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  • Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR
    products fit in the new statutory valuation framework? Valuation Manual;Principles-based approach=PBA;Principles-based ... insurance=LCTI;Long-term care reserves;Long-term care=LTC;Life valuation;Chronic Illness Riders;Linked-benefit Products ...

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    • Authors: Kevin Healy, Benjamin Slutsker
    • Date: Jun 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Long-term Care>Long-term care insurance
  • Fixed Annuities Complement Investment Planning
    the future and because it is only paid if the individual is then alive, it is cost efficient. This annuity ... an optimal investment port- folio to take the individual to age 85. Retirees are free to live their early ...

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    • Date: Feb 2011
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Fixed annuities; Long-term Care>Long-term care insurance
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