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Variable Annuity Guaranteed Living Benefits Utilization
Variable Annuity Guaranteed Living Benefits Utilization Few product innovations have transfigured the variable annuity (VA) industry as much asguaranteed living benefits (GLBs). Guaranteed living ...- Authors: Matt Drinkwater
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Variable annuities
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Managing Investment Risks in Contractual Designs
Life and annuity markets around the world have seen increasingly complex investment-combined products, including universal life, fixed indexed annuities, variable annuities with a wide variety of ...- Authors: Runhuan Feng, Longhao Jin
- Date: Nov 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Expanding Horizons
- Topics: Annuities; Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Modeling & Statistical Methods; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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Variable Annuity Guaranteed Living Benefits Utilization
Variable Annuity Guaranteed Living Benefits Utilization Few product innovations have transfigured the variable annuity (VA) industry as much as guaranteed living benefits (GLBs). Guaranteed ...- Authors: Society of Actuaries
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Variable annuities
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Surprising Investor Control Advice from IRS
Surprising Investor Control Advice from IRS The IRS believes that any segregated asset account comprised of a pool of individual securities will run afoul of the investor control doctrine. This ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy
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The Taxable Deferred Annuity with Guaranteed Lifetime Withdrawals
The Taxable Deferred Annuity with Guaranteed Lifetime Withdrawals The article summarizes PLRs 201515001 and 201519001, in which the IRS addressed the treatment of a non-qualified deferred annuity ...- Authors: Bryan W Keene
- Date: Oct 2015
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Taxing Times
- Topics: Annuities>Investment strategy - Annuities; Annuities>Variable annuities
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A Review Of Variable Annuities - Their Regulations, Marketing, Sales Compensation
A Review Of Variable Annuities - Their Regulations, Marketing, Sales Compensation This article summarizes information on the regulatory aspects of variable annuities, both federal and state, and ...- Authors: Ian M Rolland
- Date: Mar 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Variable annuities; Public Policy
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Equity-Oriented Products
Equity-Oriented Products This discussion at the 1968 Annual Meeting covers equity-oriented product issues including deciding to sell variable annuities, sales methods, the effect of SEC ...- Authors: Raymond L Crapo, Charles T P Galloway, Harold G Ingraham, J Reuben Rigel, Ian M Rolland
- Date: Oct 1968
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Panel Discussion - Equity Products
Panel Discussion - Equity Products This panel discussion reviews various viewpoints, actuary's, agent's, and regulator's views on equity products. From Transactions of Society ...- Authors: Robert H Jordan, Alan M Thaler, Benjamin L Stern, John A Dudley
- Date: Oct 1969
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Minimum Guaranteed Benefits on Variable Annuities
Minimum Guaranteed Benefits on Variable Annuities This session 8 PD of the 2004 Valuation Actuary Symposium focuses primarily on the Academy's development of nonformulaic statutory ...- Authors: J Gaule, James W Lamson, John M O'Sullivan
- Date: Sep 2004
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities
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An Alternative Option-Based Approach to Calculating MRBs
An Alternative Option-Based Approach to Calculating MRBs ASU 2018-12 introduced a new concept called “market risk benefits” (MRBs). MRBs are a new accounting classification for benefits within ...- Authors: John Adduci
- Date: Dec 2019
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: The Financial Reporter
- Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Guaranteed living benefits; Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Annuities>Living / Death benefit riders