v3.26.1
Note 5 - Liability for Future Policyholder Benefits (Tables)
6 Months Ended
Jun. 30, 2026
Notes Tables  
Liability for Future Policy Benefit, Activity [Table Text Block]

Present Value of Expected Future Net Premiums

                       
   

As of June 30, 2026

 
   

Individual Life

   

Critical Illness

   

Total

 

Balance, beginning of year

  $ (400,344 )   $ 18,024     $ (382,320 )

Beginning balance at original discount rate

    (268,690 )     19,818       (248,872 )

Effect of changes in cash flow assumptions

    (925,033 )     -       (925,033 )

Effect of actual variances from expected experience

    144,622       (1,202 )     143,420  

Adjusted beginning of year balance

    (1,049,101 )     18,616       (1,030,485 )
                         

New issues

    4,761,295       -       4,761,295  

Interest accrual

    97,627       395       98,022  

Net premiums collected

    (5,000,609 )     (865 )     (5,001,474 )

Derecognition (lapses)

    -       -       -  

Ending balance at original discount rate

    (1,190,788 )     18,146       (1,172,642 )

Effect of changes in discount rate assumptions

    (186,242 )     (1,871 )     (188,113 )

Balance, end of period

  $ (1,377,030 )   $ 16,275     $ (1,360,755 )

Present Value of Expected Future Policy Benefits

                       
   

Individual

                 
   

Life

   

Critical Illness

   

Total

 

Balance, beginning of year

  $ 42,752,573     $ 10,630     $ 42,763,203  

Beginning balance at original discount rate

    46,369,816       12,582       46,382,398  

Effect of changes in cash flow assumptions

    274       -       274  

Effect of actual variances from expected experience

    10,634       (1,485 )     9,149  

Adjusted beginning of year balance

    46,380,724       11,097       46,391,821  
                         

New issues

    4,884,721       -       4,884,721  

Death benefits

    (2,501,704 )     -       (2,501,704 )

Surrender/maturity

    (41,049 )     -       (41,049 )

Other benefits

    -       (279 )     (279 )

Dividends

    -       -       -  

Return of premium

    -       -       -  

Expense included in Reserve

    (36,012 )     (21 )     (36,033 )

Interest accrued

    927,669       643       928,312  

Ending balance at original discount rate

    49,614,349       11,440       49,625,789  

Effect of changes in discount rate assumptions

    (4,202,756 )     (1,832 )     (4,204,588 )

Balance, end of period

  $ 45,411,593     $ 9,608     $ 45,421,201  
                         

Net liability for future policy benefits

  $ 46,788,623     $ (6,667 )   $ 46,781,956  

Flooring of liability at zero at cohort level

    -       7,163       7,163  

Net liability for future policy benefits, post-flooring

    46,788,623       496       46,789,119  

Less: Reinsurance recoverable

    496,950       (11,118 )     485,832  

Net liability for future policy benefits, after reinsurance recoverable

  $ 46,291,673     $ 11,614     $ 46,303,287  

Present Value of Expected Future Net Premiums

 

As of December 31, 2025

 
   

Individual

                 
   

Life

   

Critical Illness

   

Total

 

Balance, beginning of year

  $ 399,564     $ 10,179     $ 409,743  

Beginning balance at original discount rate

    649,287       11,560       660,847  

Effect of changes in cash flow assumptions

    (1,239,943 )     -       (1,239,943 )

Effect of actual variances from expected experience

    (10,249 )     8,992       (1,257 )

Adjusted beginning of year balance

    (600,905 )     20,552       (580,353 )
                         

New issues

    9,148,351       156       9,148,507  

Interest accrual

    339,056       838       339,894  

Net premiums collected

    (9,155,192 )     (1,728 )     (9,156,920 )

Derecognition (lapses)

    -       -       -  

Ending balance at original discount rate

    (268,690 )     19,818       (248,872 )

Effect of changes in discount rate assumptions

    (131,654 )     (1,794 )     (133,448 )

Balance, end of year

  $ (400,344 )   $ 18,024     $ (382,320 )

Present Value of Expected Future Policy Benefits

                       
   

Individual

                 
   

Life

   

Critical Illness

   

Total

 

Balance, beginning of year

  $ 36,222,623     $ 10,698     $ 36,233,321  

Beginning balance at original discount rate

    40,651,821       12,947       40,664,768  

Effect of changes in cash flow assumptions

    21,011       -       21,011  

Effect of actual variances from expected experience

    (106,799 )     9,457       (97,342 )

Adjusted beginning of year balance

    40,566,033       22,404       40,588,437  
                         

New issues

    9,735,500       156       9,735,656  

Death benefits

    (5,672,746 )     (10,000 )     (5,682,746 )

Surrender/maturity

    (127,270 )     -       (127,270 )

Other benefits

    -       (527 )     (527 )

Dividends

    (2 )     -       (2 )

Return of premium

    -       -       -  

Expense included in Reserve

    (64,683 )     (37 )     (64,720 )

Interest accrued

    1,932,984       586       1,933,570  

Ending balance at original discount rate

    46,369,816       12,582       46,382,398  

Effect of changes in discount rate assumptions

    (3,617,243 )     (1,952 )     (3,619,195 )
                         

Balance, end of year

  $ 42,752,573     $ 10,630     $ 42,763,203  
                         

Net liability for future policy benefits, pre-flooring

  $ 43,152,917     $ (7,394 )   $ 43,145,523  

Flooring of liability at zero at cohort level

    -       7,570       7,570  

Net liability for future policy benefits, post-flooring

    43,152,917       176       43,153,093  

Less: Reinsurance recoverable

    421,244       (9,962 )     411,282  

Net liability for future policy benefits, after reinsurance recoverable

  $ 42,731,673     $ 10,138     $ 42,741,811  
   

June 30, 2026

   

December 31, 2025

 

Liability for future policyholder benefits

  $ 46,789,119     $ 43,153,093  

In course of settlements

    128,901       764,862  

Incurred but not reported

    273,560       372,089  

Other

    225,484       269,409  

Total liability for future policyholder benefits

  $ 47,417,064     $ 44,559,453  
   

June 30, 2026 (undiscounted)

 
   

Individual 

   

 

 
   

Life

   

Critical Illness

 

Expected future gross premiums

  $ 15,542,020     $ 407,187  

Expected future benefits and expenses

  $ 86,412,203     $ 23,714  
   

June 30, 2026 (discounted)

 
   

Individual

       
   

Life

   

Critical Illness

 

Expected future gross premiums

  $ 11,140,425     $ 220,679  

Expected future benefits and expenses

  $ 45,411,593     $ 9,608  
   

December 31, 2025 (undiscounted)

 
   

Individual

   

 

 
   

Life

   

Critical Illness

 

Expected future gross premiums

  $ 15,692,183     $ 412,176  

Expected future benefits and expenses

  $ 80,814,045     $ 27,063  
   

December 31, 2025 (discounted)

 
   

Individual

   

 

 
   

Life

   

Critical Illness

 

Expected future gross premiums

  $ 11,460,334     $ 225,911  

Expected future benefits and expenses

  $ 42,752,573     $ 10,630