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The Future of Individual Deferred Annuities
The Future of Individual Deferred Annuities This 1979 session focused on the future of individual deferred ... Disintermediation b. Improving the prospects for profits 3. Portfolio Method of Crediting Interest vs.- Authors: John K Booth, Harold G Ingraham, Howard H Kayton, Daniel J McCarthy
- Date: Oct 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Public Policy
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Session 097: Global Aging and Product Innovation
Innovation The growing aging population presents unique challenges and opportunities, especially for the financial ... financial services industry. Presenters will explore the issues with particular focus on demographic challenges ...- Authors: Douglas Andrews, John Robinson, Hajime Morimoto, Matt Singleton
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Marketing and distribution - Annuities; Demography; Demography>Longevity
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Research In Agency Operations
Research In Agency Operations This discussion at the SOA 1968 Philadelphia Regional Meeting looks at research ...- Authors: Floyd T Beasley, John M Bragg, J Stanley Hill, Harold G Ingraham, Robert H Jordan, Meno T Lake, Ernest J Moorhead, Charles F Pestal, William J Rushton, William M Snell, Thomas C Sutton, F Gilbert Swanson, William White, Charles Connolly, Archibald H McAulay, Neil W Macintyre, Alfred G. Whitney
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter ... contract issued to a trust. In particular, the Ruling interprets the terms “taxpayer,” “holder” and “held by” ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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Designing a Field Compensation Structure
Designing a Field Compensation Structure This session at the SOA 1990 Hartford Spring Meeting ... Structure This session at the SOA 1990 Hartford Spring Meeting looks at the considerations in designing ...- Authors: Albert Easton, Paul D Laporte, Marshall H Lykins, Robert Clark
- Date: Apr 1990
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Individual Annuity Products
update of topics relating to individual annuity products. Subjects covered included: 1. The marketing ... marketing and design of variable annuities, fixed interest rate annuities and market-value adjusted annuities ...- Authors: Mitchell Katcher, Dan Spafford, Michael R Winterfield, Heather Smith
- Date: Jun 1992
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Pricing - Annuities; Annuities>Variable annuities