Surrender Experience
What company has the highest surrender rate by amount in 2023?
What is CLIC (15.9%)
Define High Risk in the context of this report
What is a Contract Out of Surrender with a GMIR below current market rates. Contracts In Surrender that will be Out of Surrender within 1 year.
In 2023, is the Surrender Rate by Count or Amount higher?
What is Surrender Rate by Count (11.3% vs 10.8%)
Within 25bps, what is the current market rate for ILIC?
What is 4.65%
In 2023, what is the ratio of surrender rates for 4% GMIR's against the total rate? (guess a decimal within ~0.1)
What is half (5.4% to 10.8%)
Within 500M, what is the total fund value of the block as of 6/30/2023?
What is 24,443M
What is the 2022 Surrender Rate by Amount for Fidelity? (~0.5%)
What is 7%
How much fund value do we have issued with a GMIR >= 4%? (~50M)
What is 443M
For the Enterprise, when was the last year the Surrender Rate by Amount decreased? (e.g. 2025 would indicate it decreased from 2024 to 2025)
What is 2020 (6.5% to 4.4% from 2019 to 2020)
What % of the Fidelity business is considered High Risk? (~5%)
What is 22%