Survey
Milliman Worksite Life Survey
By David Bahlinger, Ashlee Mouton Borcan, Robert Eaton, Bill G. Mehilos, Darrell D. Spell, and Michael E. Weilant
10 January 2024
Milliman’s sixth Worksite Life Survey Premium Report was released in November 2023. This report represents 19 carriers and nearly $3.5 billion in inforce premium. The survey covers Term, Whole Life, and Universal Life products and explores numerous facets of the Worksite Life market, including sales & inforce, riders, underwriting, participation, lapse rates, third-party data, commissions, interest rates, profits, risks, competitors, and market topics. We provide trending information from previous surveys where available. In addition, we also provide a comprehensive analysis of key market trends with insights from our consultants. For more information, please contact David Bahlinger in our Tampa, FL office.