FACT SHEET

FOUNDED 1888

WESTERN & SOUTHERN’S FINANCIAL INFORMATION AS OF 12/31/03:

ASSETS - $26.3 BILLION (GAAP)
ASSETS UNDER MGMT - $31.8 BILLION (GAAP)
SURPLUS & AVR - $3.3 BILLION (STATUTORY) $4.5 BILLION (GAAP)
INSURANCE IN FORCE - $55 BILLION
POLICYHOLDERS – 2.5 MILLION
PREMIUM INCOME - $2.6 BILLION
PRE-TAX TOTAL INCOME - $3.8 BILLION

RATINGS:

A.M. BEST – A++ (SUPERIOR)
S & P – AAA (EXTREMELY STRONG)
MOODYS – Aa2 (EXCELLENT)
FITCH – AA+ (VERY STRONG)

LAFAYETTE LIFE IS A LIFE AND ANNUITY COMPANY SPECIALIZING IN WHOLE LIFE INSURANCE, EQUITY INDEXED LIFE AND ANNUITY PRODUCTS, AND GROUP LIFE INSURANCE.

FOUNDED 1905

LAFAYETTE LIFE’S FINANCIAL INFORMATION AS OF 12/31/03:

ASSETS - $1.6 BILLION (STATUTORY)
SURPLUS & AVR - $117 MILLION (STATUTORY)
INSURANCE IN FORCE - $18 BILLION
POLICYHOLDERS – 92,000
PREMIUM INCOME - $271 MILLION
TOTAL INCOME - $364 MILLION

RATINGS:

A.M.BEST – “A” STABLE
S & P – “A” POSITIVE
FITCH – “A” STABLE
 

6/17/2004