Trustmark Companies - Financial Strength

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 Jan. 1, 2009):

Trustmark has an investment portfolio of approximately $1.5 billion in marketable securities
96 percent of the portfolio is in fixed income and preferred securities
98.5 percent of the fixed income and preferred securities are investment grade

Capitalization (As of Jan. 1, 2009):

Capital and surplus of $453.5 million
NAIC Risk-Based Capital Ratio of 1,079 percent
Conservative debt to total capitalization ratio of 8 percent

Trustmark Companies by Division and Brand

Trustmark’s Financial Strength and Stability