Description: This article discusses a variety of new developments in the annuity market.

Description: Applying GAAP to GMDBs in Variable Annuities. by Karen Sasveld and David Heavilin from The Financial Reporter, September 2001, Issue No. 47.

Description: This article focuses on how a risk appetite framework can help a company manage the “three-headed monster” and why a risk appetite framework is critical to effective business and risk management at both the corporate and product levels.

Description: This article provides the reader with some insights regarding tax planning under the new required methodology.

Description: This abstract describes a paper that provides a quantitative framework in which two risk management strategies are mathematically formulated.

Description: Highlights of the results of a Milliman survey of the 2004-2009 historical pattern of sales of annuity products with guaranteed living benefits

Description: 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 make due to COVID-19. In the article we discuss what companies should be considering as they approach the 2020 year end assumption setting and audit season.

Description: In this paper the authors present a proposed solution to some difficult problems which have plagued those who have designed variable benefit plans. From Transactions of Society of Actuaries 1963, Vol. 15, Pt. 1, No. 43.

Description: An overview of the evolution of equity-based guarantees (e.g. VA, FIA, etc.) over the last few years and discussion the current lay of the land as it relates to the regulatory, issues, capital markets environment in which these products are offered.

Description: This article gives a summary of a presentation given by John Antliff before the Chicago Actuarial Club on April 24, 1967 focusing on the current status of variable annuities.