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Partial Annuitization Using a Deferred Income Annuity Rider
Partial Annuitization Using a Deferred Income Annuity Rider The article discusses PLR 201632004, which addresses the partial annuitization rules of IRC section 72(a)(2) in the context of a ...- Authors: Bryan W Keene, Patrick Tricker
- Date: Oct 2016
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
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We Can Build Better Retirement Products
We Can Build Better Retirement Products I recommend a Social Security deferral product, and two annuity enhancements. I then discuss the challenges faced in getting such products distributed.- Authors: Joseph Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Publication Name: Retirement Section News
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance
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Digest of Informal Discussion - Annuitant Mortality Trends
Digest of Informal Discussion - Annuitant Mortality Trends Discusses the trend for insurance companies to become primarily annuity companies - partly due to settlement options - and the financial ...- Authors: Society of Actuaries
- Date: Jun 1952
- Competency: External Forces & Industry Knowledge>Internal forces and business performance
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities
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Moving From Accumulation To Income
Moving From Accumulation To Income Panelists at this session of the SOA 2003 Washington, DC Spring Meeting discuss the shift in interest in the market place from accumulation to income, i.e.- Authors: Francis Sabatini, Novian Junus, Matthew P Sharpe
- Date: May 2003
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Payout annuities
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Income Products: Pricing PART 2
Income Products: Pricing PART 2 This session focuses on the financial issues related to income products. A panel of experts discusses pricing, investment, and risk management in underwriting ...- Authors: Douglas Doll, Ken McCullum, Steven Habegger
- Date: Oct 2001
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Payout annuities
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Annuities and Settlement Options
Annuities and Settlement Options This discussion examines the following questions: Do current immediate annuity rates reflect present conditions as to mortality, interest, and expense? To what ...- Authors: John J Marcus, Edward A. Lew, Donald R Anderson, Edward Ruse, N Douglas Campbell
- Date: Sep 1960
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities
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An Immediate Annuity with Cash-Out Rights?
An Immediate Annuity with Cash-Out Rights? In session 138 PD of the Washington Annual Meeting panelists discuss the possibility of a single premium immediate annuity that offers liquidity ...- Authors: Jeffrey Drake, Timothy Pfeifer, Robert J Scheinerman
- Date: Oct 1997
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Payout annuities
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The Elas Life Income Mortality Table
The Elas Life Income Mortality Table This paper describes the derivation of the ELAS Life Income Mortality Table, which has been adopted by the Equitable Life Assurance Society as the ...- Authors: Harry Walker
- Date: Apr 1954
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities; Annuities>Pricing - Annuities; Experience Studies & Data>Mortality
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We Can Build Better Retirement Products
We Can Build Better Retirement Products I propose a Social Security deferral product and two annuity enhancements. Then I address the challenges in getting such products distributed. Payout ...- Authors: Joseph A Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance; Social Insurance>Social Security
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Retirement Income Solutions: Payout Annuities
Retirement Income Solutions: Payout Annuities Increasing life spans and fluctuations in the equity markets have raised awareness of the potential of outliving one's income. This ...- Authors: Steve Cooperstein, Susan Saip, Joel Jessen
- Date: Jun 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Payout annuities