Major Rating Factors:
Fair overall results on stability tests (3.9 on a scale of 0 to 10) including fair risk adjusted capital in prior years. Good quality investment portfolio (6.0) with no exposure to mortgages and no exposure to junk bonds. Weak profitability (2.0) with operating losses during the first nine months of 2024.
Other Rating Factors:
Strong capitalization (7.5) based on excellent risk adjusted capital (severe loss scenario). Excellent Liquidity (7.0).
Stability Factors:
C - Past results on our Risk-Adjusted Capital tests.
T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business:
Other (100%)
Licensed in:
All states except CA, NY, WI, 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
Tiptree Inc
Investment Rating
Company Address
2350 Prince Ave Bldg 1 Ste 4
Woodstock, GA 30188
Woodstock, GA 30188
Phone Number
(904) 407-1097
NAIC Number
97691
Website
Largest Affiliates