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Trustmark’s Financial Strength and Stability

The recent historic upheaval in the financial marketplace is, understandably, causing a great deal of anxiety. People want to know that the financial protection they have purchased — or are considering purchasing — from Trustmark or other long-standing institutions will be there for them should the need arise.

Trustmark and its policyholders are protected by a conservative investment philosophy based on careful diversification and steady, long-term returns. Trustmark is financially strong, well capitalized, and very soundly positioned to meet its obligations to policyholders. In addition, the company’s low debt to total capitalization ratio gives it a great deal of financial flexibility, even in a tightening credit market.

Financial Strength Ratings:

  • Rated A- (Excellent) by A.M. Best
  • Rated A- (Strong) by Fitch Ratings

Investment Portfolio (As of Sept. 30, 2008):

  • Trustmark has an investment portfolio of approximately $1.4 billion in marketable securities
  • 96 percent of the portfolio is in fixed income and preferred securities
  • 98 percent of the fixed income and preferred securities are investment grade

Capitalization (As of Sept. 30, 2008):

  • Capital and surplus of $510 million*
  • NAIC Risk-Based Capital Ratio of nearly 1,200 percent
  • Conservative debt to total capitalization ratio of 13 percent

*Includes net proceeds from trust preferred offering.

© 2008 Trustmark Companies (Trustmark Mutual Holding Company) and its subsidiaries
Trustmark Life Insurance Company, Trustmark Insurance Company and CoreSource. All rights reserved.