| Fiscal period | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|
| Period End Date | 12/31/2020 | 12/31/2019 | 12/31/2018 | 12/31/2017 | 12/31/2016 | 12/31/2015 | 12/31/2014 | 12/31/2013 | 12/31/2012 | 12/31/2011 |
|---|
| Premiums | 1,395.00 | 2,224.00 | 2,467.00 | 1,394.00 | 1,491.00 | 1,455.00 | 1,385.00 | 1,282.00 | 1,223.00 | 1,220.00 |
| Net investment income | 1,251.00 | 1,463.00 | 1,596.00 | 1,509.00 | 1,576.00 | 1,688.00 | 1,741.00 | 1,889.00 | 1,933.00 | 2,046.00 |
| Management, financial advice and service fees | 7,368.00 | 7,015.00 | 6,776.00 | 6,415.00 | 5,802.00 | 5,950.00 | 5,810.00 | 5,253.00 | 4,692.00 | 4,537.00 |
| Distribution fees | 1,661.00 | 1,919.00 | 1,877.00 | 1,757.00 | 1,781.00 | 1,847.00 | 1,894.00 | 1,771.00 | 1,616.00 | 1,573.00 |
| Other revenues | 283.00 | 269.00 | 208.00 | 1,105.00 | 1,189.00 | 1,260.00 | 1,466.00 | 1,035.00 | 795.00 | 863.00 |
| Banking and deposit interest expense | (59.00) | (136.00) | (89.00) | (48.00) | (39.00) | (30.00) | (28.00) | (31.00) | (42.00) | (47.00) |
| Gain on disposal of business | -- | 213.00 | -- | -- | -- | -- | -- | -- | -- | -- |
| Total Revenues | 11,899.00 | 12,967.00 | 12,835.00 | 12,132.00 | 11,800.00 | 12,170.00 | 12,268.00 | 11,199.00 | 10,217.00 | 10,192.00 |
| Amortization of deferred acquisition costs | 277.00 | 179.00 | 322.00 | 267.00 | 415.00 | 354.00 | 367.00 | 207.00 | 286.00 | 397.00 |
| Interest credited to fixed accounts | 644.00 | 669.00 | 674.00 | 656.00 | 623.00 | 668.00 | 713.00 | 806.00 | 831.00 | 856.00 |
| Compensation and benefits | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Distribution expenses | 4,059.00 | 3,810.00 | 3,637.00 | 3,397.00 | 3,200.00 | 3,276.00 | 3,236.00 | 2,925.00 | 2,591.00 | 2,559.00 |
| General and administrative expense | 3,120.00 | 3,287.00 | 3,171.00 | 3,158.00 | 3,084.00 | 3,082.00 | 3,095.00 | 3,056.00 | 3,096.00 | 3,010.00 |
| Benefits, claims, losses and settlement expenses | (1,806.00) | (2,576.00) | (2,302.00) | (2,233.00) | (2,646.00) | (2,261.00) | (1,982.00) | (1,954.00) | (1,899.00) | (1,606.00) |
| Total Operating Expenses | 10,068.00 | 10,735.00 | 10,351.00 | 9,918.00 | -- | -- | -- | -- | -- | -- |
| Interest and debt expense | 162.00 | 214.00 | 245.00 | 207.00 | 241.00 | 387.00 | 328.00 | 281.00 | 276.00 | 317.00 |
| Separation costs | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Other expenses | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Income before income tax provision, discontinued operations and accounting chang | 1,831.00 | 2,232.00 | 2,484.00 | 2,214.00 | 1,591.00 | 2,142.00 | 2,547.00 | 1,970.00 | 1,238.00 | 1,447.00 |
| Foreign | -- | -- | -- | -- | 180.00 | 432.00 | 689.00 | 330.00 | 77.00 | 97.00 |
| United States | -- | -- | -- | -- | 1,411.00 | 1,710.00 | 1,858.00 | 1,640.00 | 1,161.00 | 1,350.00 |
| Income tax provision | 297.00 | 339.00 | 386.00 | 734.00 | 278.00 | 455.00 | 545.00 | 492.00 | 335.00 | 377.00 |
| Federal income tax :Current | 527.00 | 531.00 | 275.00 | 468.00 | 245.00 | 509.00 | 248.00 | 549.00 | 229.00 | 250.00 |
| Federal income tax :Deferred | (309.00) | (297.00) | 20.00 | 169.00 | (36.00) | (124.00) | 202.00 | (102.00) | 37.00 | 90.00 |
| State, local and other income taxes-current | 63.00 | 80.00 | 45.00 | 58.00 | -- | 36.00 | 33.00 | 24.00 | 25.00 | -- |
| Foreign taxes-deferred | 4.00 | 2.00 | 3.00 | (8.00) | (1.00) | (3.00) | (4.00) | (6.00) | (2.00) | (8.00) |
| State and local:Current income tax: | -- | -- | -- | 52.00 | 44.00 | -- | -- | -- | -- | 21.00 |
| Foreign: Current income tax: | 28.00 | 36.00 | 41.00 | -- | 23.00 | 41.00 | 36.00 | 37.00 | 31.00 | 23.00 |
| State and local:Deferred income tax | (16.00) | (13.00) | 2.00 | (5.00) | 3.00 | (4.00) | 30.00 | (10.00) | 15.00 | 1.00 |
| Income before discontinued operations and accounting change | -- | -- | -- | -- | -- | -- | 2,002.00 | 1,478.00 | 903.00 | 1,070.00 |
| Discontinued operations, net of tax | -- | -- | -- | -- | -- | -- | (2.00) | (3.00) | (2.00) | (60.00) |
| Cumulative effect of accounting change, net of tax | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Net income | -- | -- | -- | -- | -- | 1,687.00 | 2,000.00 | 1,475.00 | 901.00 | 1,010.00 |
| Less: Net income (loss) attributable to noncontrolling interests | -- | -- | -- | -- | -- | 125.00 | 381.00 | 141.00 | (128.00) | (106.00) |
| Net income attributable to common stockholders | 1,534.00 | 1,893.00 | 2,098.00 | 1,480.00 | 1,313.00 | 1,562.00 | 1,619.00 | 1,334.00 | 1,029.00 | 1,116.00 |
| Income from continuing operations | -- | -- | -- | -- | -- | -- | 8.46 | 6.58 | 4.71 | 4.87 |
| Income from discontinued operations, net of tax | -- | -- | -- | -- | -- | -- | (0.01) | (0.02) | (0.01) | (0.25) |
| Cumulative effect of accounting change, net of tax | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Net Earnings Per Share (Basic) | 12.39 | 14.12 | 14.41 | 9.60 | 7.90 | 8.60 | 8.45 | 6.56 | 4.70 | 4.62 |
| Income from continuing operations | -- | -- | -- | -- | -- | -- | 8.31 | 6.46 | 4.63 | 4.77 |
| Income from discontinued operations, net of tax | -- | -- | -- | -- | -- | -- | (0.01) | (0.02) | (0.01) | (0.24) |
| Cumulative effect of accounting change, net of tax | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Net Earnings Per Share (Diluted) | 12.20 | 13.92 | 14.20 | 9.44 | 7.81 | 8.48 | 8.30 | 6.44 | 4.62 | 4.53 |
| Weighted Average Shares Outstanding (Basic) | 123.80 | 134.10 | 145.60 | 154.10 | 166.30 | 181.70 | 191.60 | 203.20 | 218.70 | 241.40 |
| Weighted Average Shares Outstanding (Diluted) | 125.70 | 136.00 | 147.70 | 156.70 | 168.20 | 184.20 | 195.00 | 207.10 | 222.80 | 246.30 |