Universal life/indexed universal life issues, 2008 survey
ByCarl Friedrich, and Susan Saip
1 December 2008
Universal life/indexed universal life issues, 2008 survey
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.