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LIMRA’s analytics team examines the factors that cause customers to surrender fixed indexed annuities.


LIMRA’s Center of Excellence for Analytics used data on FIA contracts to identify factors that cause customers to surrender. Based on our findings, we have offered recommendations for what companies can do to reduce the number of unwanted surrenders.

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

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