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Fixed Indexed Annuity Experience Study, Policy Years 2016-2018 | SOA

Announcement: SOA releases passing candidate numbers for February 2025 Exam FM.

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Fixed Indexed Annuity Experience Study, Policy Years 2016-2018

This joint study sponsored by LIMRA and the Society of Actuaries examines FIA full surrender, withdrawal, and GLWB utilization for experience years 2016-18.  These factors are studied from the perspective of various owner, rider, and product characteristics including “in-the-moneyness” of GLWB guarantees, systematic vs occasional withdrawal activity patterns, and the percentage of maximum GLWB benefit withdrawn.  Below is the link for this second release of the SOA/LIMRA Fixed Indexed Annuity experience study in a new data visualization dashboard format called Tableau.

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Fixed Indexed Annuity Experience Study, Policy Years 2016-2018

Fixed Indexed Annuity Experience Study, Policy Years 2016-2018 

TABLEAU - Brief Instructions for first-time users

Questions Or Comments?

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