Inforce Deal Sheet

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    Inforce Deal Sheet - Presentation Transcript

    1. PAGE 1 of 3 IN-FORCE FIxEd TERm ANNuITIEs | JuNE 18, 2009 Estimated Periodic Payments Interest Estimated Payment(s) Start Date _______ Rate Carrier Issued by to Buyer Purchase Price _______ Lump Sum Number of Periodic Cost of (On Level of In-Force Current Owner Code Lump Sum(s) Payment Periodic Payment Living or Declining Annuity to Buyer Issuer Rating (S&P) to Buyer Date(s) Payments End Date Increase Ref. # Balance) In-FOrCe AnnuITIeS wITh LuMP SuM PAyMenT(S) TO Buyer OM Financial Life Insurance Company $27,314 BB (S&P) $107,670.00 7-10-2025 __ __ __ TBD 9.00% Total: $107,670 A- AM Best Amica Life Insurance Company $20,400.00 10-4-2010 $36,213 Dea Case $27,747.00 sale pending 10-4-2015 __ __ __ 599 8.00% AA Total: $48,147 $26,666.00 10-14-2020 American General Life $30,000.00 4-14-2023 Insurance Company $30,000.00 10-14-2025 $60,844 __ __ __ 4683 9.00% Sto2 Case $33,333.00 4-14-2028 A+ $33,333.00 10-14-2030 $166,666.00 4-14-2033 Total: $319,998 Genworth Life Insurance Company $99,517 Pigo Case $192,000.00 3-17-2018 __ __ __ 3642 8.00% Total: $192,000 A Metropolitan Life Insurance Company $90,000.00 7-1-2015 $104,864 rami Case $110,000.00 7-1-2020 __ __ __ 3631 8.00% AA- Total: $200,000 Metropolitan Life Insurance Company $50,000.00 5-12-2012 $107,629 Antk Case $123,000.00 5-17-2027 __ __ __ 2808 8.00% AA- Total: $173,000 Metropolitan Life Insurance Company $211,918.00 8-23-2015 $209,863 $270,299.00sale pending __ __ __ 8306 8.00% Tuck Case 8-23-2025 AA- Total: $482,217 In-FOrCe AnnuITIeS wITh PerIODIC PAyMenTS TO Buyer AnD COMBInATIOnS AIG $5,000.00 / yr ale pending Insurance Company $45,384 Barn Case s 12-1-2009 17 12-1-2025 __ 1314 9.00% Total: $85,000 A+ Annuities listed subject to prior purchase. Information is subject to the final documents, subject to change, and is not guaranteed. ©2009 PAGE 1 of 3
    2. PAGE 2 of 3 IN-FORCE FIxEd TERm ANNuITIEs | JuNE 18, 2009 Estimated Periodic Payments Interest Estimated Payment(s) Start Date _______ Rate Carrier Issued by to Buyer Purchase Price _______ Lump Sum Number of Periodic Cost of (On Level of In-Force Current Owner Code Lump Sum(s) Payment Periodic Payment Living or Declining Annuity to Buyer Issuer Rating (S&P) to Buyer Date(s) Payments End Date Increase Ref. # Balance) In-FOrCe AnnuITIeS wITh PerIODIC PAyMenTS TO Buyer AnD COMBInATIOnS Metropolitan Life Insurance Company $49,338 wC $400.00 / mosale pending 2-16-2009 240 1-16-2029 __ 1488 8.00% Total: $96,000 AA- Metropolitan Life Insurance Company $500.00 / mo 7-1-2009 122 8-1-2019 $69,703 __ 1443 8.00% Mart Case $40,000.00 6-18-2014 AA- Total: $101,000 Metropolitan Life Insurance Company $750.00 / mo 4-19-2013 186 10-19-2028 $103,421 Gand Case $75,000.00 sale p ending 2-11-2017 __ 3856 8.00% AA- Total: $214,500 Metropolitan Life Insurance Company $120,584 Vela Case $950.00 / mo 2-15-2009 239 2-15-2028 __ 3529 8.00% Total: $227,050 AA- Prudential Life Insurance Company $143,600 Powe Case $897.69 / mo 2-26-2009 238 11-26-2028 3.00% 4688 8.00% Total: $286,583 AA- AIG Insurance Company $199,093 herr Case $4,045.06 / mo 7-15-2009 60 6-15-2014 __ 2183 9.00% Total: $242,703.60 A+ John hancock Life Insurance Company $673.63 / mo 7-1-2009 240 6-1-2029 3.00% $211,273 rami2 Case $20,395.00 / yr 6-5-2020 10 6-5-2029 __ 9705 8.00% $25,957.00 / yr 5-5-2024 6 5-5-2029 __ AA+ Total: $578,278 John hancock Life Insurance Company $758.83 / mo 7-1-2009 240 6-1-2029 3.00% $223,355 rami1 Case $20,395.00 / yr 6-5-2020 10 6-5-2029 __ 10019 8.00% $25,957.00 / yr 5-5-2024 6 5-5-2029 __ AA+ Total: $606,676 Annuities listed subject to prior purchase. Information is subject to the final documents, subject to change, and is not guaranteed. ©2009 PAGE 2 of 3
    3. PAGE 3 of 3 IN-FORCE FIxEd TERm ANNuITIEs | JuNE 18, 2009 Estimated Periodic Payments Interest Estimated Payment(s) Start Date _______ Rate Carrier Issued by to Buyer Purchase Price _______ Lump Sum Number of Periodic Cost of (On Level of In-Force Current Owner Code Lump Sum(s) Payment Periodic Payment Living or Declining Annuity to Buyer Issuer Rating (S&P) to Buyer Date(s) Payments End Date Increase Ref. # Balance) In-FOrCe AnnuITIeS wITh PerIODIC PAyMenTS TO Buyer AnD COMBInATIOnS Metropolitan Life Insurance Company $228,738 wid Case $2,343.22 / mo 8-1-2009 120 7-1-2019 3.00% 4689 8.00% Total: $330,407 AA- hartford Life Insurance Company $305,250 $1,984.32 / mo 8-10-2009 240 7-10-2029 3.00% 10266 8.00% Prat Case Total: $639,833 A American General Life Insurance $7,439.32 / mo 12-30-2008 240 11-30-2028 3.00% Company $50,000.00 1-31-2018 $1,155,729 $75,000.00 1-31-2023 43329 9.00% Sull Case A+ $100,000.00 1-31-2028 Total: $2,603,146 Annuities listed subject to prior purchase. Information is subject to the final documents, subject to change, and is not guaranteed. ©2009 PAGE 3 of 3

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