Shared Success Calculations
Annuity
| TIER 1 1 Success Share for every $25 in paid premium |
||
| 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 |
||
|---|---|---|
| Corebridge | Clear Spring Life and Annuity | Principal |
| American National | Mutual of Omaha | Reliance Standard |
| Legacy | National Western | Sagicor |
| Guaranty Income Life | Oceanview Life and Annuity** | Sentinel Security Life |
* All annuities that are internal rollovers and not listed below will have shares reduced by 50%.
** Two Year MYGA 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 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 |
|||
|---|---|---|---|
| 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 |
|||
|---|---|---|---|
| Allianz Life | Brighthouse Financial | National Life Group | Symetra |
| American National | Cincinnati Life | National Western | |
| Americo | Columbus Life | Principal | |
| Ameritas | Equitable | Sagicor | |
| Assurity Life | Fidelity & Guaranty | Securian Financial | |
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 |
|
|---|---|
| OneAmerica | Lincoln Financial |
| Securian Financial | |
Medicare Supplement Calculations
| TIER 1 1 Success Share for every $15.00 in paid premium (years 1-6) |
|||
|---|---|---|---|
| Accendo | Aetna | American Continental Insurance Company | Mutual of Omaha |
| Federal Life | United States Fire Insurance Company | ||