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● Hermann Sons Life invests funds in accordance with federal and state laws.
● Hermann Sons Life strives to achieve the highest rate of return while providing the necessary protection of principal.
● Investments are selected which provide stability of income and reasonable liquidity with a maturity schedule which meets our liquidity needs.
● Hermann Sons Life has adopted and follows a conservative investment policy where safety is the primary objective in any investment transaction.
REAL ESTATE $4,205,052 1.63%
The total amount invested in the equity portfolio shall not be greater than 10%.
STOCKS $10,704,611 4.14%
CLIENT RESOURCE SECTION
MORTGAGE LOANS ON REAL ESTATE $7,369,343 2.85%
Based on Audited Financials as of 12/31/2021
CONTRACT LOANS $5,258,529 2.03%
CASH IN BANK $1,305,954 0.50%
OTHER INVESTED ASSETS $858,871 0.33%
Revised 05/01/2023
The investment in any one issuing company will not exceed 15% of surplus at the time of purchase.
The majority of investments are in government and corporate bonds.
Hermann Sons Life maintains a bond and stock portfolio with an average rating of A or better by 2 out of 3 ratings agencies.
BONDS $228,920,297 88.52%
MORE THAN 150 YEARS OF STRENGTH & SECURITY
HERMANN SONS LIFE
