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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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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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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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A Day in the Life of Adorable
before they occur, and online shopping for health care specifically offered to the owners of this type ... boss was also excited to hear what one of his new direct reports had to say. James knew that Ador- able ...- Authors: Allen Klein
- Date: Oct 2018
- Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance; Technology & Applications>Analytics and informatics
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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
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What is Required to Improve Retirement Income Security?
purchase of deferred annuity segments as the primary funding vehicle for defined benefit plans. In ... Defined Contribution Plans.” In the case of health care, see the fol- lowing note. While I have no doubt ...- Authors: Paul Donahue
- Date: Sep 2015
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy
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Free Tacos!
created the table below to help illustrate the primary differences. Now, this is not intended to understate ... mostly middle market, writes a lot of long-term care, etc.” The more “searchable” these notes, the ...- Authors: Steven Rueschhoff
- Date: Feb 2014
- Competency: External Forces & Industry Knowledge; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Product Matters!
- Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
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Calibrating Risk Score Model with Partial Credibility
Risk adjustment models are commonly used in managed care programs to ensure that participating health plans ... commercial population. However, the variety of managed care populations (and benefits) is much larger than the ...- Authors: Sheamus Parkes, Brad Armstrong
- Date: Oct 2015
- Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Expanding Horizons
- Topics: Health & Disability>Health care; Health & Disability>Health insurance; Health & Disability>Health risks; Modeling & Statistical Methods>Bayesian methods; Modeling & Statistical Methods>Data mining; Modeling & Statistical Methods>Estimation methods; Predictive Analytics