Individual Annuity Experience Studies
The SOA offers studies and table reports with a focus on individual annuities 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.
2023
- 2019-2021 Variable Annuity Contract Owner Behavior Experience Study
November - 2019-2020 Fixed Indexed Annuity Contract Owner Behavior Study
August - 2011-2015 Deferred Annuity Mortality Study
April
2022
2021
- 2018 Variable Annuity Guaranteed Living Benefits Utilization
November - Fixed Indexed Annuity Experience Study, Policy Years 2016-2018
October
2020
- 2017 Variable Annuity Guaranteed Living Benefits Utilization
August - 2005-2017 Structured Settlement Report & Pivot Tables
January
2019
- Fixed Indexed Annuity Experience Study – Policy Years 2013-15
October - 2016 Variable Annuity Guaranteed Living Benefits Utilization
September
2018
2016
- 2009-13 Structured Settlement Mortality Experience Report & Pivot Tables (Updated 8/9/18)
December - 2009-13 Individual Payout Annuity Experience Report & Pivot Tables (Updated 12/31/22)
December - Variable Annuity Guaranteed Living Benefits Utilization Study – 2014 Experience
December - 2000-08 Structured Settlement Mortality Experience Report (Revised September 2016)
February - Variable Annuity Guaranteed Living Benefits Utilization Study - 2013 Experience
January
2014
- Variable Annuity Guaranteed Living Benefits Utilization Study - 2012 Experience
November - 2005-08 Individual Payout Annuity Experience Report (Supplemental Tables added Jan. 2015)
July
2013
2009
2006
- Deferred Annuity Persistency Report
November - Analysis of Mortality Experience Under Variable and Fixed Individual Annuities During the Deferred Period
September