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Variable Annuity Guaranteed Minimum Death Benefits
speaker will be Steve Habegger who is director of Individual Life Insurance Products for Lincoln National ... but on a life insurance policy to be sold with individual retirement accounts (IRAs), that had a sales ...- Authors: Garth A Bernard, G Mitchell, Steven Habegger, John Slater
- Date: Apr 1995
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Pricing - Annuities; Annuities>Variable annuities
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Product Matters! March 2006, Issue No. 64
March 2006 • Issue No. 64 Published by the Individual Life Insurance and Annuity Product Development ... the Society of Actuaries, its committees, the Individual Life Insurance and Annuity Product Development ...- Authors: Garth A Bernard, William R Horbatt, Donna Claire, Susan Saip, Mary Broesch, Christian David Klein, Elinor Friedman
- Date: Mar 2006
- Publication Name: Product Matters!
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Asset/Liability Performance Measurement for Life Insurance and Annuity Products
investment function brings a certain ability to the table that your models cannot necessarily address. So ... value of assets and liabilities. I think market valuation of assets is clear to all of us. Treasury bonds ...- Authors: Garth A Bernard, Joseph J Buff, Thomas Ho, L SS
- Date: Oct 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Finance & Investments>Asset liability management; Life Insurance
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The Customer is King
at some point in time in order to leverage the individual skills of each operating entity. In addition ... we've been. Earlier this year, we were separate individual insurance companies; each company had its own ...- Authors: Garth A Bernard, Michael Kaster, Lynn D Davis, Novian Junus
- Date: Oct 2000
- Competency: Relationship Management>Team leadership; Strategic Insight and Integration>Effective decision-making
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities
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Nontraditional Products for the Retirement Market
not always address the risk tolerance of an individual. Why can't someone say for the next 13 years ... the savings feeder to retail products such as individual retirement accounts. • With familiar products: ...- Authors: Garth A Bernard, Steve Cooperstein, Christine E Dugan, Francois Gadenne
- Date: Jun 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Payout annuities
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Annuitization Doesn’t Have to Be a Bad Word
Annuitization Doesn’t Have to Be a Bad Word Income i.e., immediate annuities are insurance ... value proposition income annuities bring to the table and how these products relate to alter- native solutions ...- Authors: Garth A Bernard
- Date: Mar 2006
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Product Matters!
- Topics: Annuities>Payout annuities
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The Utility of Illiquidity
context. In a retirement planning setting, the individual retiree may have a certain amount of expenses ... qualified and nonqualified assets, annuity rates, individual tolerance for depletion risk, and assumptions ...- Authors: Garth A Bernard
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy