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Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity
Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity Provides a ... particular individual in a joint and survivor annuity held by a trust. Annuity valuation; 983 4/1/1952 ...- Authors: Robert J Myers, Eugene A Rasor
- Date: Apr 1952
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities
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Discussion - Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity
Discussion - Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity ... of the theorem provided in the paper. Annuity valuation; 961 11/1/1952 12:00:00 AM ...- Authors: Andrew Delaney, Robert F Link
- Date: Nov 1952
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities
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Diverse Risks 2016 Call for Essays
and opinions expressed herein are those of the individual authors and are not necessarily those of the ... balances no matter how long someone lives. Each table represents a combination of a portfolio approach ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
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Partial Annuitization Using a Deferred Income Annuity Rider
the same annuitant, payment frequency, and period certain (if any). The owner, annuitant, and beneficiary ... are the same as under the Contract, and the annuitant and payout op- tion cannot be changed after the ...- Authors: Bryan W Keene, Patrick Tricker
- Date: Oct 2016
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
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Joint-And-Survivor Annuities for the Uniformed Services: Legislative History and Application of Univac to Actuarial Problems Involved
effect, voluntary retirement on the part of the individual cannot occur until 30 years). Disability retirement ... these provisions for a "typical" case of an individual aged 55 who is a future nondisability retlrant ...- Authors: Edward H Friend, Robert J Myers, Frances E. Holberton
- Date: Apr 1954
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Technology & Applications>Computer science
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A Smart Way to Develop Retirement Income Strategies
income strategies that could be implemented in individual retirement accounts and 401(k) plans. I’ve had ... the primary wage earner typically depends on individual circumstances. Often, the optimal strategy for ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
side fund account. At the end of period t, the individual has income from this life annuity, P(t). If ... multiply the mortality rates of a base mortality table by a constant factor so as to reproduce the ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Feb 2010
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Actuarial Practice Forum
- Topics: Annuities>Payout annuities; Demography>Longevity; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement>Retirement risks
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A Smart Way to Develop Retirement Income Strategies
older workers to be able to “pensionize” their individual retirement and DC accounts. This would enable ... planning goals and personalize the solution to individual circumstances. First, it’s recommended retirees ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Interesting Perspectives about Lifetime Income
Interesting Perspectives about Lifetime Income Discussion about the pros and cons of providing ... Composition and Drawdown of Wealth in Retirement, Table 2). However, if you drop down to $100k or more ...- Authors: Anna M Rappaport
- Date: Jan 2014
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Payout annuities; Pensions & Retirement>Defined contribution and 401k plans
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A Smart Way to Develop Retirement Income Strategies
A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial ... lifetime retirement income—to “pensionize” their individual retirement and DC accounts, so to speak. This ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments