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Individual Deferred Annuity Sales
Individual Deferred Annuity Sales This is a table from an article in The Actuary Magazine entitled A Strategic Analysis of the US Life Insurance Industry Part II: Products. Deferred ...- Authors: Narayan S Shankar
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Marketing and distribution - Annuities
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Committee on Life Insurance Company Expenses
Committee on Life Insurance Company Expenses The Committee on Life Insurance Company Expenses is currently seeking life insurance company data submissions to the 2012 Individual Life and Annuity ...- Authors: Society of Actuaries
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Expenses - Annuities; Life Insurance
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Report on Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers, Appendix II: Report on Life and Annuity Living Benefits Survey
Report on Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers, Appendix II: Report on Life and Annuity Living Benefits Survey This appendix II Report on the Life ...- Date: Apr 2015
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance
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Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only
Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only This report summarizes the results of a Delphi study to identify and debate possible new ...- Authors: Society of Actuaries
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
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Annuity Market Pricing Approaches
Annuity Market Pricing Approaches This report compares the CIA pricing method for estimating group annuity closeout pricing to methods used in the US. assumptions;model validation;group annuity ...- Authors: Victor Modugno
- Date: Mar 2019
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Assumptions and methods
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IRS Issues Ruling Applying Diversification Rules to Illiquid Funds
IRS Issues Ruling Applying Diversification Rules to Illiquid Funds Discussion of the March 1, 2013 Internal Revenue Service (“IRS”) release of PLR 201309011, which addresses the application of ...- Authors: Bryan W Keene, Alison R Peak
- Date: Oct 2013
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
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Legislative Developments
Legislative Developments This article provides an update on various legislative and regulatory activities including, allowing individual variable annuities, federal standard for fiductiary ...- Authors: Albert Pike
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Variable annuities; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Joint Life Annuity Formulations
Joint Life Annuity Formulations Outline of modifications to formulas in previously released FORTRAN program to compute two-life annuities, including those designated 'qualified joint and ...- Authors: Samuel Cox
- Date: Jan 1978
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Actuary Magazine
- Topics: Annuities>Pricing - Annuities; Technology & Applications
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The New Model Valuation and Nonforfeiture Laws
The New Model Valuation and Nonforfeiture Laws This is an article on statutory maximum valuation interest rates, the second of three articles outlining the new Model Valuation and Nonforfeiture ...- Authors: John O Montgomery
- Date: Feb 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities; Life Insurance; Life Insurance>Non-forfeiture benefits
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Measuring Interest Rate Spread
Measuring Interest Rate Spread The Actuary Vol. 22, No. 2. This article discusses how the the choice of basis for measuring Interest Rate Spread impacts pricing and accounting for interest ...- Authors: Selig Ehrlich
- Date: Feb 1988
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Annuities>Pricing - Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance