Long Term Care Insurance Survey

The 2017 Milliman Long Term Care Insurance Survey is the 19th consecutive annual review of long term care insurance (LTCI) published by Broker World magazine. It analyzes the marketplace, reports sales distributions, and details available products.

The data includes certificates or individual policies sold to multi-life groups (primarily small groups) with discounts and/or underwriting concessions, but excludes group policies aimed only at the large group market.

Unless otherwise indicated, references are solely to U.S. stand-alone LTCI sales, excluding exercised future purchase options or other changes to existing coverage. “Stand-alone” refers to LTCI policies that do not include death benefits (other than returning premiums upon death or waiving a surviving spouse’s premiums), annuity, or disability income benefits.

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Fixed Annuity Study

Published by Broker World Magazine in the June 2017 issue in conjunction with Beacon Research, this study reports and analyzes the U.S. fixed annuity sales and the product level. An analysis of data drawn from the Beach Research Fixed Annuity Premium Study, the only ongoing study to report and analyze U.S. fixed annuity sales at a product level.

The Fixed Annuity Study is available in PDF format only. See article Archives above for past issues.