Description: This literature guide concentrates on references that relate to U.S. annuities. Only a few sources pertain to Canadian annuities. Although similarities exist in product design between U.S. and Canadian annuities, regulation and taxation are different. This guide also focuses primarily on areas that are specific to the subject of annuities and touches upon related issues such as investments and pensions more lightly.

Description: This report presents mortality under individual immediate annuities, life income settlements, and matured deferred annuities between the 1971 and 1976 anniversaries.

Description: This general discussion looks at mortality experience with the advent of CSO tables, annuity premium tax, termination dividends, classes of agents included under Social Security, and conditions affecting companies entering the fields of disability income, accident, health, hospitalization and medical insurance.

Description: The Society of Actuaries and LIMRA have sponsored a Variable Annuity Guaranteed Living Benefit Utilization Study. This study is an annual update of earlier investigations conducted since 2006.

Description: Summary of panel discussion which looked at the implications for life insurance companies of the increasing interest in equity forms of savings, as evidenced by the growth of mutual funds, employer sponsored employee thrift plans and the establishment of installment purchase plans for common stocks.

Description: Discussion papers on a paper dealing with minimum statutory nonforfeiture values for retirement annuity contracts.

Description: Transcript of the Q&A period from Session 5A. The paper presented proposes a new method to price the longevity risk premia in order to tackle the pricing obstacle.

Description: This is the tenth experience study conducted by the SOA’s Committee on Life Insurance Company Expenses on inter-company expenses. Contributions of individual life and annuity expense data were received from 13 US life insurance companies.

Description: This report deals with the findings of the 1954 iinter-company study of the mortality under individual immediate annuities.

Description: This 1973 report is a sex-distinct summary of the relevant mortality experience for the general population, for insured lives, and for life annuitants.