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Congress Clarifies Treatment of Partial Annuitizations
annuity option under that contract—a so-called “direct” partial annuitization. Alternatively, a por- tion ... Department noted that current law does not address direct partial annuitizations, whereas it does allow indirect ...- Authors: Bryan W Keene
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities
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Life Insurance Firms in the Retirement Market: Is the News All Bad?
share from 26 percent to 37 variable annuities, direct insurance percent. company sales are slipping. ... important points. For example, well- reports that direct sales of variable known publications such as Best’s ...- 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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2011-2014 Group Annuity Mortality Experience Report
Actuaries Uses, Reliances and Limitations The primary purposes of this study are to: 1. Compare emerging ... GAM Basic Table with Projection Scale AA as the primary basis for expected deaths. A/E ratios provide ...- Authors: Society of Actuaries
- Date: Jan 2017
- Competency: External Forces & Industry Knowledge
- Topics: Annuities
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Annuities in the United States
Annuities are now sold through stockbrokers, banks, direct mail, and career insur- ance agents. The dramatic ... management of annuity lines of business. The primary ones are: (1) The product development and pricing ...- Authors: Society of Actuaries
- Date: Oct 1993
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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Miscellaneous
their professional training does not make any direct preparation. What is being done to prepare them ... go on. As an actuarial group, I suppose our primary concern with this problem is what we should do ...- Authors: Frederick W Clark, Waid J Davidson, Ralph E Edwards, Ralph H Goebel, Harold G Ingraham, Charles W McMahon, David G Scott, W Tris Stevens, Christopher H Wain, Carl Fischer, J Henry Smith, Eugene Wisdom, Morton A Laird, Leslie A Cannon, T Arnol Crowther, James G Bruce, Ellsworth E Strock
- Date: Jan 1961
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Annuities; Life Insurance
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Individual Life Insurance Product Design Under Conditions of Inflation
feeling for market segmentation is unquestionably of primary importance. Without it further analysis may not ... the market loan policy loan interest rate and the direct recognition of policy loans on individual policies ...- Authors: Allan Affleck, Charles L Edris, Wilfred A Kraegel, Alan C Snyder
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Senior Investment Products: Investing for Today & Tomorrow
door. They do not have to make cold calls or do direct mail. Here is a banker in small-town America who ... low mortality for this, similar to the long-term care. Because in many reverse mortgages, the idea of ...- Authors: Joseph Brennan, Timothy J Ruark, Van A Musso, Rosemarie Shoemaker
- Date: Apr 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Finance & Investments>Banking - Finance & Investments
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Annuity Product Development Update
personnel directors of colleges. A comment on direct response. Historically, at least in my experience ... until recently, there have been no successes in direct marketing of annuities. In fact, there has been ...- Authors: Paul H LeFevre, James Thompson, Paul T Bourdeau
- Date: Oct 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Annuity Financial Reporting Issues
in a separate account. The policyholder doesn't direct the allocation of any investments, and all the ... international accounting standards. Why should you care about international accounting standards? By 2005 ...- Authors: Robert Frasca, Michael J O'Connor, Timothy J Ruark
- Date: May 2002
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Financial Reporting & Accounting
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Annuity Product Development Update
stock market had crashed in October 1987. The primary reason for that is the tax law. In 1989 there was ... lot more success selling this product than the direct marketers. Now let's talk about a few of the annuitization ...- Authors: Douglas Doll, John Fenton, Paul H LeFevre, Michael Winterfield
- Date: Jun 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities