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Session 15: The Science Behind a Successful Retirement
Session 15: The Science Behind a Successful Retirement Through much of the Baby Boomer generation's ... generation's working lifetime, retirement planning focused on asset accumulation. Strategies like Dollar-Cost Averaging ...- Authors: Nicholas Carbo, Joshua Chee, Douglas Robbins
- Date: May 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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Individual Life Insurance And Annuity Product Development Section - Selected Topics
This session from the 1983 SOA Hollywood, Florida Meeting discusses the implications of UNISEX legislation ... legislation and the Norris Decision, the impact of the proposed tax law, variable products and Large Amount ...- Authors: Daphne D Bartlett, Donald W Britton, Gregory J Carney, William B Harman, John Palmer
- Date: Oct 1983
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance
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2022-life-session-10f
has been a little over a year since the release of the Society of Actuaries (SOA) Research Institute's ... Since then, waves of COVID-19 have continued to occur in the U.S. The uncertainty around the COVID-19 pandemic ...- Authors: Society of Actuaries
- Date: Mar 2023
- Topics: Annuities; Life Insurance; Modeling & Statistical Methods
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The Economics of Discrimination
The Economics of Discrimination Economics professor discusses the economics of fair and unfair discrimination ... insurance. From the 1988 Record of Society of Actuaries, Vol. 14, No. 4B. Risk categories=Risk classes; 16193 ...- Authors: Shane A Chalke, Walter E Williams
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Health & Disability; Life Insurance
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Annuity Clearinghouse Proposal
Annuity Clearinghouse Proposal The author proposes an annuity clearinghouse to encourage employers to ... This addresses the lack of portability that is associated with, and discourages the use of, defined contribution ...- Authors: Beverly Orth
- Date: Aug 2011
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Independent Consultant
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans
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A Strategic Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business Model and Future Prospects
A Strategic Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business Model ... concludes with thoughts on future trends and prospects. N/A; A Strategic Analysis of the US Life Insurance ...- Authors: Narayan S Shankar
- Date: Oct 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities; Health & Disability; Life Insurance
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Session 61: Latest Thoughts on Use of Economic Scenario Generators
Session 61: Latest Thoughts on Use of Economic Scenario Generators The academy generator is now a staple ... increasingly companies are using the AAA/SoA generator for a wider and wider range of applications which in some ...- Authors: Hal Warren Pedersen, Matthew Zhang, Daniel Schobel
- Date: Jun 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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Market Trends and Product Designs in a Rising Interest Rate Environment
Recently the interest rates have been slowly trending up from the lowest point in August 2020. The focus ... focus of this article is on current market trends for long-duration products —including life insurance, annuities ...- Date: Oct 2021
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities; Life Insurance; Life Insurance>Product development - Life Insurance
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Up-to-the-Minute News Flash on Regulatory Developments
Up-to-the-Minute News Flash on Regulatory Developments Panelists at this session of the SOA 1998 Maui ... Meeting discuss the most current information on issues in the regulatory area that impact individual life ...- Authors: Thomas C Foley, Donna Claire, Sheldon Summers
- Date: Jun 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance
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2023-life-meeting-session-8f
Gain a high-level understanding on how long-duration targeted improvement (LDTI) impacts insurance products ... Explore highlights on secondary impacts to companies due to additional complexity of LDTI, such as a need ...- Authors: Society of Actuaries
- Date: Mar 2024
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance