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2009 - Year End Results (Life Insurance Industry)

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The life/annuity/health insurance industry enjoyed slow but reasonably steady growth in most measures of operating income and outgo in the years heading into 2008. On the investment side, however, the net yield on invested assets continued dropping (following the general decline in prevailing interest rates), and the industry posted net realized capital losses in 2007 for the first time since 2001. However, the financial crisis that drastically reduced asset values by year-end 2008 resulted in a record $50+ billion in net realized capital losses that year. Moreover, the “Great Recession” led to a drop of roughly $120 billion (19%) in premium income for 2009, as well as another $28.7 billion in net realized capital losses. Nevertheless, the industry continued to pay benefits and dividends in 2009 and earned net income of $21 billion. 

LIFE/HEALTH INSURANCE INDUSTRY INCOME ANALYSIS, 2005-2009

($ millions, end of period) 

  2005 2006 2007 2008 2009
Income statement          
Premiums, consideration and deposits $526,289.9 $578,970.4 $617,692.0 $632,201.3 $512,901.4
Net investment income 155,173.0 161,862.0 167,744.7 161,737.5 156,449.9
Separate accounts revenue 16,373.5 20,169.0 22,897.6 21,177.3 20,375.3
Total revenue $731,239.3 $791,929.7 $821,582.6 $851,658.9 $779,032.6
             
Benefits 191,439.6 216,113.5 233,126.9 245,492.7 246,015.8
Surrenders 226,013.2 272,108.8 305,165.6 291,708.9 228,671.2
Increase in reserves and deposits 103,615.1 69,776.8 35,284.6 144,163.6 99,045.4
Commissions 48,104.8 49,847.9 51,057.7 51,993.5 49,031.7
General and administrative expense 46,877.9 49,490.4 52,558.5 54,093.9 54,364.5
Net transfers to separate accounts 42,753.8 60,911.4 66,100.6 22,654.6 11,098.0
Policyholder dividends 15,939.5 16,450.2 17,497.0 17,736.4 15,005.0
Income tax 8,612.2 11,090.7 11,848.7 187.2 11,280.4
Net realized capital gains (losses) 3,151.4 6,532.0 (1,498.8) (50,471.2) (28,746.1)
Net Income 36,474.9 37,689.9 31,832.3 (51,834.6) 21,108.5
             
Pre-tax operating income 41,935.5 42,365.7 45,179.9 (1,174.8) 61,135.0

Source: SNL Financial LC.

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