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  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    40% 60% 80% 100% Broker/Agent Bank Wirehouse Direct Other Distribution Systems used by Insurers who ... actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • 2018 Variable Annuity Guaranteed Benefits Survey
    One of these two companies indicated that their direct business had different lapse rates. The other ... 0 2 4 6 8 10 12 Broker/agent Bank Wirehouse Direct Career Agency Financial Planner Distribution ...

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    • Authors: Jeffrey Hartman
    • Date: Jan 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Policyholder behavior - Annuities
  • 2017 Universal Life with Secondary Guarantees Survey
    with a heavier proportion using wirehouse and direct distribution relative to prior years. Figure ... 40% 60% 80% 100% Broker/Agent Bank Wirehouse Direct Other Distribution Systems used by Insurers who ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results
    Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee ... 40% 60% 80% 100% Broker/Agent Bank Wirehouse Direct Other Distribution Systems used by Insurers who ...

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    • Authors: Stephen Hodges, Charles M Bremer, Jeffrey Hartman
    • Date: Apr 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • PBITT VA Guaranteed Benefits 2016 Survey Results
    PBITT VA Guaranteed Benefits 2016 Survey Results Results of the PBITT Working Group annual VA survey. ... 4 6 8 10 12 14 Broker/agent Bank Wirehouse Direct Career Agency Financial Planner Distribution ...

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    • Authors: Jeffrey Hartman
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Policyholder behavior - Annuities