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  • Insurance Compensation Trends and Outlook
    companies; • Pressures on the current systems from direct marketers, the Internet, and otherwise. Mr ... why there's not much. From the Floor: Would you care to comment on the Canadian experience? Mr. Robinson: ...

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    • Authors: Joel Wolfe, Jeffrey M Robinson, Deanne L Nezas
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • In the Beginning ... How Are Nonqualified Annuities Taxed?
    individual, the statute’s rules apply as if the “primary annuitant” were the owner, and if the annui- tant ... investment income tax” imposed by the 2010 health care legislation. The tax under section 1411 applies ...

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    • Authors: John Adney
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Annuities; Public Policy
  • 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 ...

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    • Authors: Bryan W Keene
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities
  • 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 ...

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    • 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
  • 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 ...

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    • Authors: Society of Actuaries
    • Date: Oct 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities
  • 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 ...

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    • Authors: Society of Actuaries
    • Date: Jan 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities
  • A Strategic Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business Model and Future Prospects
    A Strategic Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business ... mass market its products through less expensive direct channels. If that happens, it is likely that a ...

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    • Authors: Narayan S Shankar
    • Date: Oct 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Health & Disability; Life Insurance
  • A Strategic Analysis of the US Life Insurance Industry
    A Strategic Analysis of the US Life Insurance Industry Examines the trends affecting the ... cereal, shaving lotion or automobiles), building direct end-user loyalty is feasible, and brand development ...

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    • Authors: Narayan S Shankar
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance
  • 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 ...

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    • 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
  • 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 ...

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    • 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