Universal life/indexed universal life issues, 2008 survey

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By Carl A. Friedrich, Susan J. Saip | 01 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.