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The Changing Role Of The Life Reinsurer

Life reinsurers must adapt to a new environment, says Chris Stroup.

As we enter the final quarter of 2006, I am reminded of a line from a song by Counting Crows: "Maybe this year will be better than the last." When the final surveys are available next spring, we guesstimate that the reinsurance cession rate in the US life industry will have fallen to its lowest level in a decade.

Recent behavioural changes by life reinsurers (and resultant reactions from life insurers), coupled with regulatory developments and capital market initiatives, likely have led to the contraction in traditional reinsurance demand, and further suggest a challenging 2007 for many marketplace participants.

The most visible indicator of life reinsurance prosperity is the new business cession level, which is summarised annually by Munich Re under the auspices of the Society of Actuaries. Continuing a trend that began in 2005, cession rates have declined again in 2006. A number of market changes have contributed to this development. First and foremost, the costs of reinsurance have increased, and the debate over whether price changes are warranted does not change this fact: reinsurance demand is price elastic. Faced with reinsurance pricing that may have a negative effect on overall profitability, many insurers have chosen to cede less business.

In addition to the increase in reinsurance prices, many reinsurers also have enacted stricter (when compared to recent treaties) terms and conditions in their reinsurance contracts. While this may have improved operational risk management at reinsurers (and arguably at cedants, although many seem to miss this subtlety), tighter terms create greater incentive for direct writers to modify retention and reinsurance bases.

Further, we have seen the growing emergence of capital market solutions as alternatives to traditional reinsurance (both for financing and risk management). Perhaps the convergence of insurance and banking, and the disintermediation of reinsurers by banks, which had been forecast by many for some time, may be occurring.

Lastly, a number of direct writers have found themselves carrying excess capital on their balance sheets. Putting that capital to work by funding mortality risks is viewed by some as an attractive alternative to seeking costly (which is a perception) reinsurance.

One result of these developments has been a dramatic two-year decline in cession rates as direct writers increase retention levels as well as migrate away from coinsurance in favour of yearly renewable term (YRT). While not all insurance companies have chosen this path, it has been employed by many of the largest direct writers —which has had a material impact on the volume of premiums ceded to reinsurance.

The effect of these changes is enumerated in the 2005 Munich Re Survey. The survey shows that the 2004 cession rate of 59 percent dropped all the way to 45 percent by year-end 2005. As still more companies continued to make changes to their reinsurance bases and retention levels over the course of 2006, we expect to see even further reductions—perhaps to as low as 40 percent for the year 2006. In 2007, we will see a reinsurance market competing fiercely over diminished reinsurance premiums.

These changes also are indicative of another important development. Direct writers always have been faced with a balancing act in their purchasing of reinsurance. Their tolerance for retaining varying levels of risk has a direct impact on the degree to which they rely on reinsurance as a source of capital. For the time being, higher prices and tighter terms have tilted the scales in favour of retaining higher risk. Cedants' tolerance for higher levels of risk, combined with the growing variety of other financial resources (banks and investment houses) that offer alternate capital solutions, could create a 2007 that looks to be a challenging and competitive year for life reinsurers.

One example of the alternate sources of capital currently available to insurance companies is the option to securitise their XXX reserves. A number of the larger insurance companies have put XXX securitisation facilities in place and have eliminated their reliance on coinsurance with reinsurers for XXX reserve relief. While seemingly an attractive alternative to reinsurance, some are finding this a much more costly and time-consuming endeavour than they had anticipated. In the end, it is another balancing act between risk tolerance, the cost of reinsurance, and the expense of putting a XXX facility in place. Life reinsurers face not only increased competition over reduced premiums ceded, but they also face ever-growing competition from sources outside of their traditional competitors.

2006 was witness to still another development that is already having a noticeable impact on the reinsurance market. The struggles of Scottish Re have put direct writers on alert. The life reinsurance industry has seen a substantial consolidation over the last several years—as Swiss Re and Scottish Re increased scale via acquisitions, and as Lincoln Financial and ING opted to exit the market in order to focus on core competencies.

Direct writers face a 2007 with fewer choices for reliable reinsurance partners, and we wouldn't be surprised if there were to be continued consolidation over the course of the year to come. Direct writers rely on placing a number of reinsurers into a pool in order to alleviate potential concentration risk within the pool, and in 2007, direct writers may be forced to accept more risk. In this case, that increased risk could take the form of increased concentration risk, as consolidation continues to reduce the options available to cedants. Or, it could take the form of increased counterparty credit risk if cedants instead opt to maintain current levels of concentration risk and invite lesser-rated reinsurers to participate in pools.

The Scottish Re travails already have produced a reaction from direct writers. A number of them are reviewing their own risk management guidelines and are considering setting higher barriers to entry for their reinsurance partners. This 'flight to quality' may produce more confidence in the long-term viability of their partners, but it likely will lead to increased concentration risk within their reinsurance pools.

Changes in regulatory requirements for the valuation of insurance reserves are creating a new environment for direct writers to consider. In the short term, a new model regulation (Interim Reserve Changes and Preferred Mortality Tables) has been passed that will allow companies to use preferred mortality tables when calculating statutory reserves, starting at January 1, 2007 (subject to State adoption). The new model carries the potential of reducing required reserves. We don't anticipate any short-term ramifications for reinsurers from this regulation.

This new model regulation is intended as a stop-gap solution as the industry awaits the adoption of the long-term solution—Principles Based Reserving. Principles Based Reserving will produce a substantially reduced financial burden from reserves. For some, this may create less need for reinsurance support. It also means that insurers carrying excess capital on their balance sheets will be putting less capital to work by funding their reserve requirements. This may eventually lead to a further reduction in cession rates as they opt to put their own money to work rather than ours.

On the other hand, numerous direct writers still rely on reinsurers for increased capacity as well as facultative support, underwriting manuals, mortality expertise and product development. Many direct writers still prefer to balance their risk and financial performance by embracing reinsurance partners and sharing the risk. Further, not all direct writers are pursuing their own securitisation facility. It is a lengthy and expensive process that requires a great deal of expertise to finalise. For the majority of life insurance companies, building a securitisation facility is not a realistic option. For these reasons, we are not ready to predict comprehensive disintermediation of the life reinsurer. Instead, it may be time to predict what the reinsurer of the future needs to look like. It is time for reinsurers to rise to the challenge of adapting to a new environment.

What can today's reinsurers do to not only survive, but to thrive in this challenging environment? The best opportunity for growth comes from being viewed as a strategic partner to the direct writers. To achieve that status, a reinsurer needs to fully understand the challenges faced by its clients. And, understanding those challenges, it needs to be able to craft creative solutions that create a symbiotic relationship between direct writer and reinsurer. Adaptability, creativity and diversification provide a recipe for success in this challenging environment. Let's take a look at what that might mean as we approach 2007.

A strategic reinsurance partner needs to do more than provide a price quote on a traditional request for proposal for new business. Because of the inroads being made by the banking industry, the successful reinsurance partner needs to be well versed on the alternative capital solutions offered by its competitors. It ought to be able to compare and contrast the various solutions available to its clients. One option for the successful reinsurer might be to participate with a banking/financial services 'partner' as a defensive response to the pending threat of this new competitive sector, as well as to expand its own solutions offering.

Its other choice would be to build the same level of capital markets expertise in-house in order to compete with this new competition. Acting more like a consultant, the successful reinsurer will bring a depth of knowledge on regulatory issues, capitalisation, tax issues and securitisation. The successful reinsurer will carry an attractive credit rating, have access to substantial amounts of capital, and have the expertise to keep capital and expense loads at an absolute minimum.

As previously mentioned, ceding companies increasingly are leery of taking on potential credit risks with their counterparties. This creates a challenging opportunity for lesser-rated reinsurers to focus on ways to change their current credit ratings. This may pose a daunting task for smaller or newer reinsurers, but it is vital to their ability to gain market share in today's environment. Reinsurers without an adequate credit rating, or without sufficient available capital, will find fewer and fewer opportunities in 2007.

These market conditions also will limit greatly the potential entrance to the market of start-up life reinsurers. It is hard to imagine that there is much investment capital eager to fund a de novo effort facing all of these challenges. A lack of capital and a lack of an adequate credit rating would spell almost certain failure for any start-up in this environment. On the other hand, adequate capital accompanied by an outstanding credit rating (banks and financial institutions) would have a good chance at success as a new entrant in the reinsurance space.

The year 2006 proved challenging for life reinsurers, as market changes negatively affected reinsurance premium volumes. In 2007, we expect a further reduction in cession rates, increased competition, changing regulations and cautious direct writers. The time is now for reinsurers to adapt to this new market.

What is the right recipe for success? We believe it will continue to require the convergence of reinsurance expertise and capital market expertise, while keeping pricing reasonable through capital and expense efficiencies. Perhaps that is why we see more banks and financial institutions testing the reinsurance waters lately. They offer the clout, but they are missing the reinsurance expertise and management. The reinsurers bring expertise and management, but lack the financial institutions' clout. The stage is set for an exciting and challenging 2007 in the life reinsurance market.