C
JEFFERSON NATIONAL LIFE INS CO
DallasTX
Rating Date
November 2025
NAIC
Classification
Risk Adjusted
Capital Ratio #1
Risk Adjusted
Capital Ratio #2
Total
Assets
Capital
Net
Premiums
Net
Income
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Major Rating Factors: Fair overall results on stability tests (3.7 on a scale of 0 to 10) including excessive premium growth. Good quality investment portfolio (6.3) despite mixed results such as: minimal exposure to mortgages and large holdings of BBB rated bonds but minimal holdings in junk bonds. Strong capitalization (7.3) based on excellent risk adjusted capital (severe loss scenario).
Other Rating Factors: Excellent profitability (9.4) with operating gains in each of the last five years. Excellent Liquidity (7.0).
Stability Factors: G - Fast asset or premium growth. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Ind annuities (100.0%)
Licensed in: All states except NY, PR
Investments
Invested Assets
Cash
CMO & Structured Securities
Other Investment Grade Bonds
Non-Investment Grade Bonds
Common & Preferred Stock
Mortgages in Good Standing
Non-Performing Mortgages
Real Estate
Other Investments
Investments in Affiliates
Corporate Info
Group Affiliation
Nationwide Mutual Group
Investment Rating
--
Company Address
350 NORTH ST PAUL STREET
DALLAS, TX 75201
Phone Number
(614) 249-1545
NAIC Number
64017
Largest Affiliates
C
COLUMBUS, OH - L&A
B
Columbus, OH - P&C
B
B
Scottsdale, AZ - P&C