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  • PBR Impacts to Annuities
    PBR Impacts to Annuities There has been significant discussion of PBR for Life Insurance, but there has also been progress in development of PBR for annuities; including VM-21, VM-22, and future ...

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    • Authors: Yuan Tao, Joshua Chee, Albert Zlogar
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting>Statutory accounting
  • Survey results on COVID-19 effects on VA business
    Survey results on COVID-19 effects on VA business A short article looking at the results from an annual assumption survey of VA writers with a focus on changes companies observed and planned to ...

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    • Authors: Michael Beck, David W McLeroy, Jiajun Lu
    • Date: Sep 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Annuities>Variable annuities; Experience Studies & Data; Experience Studies & Data>Policyholder or participant behavior - Experience
  • SECURE Act 2019- A world of opportunities for annuity carriers
    SECURE Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity carriers created by the SECURE Act to distribute annuities through Employer ...

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    • Authors: Ian Michael Laverty
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Session 175: An Intro to Structured Indexed Annuity
    Session 175: An Intro to Structured Indexed Annuity Structured Indexed Annuity is a new product that entered the U.S. market in 2013. With features from both Variable Annuities and Fixed ...

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    • Authors: Nicholas Carbo, Yuan Yuan, Andrew Phillips, Peter Yang
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Annuities>Deferred annuities