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Variable Annuities and Mutual Funds
Variable Annuities and Mutual Funds This discussion at the SOA 1968 Philadelphia and Los Angeles Regional Meetings compares variable annuitis and mutual funds from a company and customer ...- Authors: John C Antliff, Thomas P Bleakney, Thomas P Bowles, Paul A Campbell, Robert M Duncan, Donald S Grubbs, Richard G Horn, Daniel F McGinn, Bernard Rabinowitz, William Daniel Smith, Walter W Steffen, Charles L. Trowbridge, Peter R Wilde, Donald M Ellis, Robert N Powell
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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How Are Tax Reserves for VAGLB Determined for Pre-2010 Contracts?
How Are Tax Reserves for VAGLB Determined for Pre-2010 Contracts? Discusses the problem with the computation of tax reserves for VA contracts with Guaranteed Living Benefit riders that were ...- Authors: Michael LeBoeuf, Peter Winslow
- Date: May 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities
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Book Review - The Variable Annuity by E. Johnson and D.S. Grubbs, Jr
Book Review - The Variable Annuity by E. Johnson and D.S. Grubbs, Jr This is a book review of The Variable Annuity, which the author recommends for a history and current status of this market.- Authors: Abraham Hazelcorn
- Date: Jun 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Variable annuities
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Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2009 Survey Results
Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2009 Survey Results This is a report on the PBITT Working Group's fourth survey ...- Authors: Society of Actuaries
- Date: Jan 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities
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Guaranteed Minimum Death Benefits GMDB - Reserving, Modeling, and Investment Implications
Guaranteed Minimum Death Benefits GMDB - Reserving, Modeling, and Investment Implications In session 118 TS of the Washington Annual Meeting panelists discuss the growth in variable annuities and ...- Authors: Michael Pado, Lilia Sham, Darin Zimmerman
- Date: Oct 1997
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Financial Reporting & Accounting
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Variable Annuity Product Design
Variable Annuity Product Design This session at the SOA 1998 Maui I Spring Meeting focuses on the variable annuity market including product guarantees, unbundling, cost averaging subaccounts, ...- Authors: Jeffrey Dellinger, Deanne L Nezas, Lilia Sham, Terry Simpson
- Date: Jun 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities
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Analysis of Mortality Experience Under Variable and Fixed Individual Annuities During the Deferred Accumulation Period
Analysis of Mortality Experience Under Variable and Fixed Individual Annuities During the Deferred Accumulation Period This study of mortality on deferred Variable annuities over the period 1991- ...- Authors: Robert J Johansen
- Date: Aug 2006
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Experience Studies & Data
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Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures
Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a new procedure for correcting inadvertent failures to satisfy the diversification requirements ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy
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IRS Rules Lifecycle Funds Comply with Investor Control Doctrine
IRS Rules Lifecycle Funds Comply with Investor Control Doctrine Discusses PLR 201105012, the investor control doctrine, and how the IRS concluded that shares of a Lifecycle Fund, available only ...- Authors: Bryan W Keene
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Life Insurance
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A Practical Comparison between AG43 and C-3 PII
A Practical Comparison between AG43 and C-3 PII Provides a comparison of methodologies between Actuarial Guideline 43 and C-3 Phase II RBC to help the practitioner calculate both RBC and ...- Authors: John Froehle
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: The Financial Reporter
- Topics: Annuities>Variable annuities