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ACLI Update
ACLI Update Changes to AG 43 and what that might mean for tax purposes. Also, summary of IRS Notice 2016-63 (provides safe harbor tax guidance on use of 2017 CSO tables). PBR;Taxes;Annuity ...- Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
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Variable Annuities in the 1980's and Beyond
Variable Annuities in the 1980's and Beyond This paper attempts to quantify the benefits to the purchaser of a non-qualified variable annuity as compared to an investment in a mutual ...- Authors: Hubert B Mueller
- Date: Jan 1991
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Actuarial Research Clearing House
- Topics: Annuities>Variable annuities; Global Perspectives; Public Policy
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Hot Topics in Separate Account Products
Hot Topics in Separate Account Products This presentation, session number 7PD, took place at the 2000 Annual Meeting of the Society of Actuaries, held October 15-18 in Chicago. The panelists ...- Authors: Hans U Gerber, Peter Tilley, Marshall C Greenbaum, Mary Hardy
- Date: Oct 2000
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Pricing - Annuities; Annuities>Variable annuities
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Note from the Editor
Note from the Editor Welcomes readers to the special supplement which takes a comprehensive look at Actuarial Guideline 43 VA CARVM. Annuity reserves; 11609 2/1/2010 12:00:00 AM ...- Authors: Brian King
- Date: Feb 2010
- Competency: Communication
- Publication Name: Taxing Times
- Topics: Actuarial Profession>Professional associations; Annuities>Variable annuities
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A Proposed Method of Valuing Variable Benefit Retirement Plans
A Proposed Method of Valuing Variable Benefit Retirement Plans In this paper the authors present a proposed solution to some difficult problems which have plagued those who have designed variable ...- Authors: Chandler L McKelvey, Franklin C Smith
- Date: Oct 1963
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design
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Actuarial Aspects of State Regulation of Individual Variable Annuities
Actuarial Aspects of State Regulation of Individual Variable Annuities This paper discusses the actuarial aspects of state regulation of individual variable annuities. Focus is on regulation of ...- Authors: Harry Walker
- Date: Oct 1968
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Why Write Variable Products When You Can Put the Money Directly into the Stock Market?
Why Write Variable Products When You Can Put the Money Directly into the Stock Market? Why Write Variable Products When You Can Put the Money Directly into the Stock Market? Assumptions;Capital ...- Authors: David Ingram, Stuart Silverman
- Date: Oct 2003
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Risks & Rewards
- Topics: Annuities>Variable annuities; Finance & Investments
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VA Guarantee Reinsurance Market Status
VA Guarantee Reinsurance Market Status Reinsurance has been available for VA Guarantees for over 20 years. During that time, the reinsurance market for VA Guarantees has undergone frequent and ...- Authors: Society of Actuaries, Ari Lindner, Kirk Evans
- Date: Nov 2018
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Enterprise Risk Management
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Introduction to Predictive Modeling of Fund Manager Behavior for Variable Annuities Riders
Introduction to Predictive Modeling of Fund Manager Behavior for Variable Annuities Riders This article describes how different types of regression models used for fund modeling can affect the ...- Authors: Bryon Robidoux
- Date: Dec 2015
- Competency: External Forces & Industry Knowledge
- Publication Name: Predictive Analytics and Futurism Newsletter
- Topics: Annuities>Variable annuities; Modeling & Statistical Methods>Regression analysis
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Affordable Retirement Income Through Savings and Annuities
Affordable Retirement Income Through Savings and Annuities This paper explores a proposed compulsory savings program combined with transparent investment vehicles designed to promote competition ...- Authors: Donald Fuerst
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy