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  • 2015-2024 Deferred Annuity Mortality Study Data Request

    2015-2024 Deferred Annuity Mortality Study Data Request SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study. SOA Research ...

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    • Date: Jul 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Experience Studies & Data; Pensions & Retirement

  • Recent Developments in Qualified Annuitization

    Recent Developments in Qualified Annuitization SECURE 2.0 included provisions that improve the ability of insurers to serve those who own qualified annuities. Several previously disallowed ...

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    • Authors: John Blocher
    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Public Policy; Public Policy
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