Description: These are the appendices to a report summarizing the results of a Delphi study to identify and debate possible new approaches or Blue Ocean Strategies to acquiring business by life insurers.

Description: This report summarizes the results of a Delphi study to identify and debate possible new approaches or Blue Ocean strategies to acquiring business by life insurers. Appendices are included.

Description: This report provides the results of a VA survey on policyholder behavior in the tail on VA products containing guaranteed minimum benefits.

Description: 1959 SOA Regional Meetings in Atlanta and San Francisco. These discussions on pensions examined the advantages of funding deferred profit sharing plans through a life insurance company and the problems involved in final average retirement plans.

Description: 2021 ImpACT Conference -Insurance ALM Survey - Early Results and Best Practices Recording

Description: The Society of Actuaries and LIMRA have sponsored a Variable Annuity Guaranteed Living Benefit Utilization Study. This study is an annual update of earlier investigations conducted since 2006.

Description: The Required Minimum Distribution [RMD] Working Group of the SOA Taxation Section has completed research identifying considerations for actuaries and annuity insurers in determing the actuarial present value of additional benefits for computing the RMD under a deferred annuity contract. This is the Appendix I spreadsheet for determining the Actuarial Present Value of an annuitization bonus. Please see the SOA website research for the full report and other associated spreadsheets.

Description: Read the June 2018 issue of Product Matters published by the Product Development Section. Newsletters provide practical information for the working actuary, articles on trends that impact sections and news about section activities.

Description: The Society of Actuaries Group Annuity Experience Committee has completed this report which presents the 2001-2002 calendar-year experience of retired individuals in the United States who are covered under group pension contracts. For the first time, the committee has presented the results in pivot table format. This is that pivot table of the 2001–02 Group Annuity Experience Report. Please see the SOA website experience studies for the full report.

Description: This discussion on annuities and settlement options focuses on: A. Revisions made recently in the interest and mortality bases for annuity contracts and retirement income policies and for settlement options embodied in life insurance policies. B. The extent to which the use of settlement options might be justified for payees other than the insured and beneficiaries who are natural persons. C. The practical problems arising in connection with: 1 Requests for elaborate or complicated settlements 2 Liberal settlement option guarantees in outstanding policies