Carrier Products

Historical Rate Research

Since 1998 we have been collecting data for annuity products and our database has grown to one of the largest and oldest in the industry. Over the years many carriers, actuarial firms, banks, and the fed have asked us for data and we have generated customized reports for them.

Customized Rate Research
Create a report of historical rates at issue for multiple products over a specified time span.

For Example:

5 Year MYGA: Rates at Issue
Issue Date 7/15/06 8/15/06 9/15/06 10/15/06 11/15/06 12/15/06 1/15/07 2/15/07 3/15/07
Product A 5.00 5.00 5.00 4.90 4.90 4.75 4.75 4.75 4.75
Product B 4.90 4.90 4.90 4.90 4.80 4.80 4.80 4.80 4.80
Product C 4.95 4.95 4.90 4.90 4.85 4.85 4.85 4.80 4.85
Product D 5.10 5.10 5.00 5.00 5.00 4.90 4.80 4.75 4.75

This is an example of a customized rate report for 5 Year MYGA's issued between 7/15/2006 and 3/15/2007. Four products were selected and for each issue date the rate at issue was found.

You may include products that are still being sold today and products which have be retired from sale. The date range you can select is only limited to the availability of products which were available on the issue dates you select.