Description: Report presenting the 1976-86 mortality experience for contracts issued in the U.S. through 1985 under individual immediate annuities, life income settlements, and matured deferred annuities.

Description: This paper describes the derivation of the ELAS Life Income Mortality Table, which has been adopted by the Equitable Life Assurance Society as the mortality basis for the life income option of the modes of settlement in its current series of policy forms and for the calculation of premiums under currently issued individual deferred annuity contracts.

Description: Provides a methodology for determining the value of the share of a particular individual in a joint and survivor annuity held by a trust.

Description: 1959 intercompany study of mortality under individual immediate and refund annuities issued between 1931 through 1957 and covering experience between anniversaries from 1953-1958.

Description: Discusses the extent to which various influences are reflected in premiums, dividends and settlement options: improved mortality, interest rate trends, federal taxes, agent compensation and increasing expenses.

Description: The life annuity mortality risk is the variation in actual financial experience of a group of annuitants from that expected, attributable to the mortality experience of the group. This paper investigated the mortality risk present in a single life annuity and determine the effect of age, sex, assumed interest rate, mortality table, and form of annuity on this risk. Then, it investigated the mortality risk in various portfolios of annuities. Followed by several discussion papers submitted

Description: The purpose of this paper is to illustrate the effects of projected mortality on the pricing and valuation of individual immediate annuities. Also discusses considerations in underwriting substandard annuities. Finally, a discussion of this paper is included.

Description: This is a study of mortality experience among pensioners under certain large self-administered retirement plans.

Description: Study of mortality experience under Canadian individual annuities for 1980 - 1988 anniversaries. Most policies studied are in the payout status, though experience is additionally included during the deferred period provided the policy has no cash value or right to change the policy.

Description: The first study of mortality specifically related to structured settlement annuities, covering experience years 1966 - 1989. Both standard and substandard lives were analyzed.