Insurance Partners
Columbus Life
Columbus Life was founded in Columbus, Ohio in 1906. The company enjoys excellent ratings.
Condex Rating is 96 out of 100. The Comdex rating is a composite of all the ratings a company has received from the major rating agencies. It ranks insurers on a scale of 1-100 (where 1 is the lowest) in an effort to reduce confusion over ratings because each rating agency uses a different scale.
A.M. Best A+ Superior. Superior ability to meet ongoing insurance obligations (second highest of 16 ratings as of June 2009).
Standard & Poor’s AA- Very Strong. Very strong financial security characteristics (fourth highest of 21 ratings as of August 2018).
Moody’s Aa3 Excellent Quality. Excellent financial security (fourth highest of 21 ratings as of February 2009).
Fitch AA Very strong. Very strong capacity to meet policyholder and contract obligations on a timely basis (third highest of 21 ratings as of June 2009).
Columbus life is part of The Western and Southern Financial Group, a Fortune 500 company. Western and Southern Life Insurance company was founded in 1888. Besides Columbus Life, the group consists of Gerber Life, Integrity Life, Lafayette Life, and National Integrity Life. Its assets owned ($70 billion) and manage ($35 billion) for a total of $105 billion as of June 30, 2023.
National Life Group
National Life of Vermont was founded in Montpelier, VT in 1848. In 1996, National Life purchased Life Insurance Company of the Southwest.
Comdex Rating is 90. The Comdex rating is a composite of all the ratings a company has received from the major rating agencies. It rates a company from 1-100 (with 1 as the lowest) in an effort to reduce confusion over ratings because each rating agency uses a different scale.
A.M. Best A+ Superior. Superior ability to meet ongoing insurance obligations (second highest of 16 ratings).
Standard Poor’s A+ Strong. Strong financial security characteristics (fifth highest of 21 ratings).
Moody’s A1 Good Quality. Good financial security (fifth highest of 21 ratings).
The National Life Group has $41 billion in assets with $3.3 billion in statutory capital.
Nationwide
Nationwide was founded in Columbus, Ohio in 1926.
Comdex Rating is 90. The Comdex rating is a composite of all the ratings a company has received from the major rating agencies. It rates a company from 1-100 (with 1 as the lowest).
A.M. Best A+ Superior which is the second highest of 16 ratings as of October 2002.
Standard & Poor’s A+ Strong ranks fifth highest of 21 ratings as of December 2008.
Moody’s A1 Good Quality ranks fifth highest of 21 ratings as of March 2009.
Nationwide has assets of $270.2 assets from all forms of insurance (life, auto, commercial, and pet insurance). Nationwide is a Fortune 100 company as of 2022. They are the #1 writer of corporate life insurance (2022), #1 writer of farms and ranches (2021), #1 pet insurer (2021), 6th largest US domiciled excess and surplus (2021), and 10th largest commercial insurer (2021).
Penn Mutual
Penn Mutual was founded in Philadelphia in 1847.
Comdex Rating is 96. The Comdex rating is a composite of all ratings a company has received from the major rating agencies. It rates a company from 1-100 (with 1 as the lowest).
A.M. Best A+ Superior which is the second highest of 16 ratings.
Standard and Poor’s A+ Strong ranks fifth highest of 21 ratings.
Moody’s Aa3 High Quality ranks fourth highest of 21 ratings.
Fitch AA- Very Strong ranks fourth of 21 ratings.
Penn Mutual’s assets, as of December 31, 2022, was $41.6 billion. It is one of the earliest mutual life insurance companies in the United States.
Bank PArtners
JPMorgan Chase
JPMorgan Chase & Co. is an American multinational and universal bank and financial services firm headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States and the world's largest bank by market capitalization as of 2023.
Bank of America
The Bank of America Corporation is an American multinational investment bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with investment banking and auxiliary headquarters in Manhattan. The bank was founded in San Francisco, California.
Citigroup
Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.
Wells Fargo
Wells Fargo & Company is an American multinational financial services company with a significant global presence. The company operates in 35 countries and serves over 70 million customers worldwide.