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Lessons Learned – A Risk Perspective
Lessons Learned – A Risk Perspective In this session, a company will share its experience on managing risks underlying the equity-linked insurance guarantees and what lessons were learned over ...- Authors: Daniel D Heyer
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
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PLR 201120011 Highlights the Need for SEPP Guidance on Annuities
PLR 201120011 Highlights the Need for SEPP Guidance on Annuities Owners of nonqualified annuity contracts, individuals under qualified retirement plans, and annuity issuers are left without ...- Authors: Mark E Griffin
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy
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Life Insurance Firms in the Retirement Market: Is the News All Bad?
Life Insurance Firms in the Retirement Market: Is the News All Bad? A discussion of where insurance companies and their products fit in the retirement asset market and trends over the past few ...- Authors: PAUL HOFFMAN, Anthony M Santomero
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy
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Life and Annuity Living Benefit Riders: Considerations for Consumers
Life and Annuity Living Benefit Riders: Considerations for Consumers This overview shows considerations for consumers when reviewing the Life and Annuity Living Benefit Riders study. Guaranteed ...- Authors: Carl Friedrich
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance
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Calculation of Approximate Annuity Values on a Mortality Basis that Provides for Future Improvements in Mortality
Calculation of Approximate Annuity Values on a Mortality Basis that Provides for Future Improvements in Mortality This paper presents a relatively simple method for calculating approximate ...- Authors: Charles M Sternhell
- Date: Jun 1950
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities
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Actuarial Note: Valuation of Reversionary Interests Involving Two or More Lives for Federal Tax Purposes
Actuarial Note: Valuation of Reversionary Interests Involving Two or More Lives for Federal Tax Purposes This paper describes a method for valuing a contingent or reversionary interest involving ...- Authors: William M Snell, Charles G. Groeschell
- Date: May 1951
- 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 Discussion papers on a paper dealing with minimum statutory nonforfeiture values for retirement annuity contracts. Deferred ...- Authors: Society of Actuaries, John M Boermeester, Robert Walker, James E Hoskins, Gardner F. Knight
- Date: Jan 1954
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Annuities; Public Policy
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Equity Forms of Savings
Equity Forms of Savings Summary of panel discussion which looked at the implications for life insurance companies of the increasing interest in equity forms of savings, as evidenced by the growth ...- Authors: Society of Actuaries, Robert M Duncan, Harry M Sarason, Edward G Wendt, Harold R Lawson
- Date: Apr 1954
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Transactions of the SOA
- Topics: Annuities; Finance & Investments>Investment policy; Life Insurance
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Investment Year Method: A Method to align renewal credited rates with investment strategy
Investment Year Method: A Method to align renewal credited rates with investment strategy Summary of research project designed to document method to credit interest rates to account value based ...- Authors: Max Rudolph
- Date: Apr 2020
- Competency: Results-Oriented Solutions
- Publication Name: Risks & Rewards
- Topics: Annuities; Annuities>Investment strategy - Annuities; Finance & Investments; Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments; Annuities>Deferred annuities
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The Universe Of Annuities Certain
The Universe Of Annuities Certain discussion of mathematical calculations for various forms of annuities certain Annuities; 12148 10/1/1979 12:00:00 AM ...- Authors: Robert Brown
- Date: Oct 1979
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Actuary Magazine
- Topics: Annuities