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  • 2005-2009 Guaranteed Issue and Simplified Issue Life Persistency Study
    2005-2009 Guaranteed ... directly.  lapse rates averaged 7.4 percent for direct bill and 2.7 percent for EFT methods. Table ... Face Amount Exposed Percent of Policy Exposed Direct 5,600 47% EFT 7,000 29% - 5 ...

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    • Authors: Catherine Ho, Society of Actuaries
    • Date: Dec 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • 2019-2021 Variable Annuity Contract Owner Behavior Experience Study
    guaranteed minimum income benefit (GMIB) rider, the Direct Response and Independent Agent distribution channels ... 46% of the market share. This was followed by Direct Response at 14%. • For Registered Index-Linked ...

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    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Experience Studies & Data
  • 2009 CLICE Expense Study Data Request - Data Submission Form
    Brokerage PPGA Multi-Line Direct Response Other Unallocated Total A. New Business - Direct 1. Policies / ... Additions Included in A-4 0 B. Inforce - Direct - Current Year 1. Policies / Contracts ...

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    • Authors: Society of Actuaries
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • 2008 Individual Life and Annuity Expense Study – Summary Report
    Personal Producing General Agents (PPGA), Multi-Line, Direct Response, Other and Unallocated (that expense ... particularly evident for Variable products. The primary explanations for this variation included the ...

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    • Authors: Society of Actuaries
    • Date: Apr 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • 2008 CLICE Expense Study Data Request - Data Submission Form
    Brokerage PPGA Multi-Line Direct Response Other Unallocated Total A. New Business - Direct 1. Policies / ... Additions Included in A-4 0 B. Inforce - Direct - Current Year 1. Policies / Contracts ...

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    • Authors: Society of Actuaries
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • U.S. Historical Population Mortality Rates 2000-2018
    gov/nchs/data/statnt/statnt06rv.pdf The SOA applied the direct standardization method described on pages 2-3 of ... actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ...

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    • Authors: Patrick Nolan
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality
  • Group Life COVID-19 Mortality Survey
    generally used as provided without adjustment. The primary exception was that data with an Incurred Month ... identify whether a death was caused by COVID-19: o Primary cause of death on death certificate o Secondary ...

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    • Authors: Tom Britt, Paul Correia, Richard Carlson Leavitt, Mike Krohn, Stacy Paris, Stephen Rulis, Society of Actuaries
    • Date: Jul 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • Group Life COVID-19 Mortality Survey
    generally used as provided without adjustment. The primary exception was that data with an Incurred Month ... identify whether a death was caused by COVID-19: o Primary cause of death on death certificate o Secondary ...

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    • Authors: Cynthia MacDonald, Stephen Rulis, Patrick Nolan, Richard Carlson Leavitt, Stacy Paris, Paul Correia, Mike Krohn, Tom Britt
    • Date: Dec 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • 2010 CLICE Expense Study - Data Submission Forms
    Brokerage PPGA Multi-Line Direct Response Other Unallocated Total A. New Business - Direct 1. Policies / ... Additions Included in A-4 0 B. Inforce - Direct - Current Year 1. Policies / Contracts ...

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    • Authors: Society of Actuaries
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • 2010 CLICE Expense Study - Data Submission Form-UL
    Brokerage PPGA Multi-Line Direct Response Other Unallocated Total A. New Business - Direct 1. Policies / ... Additions Included in A-4 0 B. Inforce - Direct - Current Year 1. Policies / Contracts ...

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    • Authors: Society of Actuaries
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data