The Basics

Introduction | Regulation | NTM 05-50 | IUL Rates | Selling IUL | Crediting Methods | History | Glossary

HISTORY

The First Indexed UL
The first Indexed Life product introduced was the TransDex 500, an Indexed UL that was launched by Transamerica Occidental in January of 1997. Less than four years later, Transamerica had exited the Indexed Life market with a total of only ten carriers in the market at year-end 2000. However, with sales burgeoning on the ten-year anniversary of Indexed Life, the carrier decided to re-enter the market with their new design in January of 2007, TransIndex IUL. Four other insurance carriers have made similar decisions to re-enter the market after pulling their Indexed Life product as of the close of 2007.

Indexed Life Then vs. Now
Just one year after their introduction, sales of Indexed Life reached $64,717,446 at the close of 1998. A little less than a decade later, sales of the product had increased nearly eight times 1998’s levels to a whopping $512,247,694 at the end of 2007. Today, thirty-four carriers compete against one another in the Indexed Life market. Not bad for a product that less than a decade old!