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  • Legal Notes
    Legal Notes This section presents and summarizes insurance-related legal cases of 1953 including: 1. GROUP ANNUITY CONTRACTPERPETUAL OBLIGATION: Freeport Sulphur Company v. Aetna Life ...

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    • Authors: B. M. Anderson
    • Date: Oct 1953
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Life Insurance; Public Policy
  • 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 ...

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    • Authors: Victor Modugno
    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Assumptions and methods
  • Overview of Nonguaranteed Elements (NGEs)
    Overview of Nonguaranteed Elements (NGEs) Non-guaranteed elements are parameters of life insurance and annuity polices that are not fixed when the policy is issued but may be changed from time to ...

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    • Authors: David N Cook, Zohair Motiwalla, Karen Rudolph
    • Date: Nov 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance
  • Mortality Comparisons and Risk Exposures in the Older Age U.S. Financial Services Market
    Mortality Comparisons and Risk Exposures in the Older Age U.S. Financial Services Market This report summarizes the results of a mortality and pricing survey. It indicates significant ...

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    • Authors: William H Bowman, Roger Freeman
    • Date: Dec 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • The 1971 Individual Annuity Mortality Table
    The 1971 Individual Annuity Mortality Table This paper proposes a new mortality table as a minimum reserve standard for individual annuities - the 1971 Individual Annuity Mortality Table, ...

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    • Authors: Harold Cherry
    • Date: Nov 1971
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Experience Studies & Data>Mortality
  • Letters to the National Association of Insurance Commissioners Life/Health Actuarial Task Force Regarding the Development of the New Annuity Non-Forfeiture Law
    Letters to the National Association of Insurance Commissioners Life/Health Actuarial Task Force Regarding the Development of the New Annuity Non-Forfeiture Law Letters to the national association ...

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    • Authors: Roger K Wiard-Bauer
    • Date: Jan 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Actuarial Research Clearing House
    • Topics: Annuities
  • Safest Annuity Rule - A Study Sponsored by the Committee on Retirement Systems Research of the Society of Actuaries
    Safest Annuity Rule - A Study Sponsored by the Committee on Retirement Systems Research of the Society of Actuaries The failure of a few large life insurers in the early 1990's led to ...

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    • Authors: David R Brady, Thomas Edwalds, Lindsay Malkiewich, Zenaida Samaniego, Richard Schreitmueller, William J Sohn, Henry N Winslow
    • Date: Jan 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities
  • The Progressive Annuity Mortality Table
    The Progressive Annuity Mortality Table The purpose of the present paper is to propose a family of sex-year-of-birth tables which may be used in place of The Annuity Table for 1940 with ...

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    • Authors: Joseph C Noback, Edward A. Lew, Elgin G Fassel
    • Date: Nov 1950
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities
  • Variable Annuities in the 1980's and Beyond
    Variable Annuities in the 1980's and Beyond This paper attempts to quantify the benefits to the purchaser of a non-qualified variable annuity as compared to an investment in a mutual ...

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    • Authors: Hubert B Mueller
    • Date: Jan 1991
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Actuarial Research Clearing House
    • Topics: Annuities>Variable annuities; Global Perspectives; Public Policy
  • Discussion - Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity
    Discussion - Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity This is a discussion of the title paper by Eugene A. Rasor and Robert J. Myers. Included is ...

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    • Authors: Andrew Delaney, Robert F Link
    • Date: Nov 1952
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Payout annuities