load_census_dat

datasets.load_census_dat()

Simulated annuity census data

Simulated data for a theoretical deferred annuity product with an optional guaranteed income rider. This data is theoretical only and does not represent the experience on any specific product.

A data frame with 20,000 rows and 11 columns:

• pol_num = policy number
• status - policy status: Active, Surrender, or Death
• issue_date - issue date
• inc_guar - indicates whether the policy was issued with an income guarantee
• qual - indicates whether the policy was purchased with tax-qualified funds
• age - issue age
• product - product: a, b, or c
• gender - M (Male) or F (Female)
• wd_age - Age that withdrawals commence
• premium - Single premium deposit
• term_date - termination date upon death or surrender

Returns

Type	Description
polars.polars.DataFrame

load_withdrawals

datasets.load_withdrawals()

Simulated annuity withdrawal data

Simulated data for a theoretical deferred annuity product with an optional guaranteed income rider. This data is theoretical only and does not represent the experience on any specific product.

A data frame with 4 columns:

• pol_num - policy number
• trx_date - withdrawal transaction date
• trx_type - withdrawal transaction type, either Base or Rider
• trx_amt - withdrawal transaction amount

Returns

Type	Description
polars.polars.DataFrame

load_account_vals

datasets.load_account_vals()

Simulated annuity account value data

Simulated data for a theoretical deferred annuity product with an optional guaranteed income rider. This data is theoretical only and does not represent the experience on any specific product.

A data frame with 3 columns:

• pol_num - policy number
• pol_date_yr - policy anniversary date (beginning of year)
• av_anniv - account value on the policy anniversary date

Returns

Type	Description
polars.polars.DataFrame