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  • Legal Notes
    Legal Notes This section presents and summarizes insurance-related legal cases of 1953 including: 1. GROUP ANNUITY CONTRACTPERPETUAL OBLIGATION: Freeport Sulphur Company v. Aetna Life ...

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    • Authors: B. M. Anderson
    • Date: Oct 1953
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Life Insurance; Public Policy
  • Annuities in the United States
    Annuities in the United States This literature guide concentrates on references that relate to U.S. annuities. Only a few sources pertain to Canadian annuities. Although similarities exist in ...

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    • Authors: Society of Actuaries
    • Date: Oct 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities
  • Life and Annuity Valuation Issues
    Life and Annuity Valuation Issues This session at the 2004 Valuation Actuary Symposium provides an overview of statutory valuation issues for life and annuity products including the Actuarial ...

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    • Authors: Thomas Campbell, Meredith Ratajczak, Kory Olsen
    • Date: Sep 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Individual Annuitant Mortality Study, Policy Years 1988 - 1990
    Individual Annuitant Mortality Study, Policy Years 1988 - 1990 Covers mortality experience under Canadian individual payout annuities and certain deferred annuities which have no cash value or no ...

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    • Authors: 107929_firstname Canadian Institute of Actuaries
    • Date: Jan 1992
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Annuities>Payout annuities; Experience Studies & Data>Mortality
  • Selection of Scenarios and Assumptions for Valuation Actuary Work
    Selection of Scenarios and Assumptions for Valuation Actuary Work In July 1987, the Society of Actuaries [SOA] Committee on Life Insurance Company Valuation Principles released an exposure draft ...

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    • Authors: Kenneth T Clark, Thomas Hartman, Robert D Hogue, Douglas Menkes, Sue W Ogden, Steven Schreiber
    • Date: Oct 1987
    • Competency: Professional Values>Practice expertise
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Financial Integration of the Pricing Process
    Financial Integration of the Pricing Process This session at the SOA 1990 San Francisco Spring Meeting focuses on the connection between the pricing function and financial reporting, ...

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    • Authors: Patricia Guinn, Douglas C Kolsrud, Philip Polkinghorn
    • Date: Jun 1990
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Product Update-Individual Annuities
    Product Update-Individual Annuities This presentation is an open forum from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The focus from the panelists is on ...

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    • Authors: Douglas G Draeseke, Paul H LeFevre, Thomas Marra, Timothy Pfeifer
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Pricing in a Low Interest Rate Environment
    Pricing in a Low Interest Rate Environment The decrease in interest rates over the last several years has led to decreases in the maximum valuation rate and maximum nonforfeiture interest rate, ...

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    • Authors: Terry Long
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Life Insurance>Non-forfeiture benefits; Reinsurance>Product development - Reinsurance
  • IRS Issues Ruling Applying Diversification Rules to Illiquid Funds
    IRS Issues Ruling Applying Diversification Rules to Illiquid Funds Discussion of the March 1, 2013 Internal Revenue Service (“IRS”) release of PLR 201309011, which addresses the application of ...

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    • Authors: Bryan W Keene, Alison R Peak
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • Legislative Developments
    Legislative Developments This article provides an update on various legislative and regulatory activities including, allowing individual variable annuities, federal standard for fiductiary ...

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    • Authors: Albert Pike
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Pension legislation and regulation; Public Policy