Variable annuity deferral bonuses are working: Ruark
May 31, 2018 by Editorial Staff
Owners of variable annuities with living benefits are using their riders more efficiently than ever, “with over half of all withdrawals now at or near the maximum benefit amount,” according to the results of Ruark Consulting’s Spring 2018 studies of variable annuity (VA) policyholder behavior.
The studies, which examine the factors driving surrender behavior, partial withdrawals, and annuitization, were based on the actions of 13.9 million policyholders from January 2008 through December 2017.
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