Page 30 - Cover Letter and Evaluation for Michael Boucher
P. 30

4/2/2021                                                                 CSG Tools | Medicare Supplement
                      $123.27 /mo                 Universal Fidelity Life Insurance Company


                       HH Discount                Parent: n/a                                              Plan: G
                          7.0%                    Years in Market: 11                                      AM Best Rating: n/a
                                                  S&P Rating: n/a                                          E ective Date: 08/01/2020
                        Policy Fee                Rate Type: Attained age                                  Rating Class: Direct to Consumer
                         $25.00




           Age Increases                                      Increase History                                   Market Data
              Age           Monthly             Increase
                            Amount
                                                                                                                                      
              66            $ 123.27 /mo        0.0%
              67            $ 123.27 /mo        0.0%

              68            $ 123.27 /mo        0.0%
              69            $ 126.68 /mo        2.8%

              Average                           0.7%




                      $123.43 /mo                 The Capitol Life Insurance Company


                       HH Discount                Parent: Heritage Guar Grp                                Plan: G
                          7.0%                    Years in Market: 1                                       AM Best Rating: B++ (Outlook Positive)
                                                  S&P Rating: n/a                                          E ective Date: 01/01/2020
                        Policy Fee                Rate Type: Attained age                                  Rating Class: n/a
                         $25.00




           Age Increases                                      Increase History                                   Market Data

              Age           Monthly             Increase
                            Amount
                                                                                                                                      
              66            $ 123.43 /mo        0.0%
              67            $ 123.43 /mo        0.0%

              68            $ 123.43 /mo        0.0%

              69            $ 126.21 /mo        2.3%
              Average                           0.6%




                      $125.50 /mo                 Oxford Life Insurance Company


                       HH Discount                Parent: Amerco Corp Grp                                  Plan: G
                          8.0%                    Years in Market: 22                                      AM Best Rating: A- (Outlook Positive)
                                                  S&P Rating: A--                                          E ective Date: 06/15/2020
                        Policy Fee                Rate Type: Attained age                                  Rating Class: n/a
                         $15.00



           Age Increases                                      Increase History                                   Market Data

              Age           Monthly             Increase
                            Amount
                                                                                                                                      
              66            $ 125.50 /mo        0.0%

              67            $ 125.50 /mo        0.0%
              68            $ 125.50 /mo        0.0%

              69            $ 130.57 /mo        4.0%

              Average                           1.0%






























      https://tools.csgactuarial.com/medicare-supplement/quote/list?client_key=agZjc2dhcGlyGgsSDUNsaWVudFByb2ZpbGUYgIC4ibjCrQsMogEDY3Jt&label=Michael%27s+Wife&zip5=77018&age=65&gender=F&toba… 3/18
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