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  • Market Trends
    Market Trends This session will provide an overview of the evolution of equity-based guarantees (e.g. VA, FIA, etc.) over the last few years and discuss the current lay of the land as it relates ...

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    • Authors: Society of Actuaries, Matthew Coleman
    • Date: Nov 2017
    • 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
  • Non-Variable Annuity PBR and Statutory Reserving Updates
    Non-Variable Annuity PBR and Statutory Reserving Updates The American Academy of Actuaries will present on current initiatives that impact the U.S. statutory reserving methodology for ...

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    • Authors: Christopher Conrad, Jason Kehrberg, John Miller
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
  • Managed Strategies
    Managed Strategies Managed strategies as underlying investments in VA/FIA products have seen spectacular growth since the financial crisis. The speakers of these sessions will share their views ...

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    • Authors: Marshall C Greenbaum
    • Date: Nov 2018
    • 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; Enterprise Risk Management
  • Legislative Developments
    Legislative Developments This article provides an update on various legislative and regulatory activities including, allowing individual variable annuities, federal standard for fiductiary ...

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    • Authors: Albert Pike
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • The New Model Valuation and Nonforfeiture Laws
    The New Model Valuation and Nonforfeiture Laws This is an article on statutory maximum valuation interest rates, the second of three articles outlining the new Model Valuation and Nonforfeiture ...

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    • Authors: John O Montgomery
    • Date: Feb 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Life Insurance; Life Insurance>Non-forfeiture benefits
  • Measuring Interest Rate Spread
    Measuring Interest Rate Spread The Actuary Vol. 22, No. 2. This article discusses how the the choice of basis for measuring Interest Rate Spread impacts pricing and accounting for interest ...

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    • Authors: Selig Ehrlich
    • Date: Feb 1988
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Pricing - Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance
  • Direct Marketing: Part 1—Analysis of Solicitations
    Direct Marketing: Part 1—Analysis of Solicitations This article covers measurement of key actions by presenting an approach to the analysis of direct-mail insurance solicitations. Marketing and ...

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    • Authors: H Lund
    • Date: Apr 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Is the Timing Right for Equity-Indexed Immediate Annuities?
    Is the Timing Right for Equity-Indexed Immediate Annuities? Author suggests the newly popular Equity-Indexed Annuity product can be transformed into Equity-Indexed Immediate Annuity to serve ...

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    • Authors: Susan Saip
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities
  • Around the World: South Korea – Insurance: As Seen on TV?
    Around the World: South Korea – Insurance: As Seen on TV? International case study discussing an innovative distribution method in South Korea. Marketing and distribution 4294995502 2/1/2013 12: ...

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    • Authors: Greg Becker
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities
  • Chairperson’s Corner
    Chairperson’s Corner Hear from the chairperson on themes in the June 2018 issue of Product Matters published by the Product Development Section. Life insurance;Annuities;Product administration = ...

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    • Authors: Brock Robbins
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance