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Universal life/indexed universal life issues, 2008 survey

ByCarl Friedrich, and Susan Saip
1 December 2008
This paper reports on joint research by NAVA and Milliman aimed at demonstrating and quantifying the potential advantages of incorporating lifetime guaranteed income streams into a retirement-income plan. The research report documents the methodology, assumptions, and results of an analysis performed on three case studies representative of segments of the retirement-income market.

About the Author(s)

Carl Friedrich

Susan Saip

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