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Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
the contract owner may be indirect as well as direct. For example, the ability to allocate policy values ... the Portfolio and the inability of an owner to direct investment in a particular asset or to recommend ...- Authors: Bryan W Keene, John Adney
- Date: Jun 2017
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy
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Actuarial Aspects of State Regulation of Individual Variable Annuities
gains, his variable annuity will have failed its primary purpose. Insurers are familiar with the mortality ... not to mislead the public. I would think that a direct approach would be preferable here, that is, that ...- 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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Trends in Annuity Product Design
undergoing change over the next few years also. The primary reason was the feeling, of some experts, that it ... MONTGOMERY: We've been studying funding of long-term care insurance. One of the means by which this could ...- Authors: Ann Kallus, Donald R Sondergeld, Dan Spafford, Grant A Somerville, Michael Winterfield
- Date: May 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities
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DOL Fiduciary Regulation - Where are We Now?
September 2017 Issue 75 10 | SEPTEMBER 2017 NEWS DIRECT DOL Fiduciary Regulation—Where are We Now? ... industry service providers SEPTEMBER 2017 NEWS DIRECT | 11 who advocate for delays, substantial revisions ...- Authors: Susan Krawczyk
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: News Direct
- Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
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Variable Products - Pricing Issues
the company’s individual insurance: CIGNA Health Care, CIGNA Retirement Services and, most notably, CIGNA ... think these things are as valuable as we do, so the direct comparison is with mutual funds. Perhaps by ...- Authors: Timothy J Ruark, Daniel Theodore, Nancy Kenneally
- Date: Oct 1997
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities
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Minimum Guaranteed Benefits on Variable Annuities
M group. I'll start the discussion by taking care of some old business, such as AG34 and AG39. Then ... after a few years. Remember that the only thing we care about is the worst surplus position along this ...- Authors: James W Lamson, John M O'Sullivan, Timothy Hill
- Date: Sep 2003
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Public Policy
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Minimum Guaranteed Benefits for Variable Annuities: Implementing Guidelines
You must subtract this net reserve from the direct reserve to determine the amount of the credit that ... necessary for the reserve net of reinsurance for the direct writer. However, since the assumed reserve is ...- Authors: James W Lamson, Timothy Hill
- Date: Sep 1999
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting
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Variable Annuities and Mutual Funds
the annuity. In the mutual fund, for example, a direct loading or charge for invest- ment services is ... and a judgment as to its fairness. However, great care has been taken to try to avoid restrictions which ...- Authors: Clint E Edwards, Charles T P Galloway, Donald S Grubbs, John C Maynard, Edwin P Metzner, Ian M Rolland, Lewis P Roth, A Charles Howell
- Date: May 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Stochastic Modeling for SegregatedFund/Variable Annuity Products
Stochastic Modeling for SegregatedFund/Variable Annuity Products This article is a call for ... currency has grown in popular- ity and acceptance in direct reverse correlation to gold since that time. In ...- Authors: Craig Fowler
- Date: Aug 1999
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Risks & Rewards
- Topics: Actuarial Profession>Professional development; Annuities>Variable annuities
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Variable Products – A Status Report
insurance, both fixed and variable, remains the primary product for our field force, there is another growing ... contracts which we hope to begin marketing on a direct basis in the first quarter of 1988. If we achieve ...- Authors: Mary Ann Brown, William E Connor, Bruce Jones, Rodney R Rohda, Stephen E Roth
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities