Company UTG, Inc.

UTGN

US90342M1099

Life & Health Insurance

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sector Life Insurance

Market Closed - OTC Markets Other stock markets 09:30:30 2024-05-13 EDT			5-day change	1st Jan Change
30.01 ^USD	-0.13%		-0.13%	-0.33%

05-13	UTG, Inc. Reports Earnings Results for the First Quarter Ended March 31, 2024	CI
04-01	UTG, Inc. Reports Earnings Results for the Full Year Ended December 31, 2023	CI

UTG, Inc. is an insurance holding company. The Company is engaged in the business of individual life insurance, which includes the servicing of existing insurance business in-force, the acquisition of other companies in the insurance business, and the administration and processing of life insurance business for other entities. It operates through its subsidiary Universal Guaranty Life Insurance Company (UG). UGâs product portfolio consists of a limited number of life insurance product offerings. All the products are individual life insurance products, with design variations from each other to provide choices to the customer. Its Tradition policy is a fixed premium whole life insurance policy. Its annuity product is a five-year, single premium product. The Companyâs investment real estate portfolio includes ownership in oil and gas royalties. Its investment portfolio consists of fixed maturities, equity securities, trading securities, mortgage loans, notes receivable and real estate.

Number of employees: 40

USD in Million	2022	Weight	2023	Weight	Delta
Life Insurance 100.0 %	70	100.0 %	25	100.0 %	-63.53%

USD in Million	2022	Weight	2023	Weight	Delta
United States 100.0 %	70	100.0 %	25	100.0 %	-63.53%

Managers	Title	Age	Since
Jesse Correll CEO	Chief Executive Officer	67	98-12-31
Theodore Miller DFI	Director of Finance/CFO	61	92-09-30
Jacob Joncarl Andrew CIO	Chief Investment Officer	-	06-12-31
Michael Keith Borden COO	Chief Operating Officer	-	-
Bradley J. Betack SEC	Corporate Secretary	-	-
Julie Ann Abel TRE	Treasurer	-	11-12-31
Douglas Ditto PRN	Corporate Officer/Principal	68	03-05-31

Members of the board	Title	Age	Since
Howard Dayton BRD	Director/Board Member	80	05-11-30
Peter Ochs BRD	Director/Board Member	72	06-06-30
Jesse Correll CEO	Chief Executive Officer	67	98-12-31
Thomas Darden BRD	Director/Board Member	69	-
Thomas Harmon BRD	Director/Board Member	69	16-03-22
Gabriel Molnar BRD	Director/Board Member	37	17-03-31
Preston Correll BRD	Director/Board Member	43	18-12-04
John Cortines BRD	Director/Board Member	35	18-12-04
April Chapman BRD	Director/Board Member	58	20-12-01

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	3,164,779	906,940 ( 28.66 %)	0	28.66 %

Name	Equities	%	Valuation
First Southern Funding, Inc. 57.09 %	1,806,785	57.09 %	56 M $
Jesse Correll 4.876 %	154,312	4.876 %	5 M $
Cumberland Lake Shell, Inc. 4.068 %	128,750	4.068 %	4 M $
Thomas Darden 2.003 %	63,391	2.003 %	2 M $
Douglas Ditto 1.592 %	50,394	1.592 %	2 M $
Theodore Miller 0.5148 %	16,292	0.5148 %	505 459 $
Howard Dayton 0.3531 %	11,174	0.3531 %	346 673 $
Casey Willis 0.2535 %	8,024	0.2535 %	248 945 $
Peter Ochs 0.2500 %	7,911	0.2500 %	245 439 $
Thomas Harmon 0.1270 %	4,020	0.1270 %	124 721 $

UTG, Inc.

205 North Depot Street

40484, Stanford

http://www.utgins.com

Financials

Life & Health Insurance

Life Insurance

	1st Jan change	Capi.
UTG, INC.	-0.33%	95.13M
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.	+5.83%	102B
AIA GROUP LIMITED	-7.57%	92.29B
LIFE INSURANCE CORPORATION OF INDIA	+11.05%	67.53B
CHINA PACIFIC INSURANCE (GROUP) CO., LTD.	+16.65%	33.36B
FUBON FINANCIAL HOLDING CO., LTD.	+10.34%	28.7B
JAPAN POST HOLDINGS CO., LTD.	+18.30%	28.68B
SBI LIFE INSURANCE COMPANY LIMITED	-0.27%	17.09B
HDFC LIFE INSURANCE COMPANY LIMITED	-12.58%	14.41B
NN GROUP N.V.	+24.95%	13.54B

Life Insurance