Description: This report presents mortality under individual immediate annuities, life income settlements, and matured deferred annuities between the 1971 and 1976 anniversaries.

Description: Fixed Indexed Annuity Experience Study – Policy Years 2013-15

Description: This is the tenth experience study conducted by the SOA’s Committee on Life Insurance Company Expenses on inter-company expenses. Contributions of individual life and annuity expense data were received from 13 US life insurance companies.

Description: This report deals with the findings of the 1954 iinter-company study of the mortality under individual immediate annuities.

Description: This 1973 report is a sex-distinct summary of the relevant mortality experience for the general population, for insured lives, and for life annuitants.

Description: This report focuses on the Fixed Indexed Annuity (FIA) contract owner behavior study conducted by the SOA Research Institute and LIMRA for the years 2021-2022. It includes detailed analyses on withdrawals, surrender rates, contract values, distribution channels, and more.

Description: The Individual Annuity Experience Committee of the Society of Actuaries has completed an experience study of individual payout annuities, covering calendar years 2009 through 2013. View the 2009-13 Individual Payout Annuity Experience Pivot Tables - Individual contract duration year.

Description: The document is a Request for Data Contributions for the 2022-23 Variable Annuity Contract Holder Behavior Experience Study. It outlines the purpose of the study, data submission procedures, important dates, data transmission instructions, study outputs, benefits to data contributors, and data access and ownership details.

Description: This 1972 report covers intercompany mortality experience on life income settlements arising out of death claims, life income settlements arising out of maturities or cash surrenders, and matured deferred annuity contracts.

Description: This study examines the persistency of deferred annuities on a contract anniversary basis for 1992 and 1993 anniversaries. One purpose of this study is to analyze the surrender activity of deferred annuities by selected product, customer, and distribution characteristics. This study is the first to examine surrender activity of all types of deferred annuities.