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  • Taxation of Distributions
    Taxation of Distributions The rules governing the tax treatment of distributions from life insurance or annuity contracts are complex. Worse, the relevant IRC section, section 72, seems at times ...

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    • Authors: Douglas N Hertz
    • Date: May 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance
  • Bancassurance & Product Development
    Bancassurance & Product Development This session from the 1995 SOA New Orleans Meeting reviews bank annuity product development from three perspectives: strategic alliances between ...

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    • Authors: Debra Esker Cunningham, Alan Finkelstein, Steven Gathje, Application Administrator, Julie Andrews
    • Date: Apr 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Finance & Investments>Banking - Finance & Investments
  • Annuitant Mortality Over Sixty Years
    Annuitant Mortality Over Sixty Years The article is an editorial on annuitant mortality over sixty years, 1923, 1943, 1963 and 1983. Mortality rates=Mortality tables=Death rates ; 12593 1/1/1983 ...

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    • Authors: Ernest J Moorhead
    • Date: Jan 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Experience Studies & Data>Mortality
  • American Actuaries In Japan
    American Actuaries In Japan The Actuary Vol. 22, No. 7. This article describes the state of the insurance market in Japan in 1988. While traditional permanent policies abound, a variable life ...

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    • Authors: G Clinton Myers, Valeria S Myers
    • Date: Jul 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Life Insurance
  • A Pension Section News Book Review: Annuity Markets and Pension Reform
    A Pension Section News Book Review: Annuity Markets and Pension Reform This is a Pension Section News book review of 'Annuity Markets and Pension Reform,' by George A.

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    • Authors: Michael B Price
    • Date: Jan 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Annuities
  • Predictive Modeling for Life Insurance Ways Life Insurers Can Participate in the Business Analytics Revolution
    Predictive Modeling for Life Insurance Ways Life Insurers Can Participate in the Business Analytics Revolution Provide high level summary of predictive modelling. Product development 6442482992 6 ...

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    • Authors: Chris E Stehno, James Guszcza
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • 2018 Variable Annuity Guaranteed Living Benefits Utilization
    2018 Variable Annuity Guaranteed Living Benefits Utilization The Society of Actuaries and LIMRA have sponsored a Variable Annuity Guaranteed Living Benefit Utilization Study. This study is an ...

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    • Authors: Society of Actuaries
    • Date: Jul 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance
  • Product Matters! Looks Back
    Product Matters! Looks Back A look back over 20 years to see how product topics of the day have changed and remained the same. “Pitfalls in Indexed Equity Products” By Product Matters! Editorial ...

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    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance
  • A Helpful Nudge: Behavioral Economics and Retirement Preparedness Webcast
    Ensuring employees retire with adequate benefits is an ever-growing challenge. During this webcast, we will highlight key insights from the fields of behavioral economics and data analytics that ...

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    • Authors: Warren Cormier, Felix Anim Okwaning, Megan Yost, Michele C Raad
    • Date: Jul 2021
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Annuities; Economics; Pensions & Retirement; Technology & Applications
  • Effective Product Management
    Effective Product Management This panel discussion focuses on effective product management of life insurance. Areas addressed include definition of effective product management, internal ...

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    • Authors: Yves Laneuville, Bradley Leonard, Rodney R Rohda, Robert Shapiro
    • Date: May 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability>Health insurance; Life Insurance