2019 *NEW* Ruark annuity industry studies

In response to client demand, we would like begin the process of gathering policyholder behavior and mortality data for products beyond VA and FIA, as follows:

  • Post-annuitization deferred annuity mortality, including GMIBs and GLWBs in the payout phase.
  • Immediate annuity mortality.
  • Structured settlement annuity mortality.
  • Fixed deferred annuity surrenders, income utilization, and mortality.
  • Structured/indexed variable annuity surrenders, income utilization, and mortality.

If you have not already received the data request templates, please contact us. We request your data submissions by March 31, 2019. Pending your data submissions and purchase commitments, we will circle back with you to let you know what studies we can proceed with and when.

We look forward to broadening our relationship with you through these additional studies and corresponding behavioral modeling. Please contact Tim (timothyparis@ruark.co) or any of us at Ruark with any questions.