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2020-2024 Individual Payout Annuity Study - Data Request

The Society of Actuaries (SOA) Research Institute’s Individual Annuity Experience Committee (IAEC) and LIMRA are soliciting mortality experience for fixed and variable payout annuity, and deferred income annuity data for the years 2020 to 2024.

The SOA Research Institute and LIMRA are partnering together to complete industry experience studies. Under this partnership, the SOA Research Institute’s IAEC and LIMRA plan to complete an update to the Individual Annuity Mortality Experience Study previously completed in 2023. The goals of this update are to:

  • compare recent annuitant mortality experience with valuation tables;
  • compare 2020-2024 annuitant mortality experience with the prior experience from the 2014-2019 study;
  • compare recent annuitant mortality experience with the 2012 IAM tables with and without the G2 improvement scale; and
  • analyze recent annuitant mortality experience with respect to various annuity benefit types.

Your timely voluntary data submission is a valuable contribution to this Study. We request your data, as described in the attachment below, no later than October 31, 2025. If you would like to contribute, but find that this timing is challenging, please contact StudyPro@soa.org.

In an effort to ensure these important industry studies can be funded on a sustainable basis, the SOA Research Institute and LIMRA are offering the detailed outputs of this work as part of a paid subscription to Experience Studies Pro.

The following may be included in the outputs made available for subscribers:

  • detailed experience study report with analysis and commentary;
  • a set of data visualization dashboards with the ability to filter on and drill down into the detail of the results of the study;
  • dataset(s) containing the aggregated experience collected for the purpose of this study. The datasets may be made available in excel files, text files or downloads from the data visualization tool;
  • models or other tools developed to support the analyses completed in the study; and
  • other outputs as determined by the SOA Research Institute and LIMRA.

For more information, please refer to the attached data submission instructions and feel free to contact us with any questions.

Materials

2020-2024 Individual Payout Annuity Study Data Request

Questions Or Comments?

If you have any questions, please contact StudyPro@soa.org