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Annuitization Versus Estate Creation
Annuitization Versus Estate Creation At retirement, people face a choice between annuitization and self-management of liquid wealth [also called self-annuitization]. A common belief is that ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou
- Date: Jan 2003
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Actuarial Research Clearing House
- Topics: Annuities
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Approximate Probability Statements about Life Annuity Costs
Approximate Probability Statements about Life Annuity Costs The objective of this paper from the Transactions of Society of Actuaries 1964, Vol. 16, Pt. 1, No. 44 AB, is to illustrate some of the ...- Authors: James C Hickman, Robert L Fretwell
- Date: Apr 1964
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities; Modeling & Statistical Methods
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Overview of Nonguaranteed Elements (NGEs)
Overview of Nonguaranteed Elements (NGEs) Non-guaranteed elements are parameters of life insurance and annuity polices that are not fixed when the policy is issued but may be changed from time to ...- Authors: Karen Rudolph, David N Cook, Zohair Motiwalla
- Date: Nov 2022
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance
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Federal Income Taxation of Annuity Payments
Federal Income Taxation of Annuity Payments This paper sets out the basic principles of federal income taxation of annuity payments, together with the general rules for determining which of two ...- Authors: William H Crosson
- Date: Oct 1968
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities
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Minimum Statutory Nonforfeiture Values for Retirement Annuity Contracts
Minimum Statutory Nonforfeiture Values for Retirement Annuity Contracts This paper discusses the calculation of minimum statutory non-forfeiture values for annuity contracts with stipulated ...- Authors: John M Boermeester
- Date: Apr 1954
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities; Pensions & Retirement
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Annuity Lapse Rate Modeling: Tobit or Logit by Dr. Sam Cox and Yijia Lin
Annuity Lapse Rate Modeling: Tobit or Logit by Dr. Sam Cox and Yijia Lin We devise an approach, using tobit models for modeling annuity lapse rates. The approach is based on data provided by the ...- Authors: Samuel Cox, Yijia Lin
- Date: Nov 2006
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities