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  • Regulatory Debate [Part 2]: Changes to the Standard Nonforfeiture Law
    Changes to the Standard Nonforfeiture Law This second session in the two-part series focuses on proposed ... proposed changes to the Standard Nonforfeiture Law for deferred annuities. Industry experts discuss and debate ...

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    • Authors: David Hippen, William J Schreiner, William John Cummings, Elinor Friedman
    • Date: Oct 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities
  • Interest-Sensitive Products In A Stable Rate Environment
    products and methods of arriving at current rates, current regulatory restraints on illustrative rates ... rates, illustrations of vanishing premium products, advantages of deferring taxes on inside build-up, trends ...

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    • Authors: Gregory J Carney, Douglas Doll, Mark A Tullis, Robert L Whitney, Ben Wolzenski
    • Date: Oct 1986
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Life Insurance>Universal life
  • Individual Annuity Product Update
    focused on a market overview, SEC developments, market value adjusted annuities, and the marketing of annuities ... Association=LIMRA;Marketing and distribution;National Association of Insurance Commissioners=NAIC;Product development;Securities ...

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    • Authors: Gordon C Boronow, Stephen E Roth, Hubert B Mueller, Daniel Jaquez, James M Truax
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Public Policy
  • Individual Tax Qualified Products
    products. The areas addressed include regulatory developments, products being used, the effect of volatile ... volatile money markets on product design, variations in assumptions by market, variations in results by market ...

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    • Authors: Dwight K Bartlett, Kenneth T Clark, FREDERICK J THOMPSON, Wilson H Scott
    • Date: May 1977
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Annuities>Pricing - Annuities; Pensions & Retirement
  • 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 ...

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    • 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
  • What's New and Exciting with Fixed Annuities?
    York. The panelists addressed fixed annuity regulatory issues with emphasis on the annuity nonforfeiture ... address the conflicting issues of competitiveness and profitability. Coinsurance;Counterparty risk;Financial ...

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    • Authors: Abraham Gootzeit, Richard Tucker, Eric Carlson, Dale Humphrey
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Reinsurance
  • The Future of Single Premium Life Insurance and Annuities
    The Future of Single Premium Life Insurance and Annuities This panel discussion is about the viability ... viability of single premium annuities and single premium life insurance. Items discusses include product design ...

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    • Authors: John Fritz, Burnett A Halstead, D Ted Steven, James A Tilley
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Life Insurance>Whole life
  • Trends in Annuity Product Design
    Discusses the ways in which insurers can position themselves in today's annuity marketplace, the market-value-adjusted ... marketing of annuity products through the stock-brokerage channel. From the 1988 Record of Society of Actuaries ...

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    • Authors: Ann Kallus, Donald R Sondergeld, Dan Spafford, Grant A Somerville, Michael Winterfield
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities
  • Annuities - What's New?
    This session from the 1995 SOA Boston Meeting provides an update on developments in the fixed, variable ... guaranties, return-of-premium benefit and roll-up benefit. From the Record of the Society of Actuaries, Vol ...

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    • Authors: Application Administrator, Novian Junus
    • Date: Oct 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities
  • Current Annuity Topics
    Current Annuity Topics This session from the 1983 SOA Spring Meeting reviews trends in annuity product ... strategies, and annuitant mortality. From Record of Society of Actuaries, Vol. 9, No. 2. Deferred annuities;Investment ...

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    • Authors: John M Lenser, Thomas J Mitchell, Catherine R Turner, Trevor Walke, Michael Winterfield
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities