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Session 15: The Science Behind a Successful Retirement
benefits • GMDB typically available Pricing regime Primary pricing methodology • Real world • Real world ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Nicholas Carbo, Joshua Chee, Douglas Robbins
- Date: May 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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2019-20 Fixed Indexed Annuity Study
2019-20 Fixed Indexed Annuity Study New Study Examines Fixed Indexed Annuity ... pension mortality, disability insurance, and long-term care insurance. Learn more at www.soa.org/programs/experience-study-pro ...- Date: Aug 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Annuities; Life Insurance
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What's Next for Annuities?
for medical care, we are going to see a blur of approaches to living arrangements and care arrangements ... Current concepts of long-term care, custodial, nursing, home care, and retirement community living ...- Authors: Thomas J Mitchell, Timothy Pfeifer, Timothy J Ruark, Inger Harrington, Michael Winterfield
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Manufacturing Arrangements
"turn- key" you see the manufacturer takes the primary responsibility for the insurance risk. Sometimes ... pure distribution type approach. And here the primary responsibility again lies with the manufacturer ...- Authors: Leonard Koloms, Thomas J Stoiber, Daniel Winslow, William R Sproul, Harry Taylor
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Health & Disability>Health insurance; Life Insurance
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Titanic of Product Development: Avoiding the Iceberg
Titanic of Product ... customers to help us promote the sale of BMA's direct product though. ... a timely basis to your distributors. They don't care how good your product is. Otherwise, you just shot ...- Authors: Kevin A Marti, Norse N Blazzard, Brian King
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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IFRS 17 Implementation Considerations for Variable Annuity (VA) with a Focus on Hedging
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... FEE APPROACH (VFA) Approach for contracts with direct participation features (e.g. unit- linked, with-profit ...- Authors: Joshua Dobiac, Yang Jing
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Variable annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]
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Current Activities Related to Deferred Annuities
plus savings where the company is protected by direct recognition of loans. They are currently selling ... results. Perhaps, the final answer must go further - direct recognition plus the investment risk borne by the ...- Authors: Gregory J Carney, Stephen H Frankel, Jay Jaffe, John R Thompson, Cathy H Waldhauser
- Date: Oct 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Semi Monte Carlo – A New Variance Reduction Method
UNDERSTANDING THAT EACH INVESTOR WILL, WITH DUE CARE, MAKE ITS OWN STUDY AND EVALUATION OF EACH SECURITY ... licensors and suppliers disclaim liability for any direct or compensatory losses or damages caused to any ...- Authors: Andrey Marchenko
- Date: Oct 2019
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Enterprise Risk Management
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Annuity Persistency Study
customer, and distribution information. Another primary purpose of the analysis is to quantify the relationship ... when there are no surrender charges in effect. Direct- response-sold contracts consistently had the ...- Authors: Society of Actuaries
- Date: Jan 1995
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities; Experience Studies & Data
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A Strategic Analysis of the U.S. Life Insurance Industry Part II: Products
industry, with the emergence of HMOs and managed care companies as the dominant players. However, the ... health business, including disability and long–term care insurance. In the following discussion, we focus ...- Authors: Narayan S Shankar
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities; Health & Disability>Health insurance; Life Insurance