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  • Moving From Accumulation To Income
    variable immediate annuities and adding this long-term care and nursing home option. Basically a lot of features ... very competitive marketplace. Since price is the primary difference and can be easily compared, then agents ...

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    • Authors: Francis Sabatini, Novian Junus, Matthew P Sharpe
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Payout annuities
  • Economic Capital
    bottom-line-risk-adjusted returns. Therefore, the primary objective of ING Institutional Markets is to maximize ... feels that EC allows the board to manage its two primary objectives—capital protection and capital deployment ...

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    • Authors: Dennis Lauzon, Hubert B Mueller, Ellen Woodruff
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Economic capital
  • State Variations from Standard Law
    in the opinion while others probably could not care less, especially for opinions from nondomiciliary ... state's variations from the NAIC models. The primary users for this system will be state regulators ...

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    • Authors: Thomas Campbell, J Duran, Wm Harold Phillips, Shirley Hwei-Chung Shao, James Van Elsen
    • Date: Jan 1996
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Financial Management Of Defined Benefits Plans
    pension plans as well as managing corporations. The primary theme of the article is in these sentences: "The ... am talking of multinationals) will say, "I don't care where the plan is--I want a trust fund." Well, that's ...

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    • Authors: Thomas P Bleakney, J Bruce MacDonald, Virginia W Richter, Charles Barry H. Watson
    • Date: Oct 1984
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Pensions & Retirement>Defined benefit plans
  • Individual Annuities
    purpose, which is guaranteed retirement income. Care should be taken in issuing large contracts (e.g ... deferred annuities (FPA). To avoid duplication, I will direct my remarks to an overview of FPA contracts currently ...

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    • Authors: John Fritz, Howard H Kayton, Steven R Linney, Richard A Swift
    • Date: Jun 1978
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities; Public Policy
  • Equity-Indexed Products - Financial Issues
    is the participation rate. I think that is the primary basis of competition and why you see companies ... companies are doing, can we be a little bit more direct as to what we see are the major threats to this ...

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    • Authors: Barbara Snyder, Francis Sabatini, Douglas A George, Kevin F Leavey
    • Date: Sep 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Equity-indexed annuities; Life Insurance; Public Policy
  • Individual Tax Qualified Products
    IRA's are not being met with great success. The primary concern is that the maximum contribution with respect ... profitability of a block of flexible annuity business, we care more about the net of the gains and losses than ...

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    • Authors: Gilbert V I Fitzhugh, Robert J Ingram, Verne J Arends, O David Green
    • Date: Jun 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • Regulatory Topics
    recommend to the legislature that it amend the law to direct us to define the term. That's something for the ... worked with the direct company, and to his knowledge, the state of domicile of the direct company had had ...

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    • Authors: Larry M Gorski, Mark Greene, Kerry Krantz
    • Date: Sep 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Individual Annuities
    which, I think, the life insurance business must care- fully consider. The next chapter arose in the ... rule also has some language that says, if the primary business of the insurance company is selling these ...

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    • Authors: Edward H Baker, Samuel H Turner, William T Gibb, Jack P Barger
    • Date: May 1978
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities; Public Policy
  • Risk Classification Trends
    fiction retrospective. Not so, but I would like to direct your attention to one of the early science fiction ... morale and thus resulting in lesser sales. The primary goal of the risk classification process is to maintain ...

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    • Authors: Application Administrator, Paul Howman, John W Paddon, Gregg R Sadler
    • Date: Jun 1990
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Underwriting - Life Insurance