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Product Migration and Wealth Transfer
have realized at all ages it's up to them to take care of themselves. Anne mentioned we conduct a lot of ... about how well our consumers are positioned to take care of themselves to make sure that they don't outlive ...- Authors: Anne Katcher, David T Henderson, Kenneth J Gelman
- Date: Oct 2002
- Competency: Results-Oriented Solutions>Actionable recommendations
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Policyholder behavior - Annuities; Life Insurance>Policyholder behavior - Life Insurance
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Do Individuals Make Sensible Health Insurance Decisions
office visit copayment levels ($15 for pri- mary care physician (PCP)/$40 for specialist; $25 for PCP/$35 ... School of Business.1 For many Americans, health care spending represents a meaningful portion of their ...- Authors: Alexander Leung, Jonah Yearick, Randy P Herman
- Date: Nov 2016
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development
- Publication Name: Health Watch
- Topics: Economics>Behavioral economics; Economics>Health economics; Health & Disability>Health insurance; Technology & Applications>E-commerce
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Medicare Advantage risk scores – Are you competitive?
status of their populations continues to be a primary key to their success. This article updates those ... member based on ICD- 10 diagnosis codes from health care claims. A member is assigned an HCC if an ICD- 10 ...- Authors: Corey Berger
- Date: Oct 2018
- Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Health Watch
- Topics: Health & Disability>Health insurance; Health & Disability>Health risks; Health & Disability>Payment models; Social Insurance>Medicare
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A Smart Way to Develop Retirement Income Strategies
viable retirement income solutions— that’s been a primary focus of my current encore career as a retirement ... evaluating-retirement-income-decisions/. the primary wage-earner and uses the IRS required minimum ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Introducing Funding Longevity Task Force
access to cash. ✔ *Borrower must maintain home as primary residence and remain current on property taxes ... insurance. Another way to provide for long-term care is to set up a HECM growing line of credit early ...- Authors: Shelley Giordano
- Date: Feb 2017
- Competency: Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
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A Smart Way to Develop Retirement Income Strategies
Social Security benefits until age 70 for the primary wage-earner. Married couples would use common ... claiming strategy for the spouse who isn’t the primary wage-earner. This strategy then uses the IRS required ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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With Age Comes Wisdom:Understanding Maturity Extension Rider
accumulate to be equal to face amount by maturity. The primary issues of policyholders surviving to and past ... these obser- vations is issue age 85; this is a direct consequence of the 75- 80 SOA Basic Table’s use ...- Authors: Connie Cheng, Anji Li Zhao
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view
- Publication Name: Reinsurance News
- Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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Conseqeunces of Insurance Business or Company Acquisitions
including a helpful numerical example, regarding the primary tax pro- visions that are the subject of Chief ... described in the regulations under section 338.9 The direct acquisition of an insurance business, whether ...- Authors: Gary Vogel, Kristie Khaw
- Date: Jun 2015
- Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: General Insurance (Property & Casualty); Life Insurance
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Targeted Improvements—Illustrated Universal Life Earnings
amortized into assessments. Thus, they have no direct effect on DAC amortization. Their secondary effect ... Contract: The contract holder has the ability to direct funds to one or more separate account investment ...- Authors: Steven Malerich
- Date: Jun 2017
- Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Universal life
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Expense Strategy in Pricing Individual Insurance Policies
organization. I'm going to talk now about Company A's primary pricing considerations. First of all, their products ... morbidity; towards marketing, which will have a direct impact on sales; and towards the field force, which ...- Authors: Shane A Chalke, Mark Davis, Marshall H Lykins, Scott McInturff, Jeffrey Miller
- Date: Oct 1988
- Competency: Results-Oriented Solutions>Actionable recommendations
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Expenses - Life Insurance