21
-
30
of
55
results (0.44 seconds)
Sort By:
-
Panel Discussion - H.R. 10
suggest before you actually comment that you might care to introduce your associate who is sitting in the ... members seem to have shown a strong preference for direct investment. One problem on the use of group for ...- Authors: Ernest J Moorhead, Fredrick E Rathgeber, Harry Walker, Bruce E Shepherd
- Date: Jan 1964
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
-
Managing Retirement Assets Symposium: Putting Annuities Back Into Savings Plans
unplanned expenses, such as those to cover long-term care, may occur at some point during retirement (GAO ... expenses of administering the plan, and with the care, skill, prudence, and diligence that a prudent ...- Authors: Pamela Perun
- Date: Apr 2004
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Pensions & Retirement>Retirement risks
-
Individual Annuities
purpose, which is guaranteed retirement income. Care should be taken in issuing large contracts (e.g ... deferred annuities (FPA). To avoid duplication, I will direct my remarks to an overview of FPA contracts currently ...- Authors: John Fritz, Howard H Kayton, Steven R Linney, Richard A Swift
- Date: Jun 1978
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Public Policy
-
Can Annuity Purchase Intentions be Influenced - Summary
age would you expect Bill to retire from his primary career, assuming he is a typical American employee ... presented in Appendix A. Survey questions of primary interest (in each condition) pertained to annuity ...- Authors: Society of Actuaries
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Annuities>Individual annuities; Pensions & Retirement
-
Individual Annuities
which, I think, the life insurance business must care- fully consider. The next chapter arose in the ... rule also has some language that says, if the primary business of the insurance company is selling these ...- Authors: Edward H Baker, Samuel H Turner, William T Gibb, Jack P Barger
- Date: May 1978
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Public Policy
-
Managing Retirement Assets Symposium: Securitization of Mortality Risks in Life Annuities
frequently may pose higher transaction costs on the primary annuity insurer than those of securitization. The ... payments (immediate participation guarantee contract direct payment benefits). The reports summarize calendar ...- Authors: Samuel Cox, Yijia Lin
- Date: Apr 2004
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Pensions & Retirement>Defined benefit plans
-
Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
the contract owner may be indirect as well as direct. For example, the ability to allocate policy values ... the Portfolio and the inability of an owner to direct investment in a particular asset or to recommend ...- 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
-
Ripe Annuities
distribution channel we are going to address is direct response. The experience I have seen to date generally ... durations. I think this is a function of two primary factors. First, the participating companies use ...- Authors: John Fenton, Thomas L May, Darin Zimmerman, Wiiliam C Tomilin
- Date: Oct 1996
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities
-
A Portfolio Approach to Retirement Income Security
unforeseen expenses, such as medical or long-term care • Preserve the ability to apply unused funds as ... face significant risks for medical and long-term care expenses. In theory, both of these risks can be ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
-
Understanding and Managing Annuity Risks
to talk about are: · Variable annuities, from a direct writer's perspective. · Reinsurance, primarily ... whatever. You definitely have to analyze your primary profit drivers. It helps to point this out to ...- Authors: Michael J O'Connor, Ari Lindner, Scott Priebe
- Date: May 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities