoln Financial | Pacific Life | Transamerica | |
| Mass Mutual | |||
| TIER 2 1 Success Share for every $1.50 in paid premium |
|||
|---|---|---|---|
| Allianz Life | Cincinnati Life | Sagicor | |
| Ameritas | Fidelity & Guaranty | Securian Financial | |
| Assurity Life | North American | Symetra | |
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 Amicable Life |
| Corebridge (accident) |
| Assurity Life |
| Mutual of Omaha |
| 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 |
EquiTrust | OneAmerica |
|---|---|
| Lincoln Financial | Securian Financial |