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: 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: These are discussions of the paper, 'Group Annuity Ill-Health Terminations' by Conrad M. Siegel. From Transactions of Society of Actuaries 1959, Vol. 11, No. 29 AB.

Description: 1959 SOA Regional Meeting in Atlanta. This discussion covered the advantages and disadvantages of entering the pension field through Ordinary policies or Group Annuities. The panel also discussed considerations in entering the Accident and Sickness field.

Description: This paper considers a typical retirement endowment plan where an endowment provides for a monthly payment at retirement and units of life insurance prior to retirement and which the amounts of insurance in later years are net level premium reserves. From Transactions of Society of Actuaries 1961, Vol. 13, No. 37.

Description: This web page contains the 2011-2014 Group Annuity Experience Report and Pivot Tables.

Description: This report summarizes a research project examining the proposed principle-based framework for reserves and capital for life insurance. The report is a review and analysis of case studies submitted by participating companies in response to proposed changes in individual life insurance statutory reserve and risk-based capital methodologies.

Description: This research report analyzed the effects of different types of informational interventions on annuity-related behavioral intentions and beliefs, such as estimated retirement age and life expectancy.

Description: This paper is a literature review of available papers, publications, articles, and presentations on the topic of longevity risk.