Group Life Experience Studies

The SOA offers studies and table reports on group life insurance for use by actuaries. Studies often contain many files for download, including multiple ZIP files, PDFs and Excel files. Table reports are often accompanied by Excel workbooks with complimentary materials.

2024

• Group Life COVID-19 Mortality Survey Report Series
• April
• The SOA Research Institute announces the Group Life COVID-19 Mortality Survey Report Series, which gathers a high-level view of U.S. group term life insurance mortality experience since the onset of the COVID-19 pandemic as compared to a pre-pandemic baseline period.

2023

• Group Life COVID-19 Mortality Survey (Updated through June 2023)
• November
• The Group Life COVID-19 Mortality Survey gathers a high-level view of U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through June 2023, as compared to prior period baseline mortality results. This new report is an update to the survey report released in May 2023, which contained data through December 2022.
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• 2023 Group Term Life Waiver Experience Table Report
  June
  This report documents the construction of the 2023 Group Life Waiver Experience Table, which is based on data from years 2006-2015.
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• Group Life COVID-19 Mortality Survey (Updated through December 2022)
  May
  The Group Life COVID-19 Mortality Survey gathers a high-level view of U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through December 2022, as compared to prior period baseline mortality results. This new report is an update to the survey report released in November 2022, which contained data through June 2022.

2022

• Group Life COVID-19 Mortality Survey (Updated through June 2022)
  November
  The Group Life COVID-19 Mortality Survey gathers a high-level view of U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through June 2022, as compared to prior period baseline mortality results. This new report is an update to the survey report released in August 2022, which contained data through March 2022.
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• Group Life COVID-19 Mortality Survey (Updated through March 2022)
  August
  The Group Life COVID-19 Mortality Survey gathers a high-level view of U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through March 2022, as compared to prior period baseline mortality results. This new report is an update to the survey report released in January 2022, which contained data through September 2021.
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• Group Life COVID-19 Mortality Survey (Updated through September 2021)
  January
  The Group Life COVID-19 Mortality Survey gathers a high-level view of U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through September 2021, as compared to prior period baseline mortality results. This new report is an update to the survey report released in July 2021, which contained data through March 2021.

2021

• Group Life COVID-19 Mortality Survey (Updated through March 2021)
  July
  The Group Life COVID-19 Mortality Survey gathers a high-level view of U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through March 2021, as compared to prior period baseline mortality results. This new report is an update to the survey report released in December 2020, which contained data through August 2020.

2020

• Group Life COVID-19 Mortality Survey
  December

2019

• 2019 Group Life Waiver of Premium Report  
  April

2016

• 2016 Group Term Life Mortality Study & Tables  
  October

2013

• 2013 Group Term Life Experience Study & Tables (Supplemental Reports added Dec. 2014)
  May

2006

• 2006 Group Term Life Mortality & Morbidity Study
  August
• 2005 Group Term Life Waiver Reserve Table Report
  March

1996

• 1996 Group Term Life Mortality & Morbidity Study
  January