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Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing ... freezing and termination of DB plans, there is a growing void in retirees' retirement planning that can best ...- Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
- Date: Feb 2020
- Competency: Results-Oriented Solutions
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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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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Individual Annuities
Individual Annuities This 1978 discussion focused on individual annuities especially non-qualified single ... SEC investigation and NAIC Model Reg. Employee Retirement Income Security Act=ERISA;Generally Accepted ...- Authors: John Fritz, Howard H Kayton, Steven R Linney, Richard A Swift
- Date: Jun 1978
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Public Policy
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Ordinary-New Products
Ordinary-New Products Discussion of new individual life, annuity and disability product developments ... today's market. This article was presented at the Spring 1975 Meeting in Los Angeles. Discount rates=Interest ...- Authors: Robert E Hunstad, Wilfred A Kraegel, Chandler L McKelvey, David M Mordorski
- Date: Mar 1975
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Health & Disability>Disability insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Term life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Non-forfeiture benefits
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Individual Annuities
Individual Annuities This 1978 discussion focused on Individual Annuity experience and current events ... FIT issues 5. Nonforfeiture issues 6. The Model Disclosure Bill. Annuity reserves;Annuity ...- Authors: Edward H Baker, Samuel H Turner, William T Gibb, Jack P Barger
- Date: May 1978
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Public Policy
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Individual Life and Health Insurance
Individual Life and Health Insurance This discussion at a SOA 1967 Regional Meeting covers ... health loss of time coverages, life underwriting, reinsurance, individual annuity retirement plans in Canada ...- Authors: William H Aitken, Andrew Bodine, Robert C Dowsett, Niels H Fischer, Donald L Gauer, Ardian Gill, E Sydney Jackson, Wallace R Joyce, Wilford A Leonard, Archie R McCracken, John Miller, Will R Mullens, C David Silletto, Stephen N Steinig, William J Taylor, Samuel H Turner, Jerome H Vance, Gerald T Walker, Charles F B Richardson, Edwin B. Lancaster, Douglas T Weir, George W Chalmers, Ralph J Hasbrouck, Wayne A Gillis
- Date: Jun 1967
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities>Individual annuities; Health & Disability>Disability insurance; Life Insurance
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Strategies For The Non-Tax-Qualified Annuity Market
Strategies For The Non-Tax-Qualified Annuity Market This session from the 1983 SOA Hollywood, Florida ... Florida Meeting reviews different strategies for the non-tax-qualified annuity market including marketing ...- Authors: Allan Affleck, Patrick F Maher, Kevin A Marti, Samuel J Weinhoff, John C Winter
- Date: Oct 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities
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Scenarios for the 1980's
for the 1980's This discussion note for many sessions at the 1980 Spring Meeting defines the theme ... theme of the meeting and sets the objectives under three scenarios. Objectives: 1. Recognize ...- Authors: Society of Actuaries
- Date: Apr 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Life Insurance
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Market Value Adjusted Products
RECORD OF SOCIETY OF ACTUARIES 1986 VOL. 12 NO. 2 MARKET VALUE ADJUSTED PRODUCTS Moderator: DONALD ... SONDERGELD: Our topic is related to surrender values of indi- vidual life and annuity products and not to ...- Authors: William Carroll, Jan Pollnow, Donald R Sondergeld, Murray John Taylor
- Date: May 1986
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Life Insurance>Non-forfeiture benefits
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Investment-Oriented Products
Investment-Oriented Products Panel discussion gives the latest update on: Single Premium Whole Life, Single Premium ... distributions of variable-account assets for these products. From the 1987 Record of Society of Actuaries ...- Authors: Mary Ann Brown, Richard Lambert, John G Vrysen, Norse N Blazzard, Hubert B Mueller
- Date: Apr 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Life Insurance