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Market Landscape
Market Landscape An overview of the evolution of equity-based guarantees (e.g. VA, FIA, etc.) over the last few years and discussion the current lay of the land as it relates to the regulatory, ...- Authors: Teodor Panaisitor , Todd Geising
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Expenses - Annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
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Variable Annuity DAC: A Survey of Current Practice
Variable Annuity DAC: A Survey of Current Practice Variable Annuity DAC: A Survey of Current Practice by Laura J. Hay and Elizabeth Rogalin from The Financial Reporter, December 2002, Issue No.- Authors: Laura J Hay, Elizabeth Rogalin
- Date: Dec 2002
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: The Financial Reporter
- Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
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How Are Tax Reserves for VAGLB Determined for Pre-2010 Contracts?
How Are Tax Reserves for VAGLB Determined for Pre-2010 Contracts? Discusses the problem with the computation of tax reserves for VA contracts with Guaranteed Living Benefit riders that were ...- Authors: Michael LeBoeuf, Peter Winslow
- Date: May 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities
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Book Review - The Variable Annuity by E. Johnson and D.S. Grubbs, Jr
Book Review - The Variable Annuity by E. Johnson and D.S. Grubbs, Jr This is a book review of The Variable Annuity, which the author recommends for a history and current status of this market.- Authors: Abraham Hazelcorn
- Date: Jun 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Variable annuities
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Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2009 Survey Results
Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2009 Survey Results This is a report on the PBITT Working Group's fourth survey ...- Authors: Society of Actuaries
- Date: Jan 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities
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Variable Annuities and Mutual Funds
Variable Annuities and Mutual Funds This discussion at the SOA 1968 Philadelphia and Los Angeles Regional Meetings compares variable annuitis and mutual funds from a company and customer ...- Authors: John C Antliff, Thomas P Bleakney, Thomas P Bowles, Paul A Campbell, Robert M Duncan, Donald S Grubbs, Richard G Horn, Daniel F McGinn, Bernard Rabinowitz, William Daniel Smith, Walter W Steffen, Charles L. Trowbridge, Peter R Wilde, Donald M Ellis, Robert N Powell
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures
Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a new procedure for correcting inadvertent failures to satisfy the diversification requirements ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy
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IRS Rules Lifecycle Funds Comply with Investor Control Doctrine
IRS Rules Lifecycle Funds Comply with Investor Control Doctrine Discusses PLR 201105012, the investor control doctrine, and how the IRS concluded that shares of a Lifecycle Fund, available only ...- Authors: Bryan W Keene
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Life Insurance
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Risk and Opportunity: China Variable Annuities Seminar
Risk and Opportunity: China Variable Annuities Seminar Discusses a one day seminar in Shanghai, China held on August 25, 2011 by the SOA and the China Regional Committee on variable annuities.- Authors: Genghui Wu
- Date: Jan 2012
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: International News
- Topics: Annuities>Variable annuities
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Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements The article summarizes several recent private letter rulings from the IRS addressing the "investor ...- Authors: Bryan W Keene, John Adney
- Date: Jun 2017
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy