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Session 15: The Science Behind a Successful Retirement
Session 15: The Science Behind a Successful Retirement Through much of the Baby Boomer generation's working lifetime, retirement planning focused on asset accumulation. Strategies like ...- Authors: Nicholas Carbo, Joshua Chee, Douglas Robbins
- Date: May 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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Annuity Market Pricing Approaches
Annuity Market Pricing Approaches This report compares the CIA pricing method for estimating group annuity closeout pricing to methods used in the US. assumptions;model validation;group annuity ...- Authors: Victor Modugno
- Date: Mar 2019
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Assumptions and methods
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Legal Notes
Legal Notes This section presents and summarizes insurance-related legal cases of 1953 including: 1. GROUP ANNUITY CONTRACTPERPETUAL OBLIGATION: Freeport Sulphur Company v. Aetna Life ...- Authors: B. M. Anderson
- Date: Oct 1953
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Life Insurance; Public Policy
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Direct Marketing: Part 1—Analysis of Solicitations
Direct Marketing: Part 1—Analysis of Solicitations This article covers measurement of key actions by presenting an approach to the analysis of direct-mail insurance solicitations. Marketing and ...- Authors: H Lund
- Date: Apr 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
Insurance Brokerage Fee Income Among Bank Holding Companies In 2008 Discussion of what bank holding companies earned in insurance brokerage fee income in 2008. Marketing and distribution; ...- Authors: Michael D White
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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DOL Fiduciary Regulation - Where are We Now?
DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request ...- Authors: Susan Krawczyk
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: News Direct
- Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
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Annuities in the United States
Annuities in the United States This literature guide concentrates on references that relate to U.S. annuities. Only a few sources pertain to Canadian annuities. Although similarities exist in ...- Authors: Society of Actuaries
- Date: Oct 1993
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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Life and Annuity Valuation Issues
Life and Annuity Valuation Issues This session at the 2004 Valuation Actuary Symposium provides an overview of statutory valuation issues for life and annuity products including the Actuarial ...- Authors: Thomas Campbell, Meredith Ratajczak, Kory Olsen
- Date: Sep 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
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Variable Annuity Guaranteed Living Benefits Utilization Study-2011 Experience
Variable Annuity Guaranteed Living Benefits Utilization Study-2011 Experience This web page describes the new Variable Annuity Guaranteed Living Benefits Utilization study. Guaranteed living ...- Date: Nov 2013
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Guaranteed living benefits; Annuities>Variable annuities
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Individual Deferred Annuity Sales
Individual Deferred Annuity Sales This is a table from an article in The Actuary Magazine entitled A Strategic Analysis of the US Life Insurance Industry Part II: Products. Deferred ...- Authors: Narayan S Shankar
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Marketing and distribution - Annuities