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Retirement Planning Software
to individuals and their professional advisors. The report does not rate or recommend specific programs ... Assumptions;Financial security;Health care costs;Inflation;Investment strategy;Long-term care insurance=LTCI;Retirement ...- Authors: Eric Sondergeld, Matt Drinkwater, Robert S Chamerda, Daniel G Landsberg, Mary-Beth Selby
- Date: Jan 2002
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Retirement Planning Software
to individuals and their professional advisors. The report does not rate or recommend specific programs ... Assumptions;Financial security;Health care costs;Inflation;Investment strategy;Long-term care insurance=LTCI;Retirement ...- Authors: Eric Sondergeld, Matt Drinkwater, Robert S Chamerda, Daniel G Landsberg, Mary-Beth Selby
- Date: Jan 2002
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
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Public Perceptions of Post-Retirement Risk
Public Perceptions of Post-Retirement Risk This session discusses the results of recent studies, one ... sponsored the Society of Actuaries, conducted by Mathew Greenwald & Associates and the Employee Benefits ...- Authors: Judy Feldman Anderson, Anna M Rappaport, Mathew Greenwald, Matt Drinkwater
- Date: Oct 2002
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Retirement risks
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Substandard Annuities Report
jointly sponsored by LIMRA International and the Society of Actuaries in collaboration with Ernst & ... discusses the market opportunity for them, underwriting, the associated risk management issues, and the issues ...- Authors: Eric Sondergeld, Joseph Montminy, Chad R Runchey, Matt Drinkwater
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Payout annuities; Annuities>Pricing - Annuities
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Variable Annuity Guaranteed Living Benefits Utilization Study-2012 Experience
Study-2012 Experience This study examines the GLB utilization of over 4.6 million contracts that were either ... either issued during or in force as of 2012. glb utilization;glwb;gmwb;variable annuities 6442458241 ...- Authors: Matt Drinkwater, Jafor Iqbal, Joseph Montminy
- Date: Nov 2014
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Variable Annuity Guaranteed Living Benefits Utilization Study – 2014 Experience
Utilization Study – 2014 Experience The study examines the GLB utilization of over 4.9 million contracts that ... that were either issued during or in force as of 2014. GLB utilization;GLWB ; GMWB;Variable annuities ...- Authors: Matt Drinkwater, Jafor Iqbal, Joseph Montminy
- Date: Dec 2016
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Experience Studies & Data
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Variable Annuity Guaranteed Living Benefits Utilization
Variable Annuity Guaranteed Living Benefits Utilization Few product innovations have transfigured ... Utilization Few product innovations have transfigured the variable annuity (VA) industry as much asguaranteed ...- Authors: Matt Drinkwater
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Variable annuities
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Changing Patterns of Retirement
Changing Patterns of Retirement Our panel discusses research conducted by the SOA's committee on ... partial retirement special issues for different types of industries and employers and pension and health benefit ...- Authors: Robert Brown, Arnold Shapiro, Matt Drinkwater, J Gary Johnson
- Date: Oct 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Deferred Annuity Persistency
study examines the persistency of deferred annuities on a contract anniversary basis. The study was designed ... designed to analyze the surrender activity of deferred annuities by selected product, customer, and distribution ...- Authors: Matt Drinkwater
- Date: Sep 2006
- Competency: External Forces & Industry Knowledge
- Topics: Annuities
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Deferred Annuity Persistency Report
from the Society of Actuaries [SOA] ‘Experience Studies – Individual Annuities,’ examines the persistency ... persistency of deferred annuities on a contract anniversary basis. The study was designed to analyze the surrender ...- Authors: Matt Drinkwater, Society of Actuaries
- Date: Jan 2006