Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • RILA Nonforfeiture Requirements
    calculations using market-consistent inputs for valuation, or A simple intrinsic value approach, or Use ... exempted from Standard NonForfeiture Law for Individual Deferred Annuities. AG54 Requirements Actuarial ...

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    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Product development - Annuities
  • SPIA Interest Rates in VM- 22 for Stat Reserves
    SPIA Interest Rates in VM- 22 for Stat Reserves Provide high level summary of changes ... summary of changes to Valuation Rates for Payout Annuities and similar contracts. Valuation Rates;VM-22;Payout ...

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    • Authors: Paul Hance, Heather Gordon
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities
  • Exploring at the Velocity of Diversification
    volatility over (a) date of death, (b) mortality table fit, (c) future mortality improvement rates, and ... mortality equal to the U.S. Annuity 2000 Basic Table with Projection Scale G. policy per year while ...

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    • Authors: Daniel Theodore
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Payout annuities; Annuities>Product development - Annuities; Enterprise Risk Management>Risk appetite; Experience Studies & Data>Mortality
  • Full Issue
    Full ... ISSUE 103 • F E B R U A R Y 2 0 1 6 Individual Annuity Sales and Product Trends Page 12 By ... Baiye 3 Chairperson’s Corner By Jeremy Bill 4 Individual Annuity Sales And Product Trends By Simpa ...

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    • Authors: Society of Actuaries
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Product Matters
    opinions expressed herein are those of the individual authors and are not necessarily those of the ... example, has created a suite of tax-advan- taged individual savings accounts that appeal to specific consum- ...

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    • Authors: Society of Actuaries
    • Date: Jul 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Predictive Modeling Techniques Applied to Quantifying Mortality Risk
    Predictive Modeling Techniques Applied to Quantifying Mortality Risk In this article, the author discusses ... that produces a mortality multiplier for each individual. Product development 6442464298 10/1/2015 ...

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    • Authors: Vincent Granieri
    • Date: Oct 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Product Matters, February 2018
    opinions expressed herein are those of the individual authors and are not necessarily those of the ... provide an update on changes coming to statutory valuation rates that will affect single premium immediate ...

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    • Authors: Society of Actuaries
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Product Matters, June 2018
    opinions expressed herein are those of the individual authors and are not neces- sarily those of the ... banking and insurance, the ease with which an individual can invest in foreign stocks, bonds, and curren- ...

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    • Authors: Society of Actuaries
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Product Matters, June 2017
    opinions expressed herein are those of the individual authors and are not neces- sarily those of the ... Association of Insurance Commissioners (NAIC) Valuation Manual (VM-20) on life insurance product development ...

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    • Authors: Society of Actuaries
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Product Matters, March 2017
    opinions expressed herein are those of the individual authors and are not neces- sarily those of the ... these days, with the effective date of the new valuation manual being Jan. 1, 2017. I have been proud ...

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    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance