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  • Insurance for the Wealthy: Private Placement
    accounts that are identical, and the SEC doesn't care about that. So now we've avoided the '33 Act, the ... particular investment item or items. The client cannot direct the investment manager to select or sell any particular ...

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    • Authors: Mark S Reilly, Nancy Kenneally, Josephine Cicchetti
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • Generally Accepted Accounting Principles for Nontraditional Products
    interest spread Mr. Bruce D. Bengtson: Our primary focus is going to be on some of the developments ... other "seemingly similar structures," which is a direct quote. Generally Accepted Accounting Principles ...

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    • Authors: Bruce Bengtson, Thomas Campbell, Kay Minnich, Michael Hughes, James T. Pearson
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Equity-indexed annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Variable Annuity Product Design
    the VA, either because of the death or the health-care needs of the annuity owner, the trails to the producer ... occurrence of a critical event such as nursing home care confinement or total disability, but, of course ...

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    • Authors: Jeffrey Dellinger, Deanne L Nezas, Lilia Sham, Terry Simpson
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities
  • Minimum Guaranteed Benefits on Variable Annuities
    of a risk mitigation hedging strategy that took care of that extreme tail only, but gave you more of ... you a little background, we've modeled our two primary products. One of those products is a product with ...

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    • Authors: J Gaule, James W Lamson, John M O'Sullivan
    • Date: Sep 2004
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities
  • GAAP for Nontraditional Long-Duration Contracts
    Now you have to use the SOP." The SOP doesn't care if you were deferring over a shorter period, over ... over straight line or over EGPs. It doesn't care what you were doing in the past. But you have a balance ...

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    • Authors: Edward Jarrett, Bradley M Smith, Laura J Hay
    • Date: Sep 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Public Policy
  • Trends in Annuity Product Design
    undergoing change over the next few years also. The primary reason was the feeling, of some experts, that it ... MONTGOMERY: We've been studying funding of long-term care insurance. One of the means by which this could ...

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    • Authors: Ann Kallus, Donald R Sondergeld, Dan Spafford, Grant A Somerville, Michael Winterfield
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities
  • Variable Annuities and Mutual Funds
    the annuity. In the mutual fund, for example, a direct loading or charge for invest- ment services is ... and a judgment as to its fairness. However, great care has been taken to try to avoid restrictions which ...

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    • Authors: Clint E Edwards, Charles T P Galloway, Donald S Grubbs, John C Maynard, Edwin P Metzner, Ian M Rolland, Lewis P Roth, A Charles Howell
    • Date: May 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Variable Products – A Status Report
    insurance, both fixed and variable, remains the primary product for our field force, there is another growing ... contracts which we hope to begin marketing on a direct basis in the first quarter of 1988. If we achieve ...

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    • Authors: Mary Ann Brown, William E Connor, Bruce Jones, Rodney R Rohda, Stephen E Roth
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities
  • VA Reform – Implications on ALM
    closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... liabilities Private ownershipPublic ownership • Primary valuation lens is US statutory; high equity sensitivity ...

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    • Authors: Peter Tian
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities
  • The Impact of Policyholder Behavior on Variable Annuities
    general account earns more than, say 10%, they don’t care about potential returns on separate account performance ... in the variable annuity. Without a doubt, the primary risk is market risk. When the market declines, ...

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    • Authors: Marshall C Greenbaum, Kenneth Mungan, Ulrich Stengele
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Enterprise Risk Management