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Annuity Product Development Update
personnel directors of colleges. A comment on direct response. Historically, at least in my experience ... until recently, there have been no successes in direct marketing of annuities. In fact, there has been ...- Authors: Paul H LeFevre, James Thompson, Paul T Bourdeau
- Date: Oct 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Senior Investment Products: Investing for Today & Tomorrow
door. They do not have to make cold calls or do direct mail. Here is a banker in small-town America who ... low mortality for this, similar to the long-term care. Because in many reverse mortgages, the idea of ...- Authors: Joseph Brennan, Timothy J Ruark, Van A Musso, Rosemarie Shoemaker
- Date: Apr 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Finance & Investments>Banking - Finance & Investments
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Annuity Product Development Update
stock market had crashed in October 1987. The primary reason for that is the tax law. In 1989 there was ... lot more success selling this product than the direct marketers. Now let's talk about a few of the annuitization ...- Authors: Douglas Doll, John Fenton, Paul H LeFevre, Michael Winterfield
- Date: Jun 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Individual Tax Qualified Products
IRA's are not being met with great success. The primary concern is that the maximum contribution with respect ... profitability of a block of flexible annuity business, we care more about the net of the gains and losses than ...- Authors: Gilbert V I Fitzhugh, Robert J Ingram, Verne J Arends, O David Green
- Date: Jun 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Public Policy
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The Standard Nonforfeiture Law: Impact of Proposed Changes
the other. It could further go into a long-term care benefit. We realize that there are existing products ... products, life products with ancillary long-term care or even ancillary annuity-type benefits. But we're ...- Authors: Application Administrator, Eric Carlson
- Date: May 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance>Non-forfeiture benefits
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Digest of Forum on Old Age Benefits
inadequate in- vestment facilities is met by the direct transfer without investment. 126 FORUM ON OLD ... 6. I t preserves individual responsibility and direct local charity. He spoke optimistically of the ...- Authors: Howard H Hennington, George E Immerwahr, Robert J Myers, Albert Pike, Jack Dyer, WILLIAM MARTIN ANDERSON, Frank L Griffin, Charles A Siegfried, Harry E Blagden, Reinhard A Hohaus, Allen L. Mayerson, Stanley W. Gingery, Dorrance C. Bronson, Clark T Foster, Frederick P Sloat, Manuel Gelles, M. Albert Linton, Robert A. Wishart
- Date: Mar 1950
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities; Pensions & Retirement
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Sales Illustrations-We Can't Life with Them, But We Can't Live Without Them!
even similar policies in different companies. The primary reason is that the assumptions that underlie the ... traditionalparticipatingwhole life. In these policies,the direct effect of any singlenonguaranteedelement cannot ...- Authors: Application Administrator, Bruce Booker, Judy Faucett, Robert M Nelson
- Date: May 1993
- Competency: External Forces & Industry Knowledge; Professional Values
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Projected Annuity/Pension Mortality
Bests and a National Underwriter article on Pricing Direct Response Products. He will present his paper first ... for use as a valuation standard. As such, the primary concern was the mortality associated with lives ...- Authors: Paul H Jackson, Jay Jaffe, Robert J Johansen, Robert McClester
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Pensions & Retirement
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Annuities For Individuals
be easy for the major marketers of annuities to direct their clients to take action with the money. The ... the contracts. The key thing here, this is the primary New York concern, is that you don't sell your contract ...- Authors: Bruce L Caldwell, Brian F Dunn, Jay Jaffe, John Vieren, Michael Winterfield
- Date: Apr 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Current Annuity Topics
the plan, and hence sales, will likely vary in direct proportion to changes in the rate of inflation ... investment-crediting rate assumptions. One of the primary uses of these models is to determine the difference ...- Authors: Howard H Kayton, Lynette Trygstad, Elaine Mandrish, Richard A Swift, Christopher H Wain
- Date: Jan 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities