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  • 2005 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities
    Deferred – Variable 13 205 2.8 5.8 3.2 Immediate – Fixed 17 241 2.9 2.8 N/A 62latoT 193 2.4 6.2 3.7 Non-Acquisition ... Deferred – Variable 13 241 12 42 0.1 Immediate – Fixed 17 163 18 3 0.2 42latoT 154 37 10 0.1 ...

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    • Authors: Steven Siegel
    • Date: Nov 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • 2005 Individual Life and Annuity Expense Study
    Premium (Includes Single Premium) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ... (First Year Premium Basis Only) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ...

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    • Authors: Society of Actuaries
    • Date: Aug 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Expenses - Life Insurance
  • 2001 Individual Life and Annuity Expense Study
    2001 Individual Life and Annuity Expense Study A summary of the 2001 Individual Life and Annuity ... of this study. o November 2003 • Product Matters! 17 Sam Gutterman, FSA, MAAA, is director and consulting ...

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    • Authors: Sam Gutterman
    • Date: Nov 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • 2004 Individual Life and Annuity Expense Study - Summary Report
    Premium (Includes Single Premium) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ... (First Year Premium Basis Only) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ...

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    • Authors: Application Administrator
    • Date: Jan 2004
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2008 Individual Life and Annuity Expense Study – Summary Report
    Premium (Includes Single Premium) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ... (First Year Premium Basis Only) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ...

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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
  • 2003 Individual Life and Annuity Expense Study - Summary Report
    Premium (Includes Single Premium) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ... (First Year Premium Basis Only) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ...

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    • Authors: Committee on Life Insurance Company Expenses
    • Date: Jan 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • December 2001 Expense Practices and Methodology Survey - Summary of Survey Results
    December 2001 Expense ... Experience Analysis (16/47, 34%) Evaluation (8/47, 17%) Other (please specify) (13/47, 28%) ... expense targets? Yes (38/55, 69%) No (17/55, 31%) If so, what targets do you use? ...

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    • Authors: Application Administrator, Society of Actuaries
    • Date: Dec 2001
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Expenses - Life Insurance
  • 2007 Individual Life and Annuity Expense Study Summary Report
    Premium (Includes Single Premium) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ... (First Year Premium Basis Only) Index (see Table 17) = (Sum of the numerators (expenses) for the Per ...

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    • Authors: Application Administrator
    • Date: Jan 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2010 Individual Life and Annuity Expense Study
    expenses have been analyzed and are shown in Table 17. Investment expenses average approximately 10 basis ... Investment Expense Investment Expense (see Table 17) = (Investment Expenses / Average Invested Assets) ...

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    • Authors: Society of Actuaries
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance>Expenses - Life Insurance