Registered Index-Linked Annuities

Authors

Nicholas Carbo, FSA, MAAA
David Elliott, FSA, CERA, MAAA
Reilly McGarr, ASA, MAAA

Description

This report was prepared to provide an overview of Registered Index-Linked Annuities for use in the educational curriculum of the Society of Actuaries. It presents general principles and highlights major differences from other types of deferred annuities offered by life insurance companies in the United States.

Report

Registered Index-Linked Annuities

Acknowledgments

The researchers’ deepest gratitude goes to those without whose efforts this project could not have come to fruition: the Project Oversight Group for their diligent work overseeing, reviewing and editing this report for accuracy and relevance.

Project Oversight Group members:
Dana Lipperman, FSA, MAAA
Maambo Mujala, FSA, MAAA
Ryan Stowe, FSA, MAAA, CFP
Ben Slutsker, FSA, MAAA

At the Society of Actuaries Research Institute:
Doug Chandler, FSA, FCIA, Canadian retirement research actuary
R. Dale Hall, FSA, CERA, CFA, MAAA, SOA Managing Director of Research

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