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Predicting and Preventing Fixed Indexed Annuity Surrenders

Vikram Kamath; Jessie Yuan ; Eliot Stier 7/14/2020

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

Summary

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.

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Meet the Project Director

Vikram Kamath
Vikram has been Director of the LIMRA Center of Excellence for Analytics since it was founded in August 2017. Prior to joining LIMRA, he spent five years working at Travelers Insurance, most recently as a data scientist in the bond division, where he led analytics research projects and built predictive models to help executives set business strategy. Vikram holds a Master of Science degree in Business Analytics from the University of Connecticut School of Business, and an undergraduate degree from Cornell University.

Senior Data Scientist and Director Of Analytics
LIMRA
vkamath@limra.com


For more information, please contact vkamath@limra.com.

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