Announcement: SOA congratulates the new FSAs for June 2024.

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  • Dynamic Assumption-Setting for Variable and Non- Variable Annuities—Part 2
    utilization statuses for VAs with GLWBs as shown in Table 1 (below). In that article, we demonstrated that ... of the individual algorithms independently.2 Table 1 VAs with GLWBs Defined Contract Statuses Benefit ...

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    • Authors: Marianne C Purushotham, Mark Birdsall
    • Date: Mar 2017
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Capital - Annuities; Annuities>Equity-indexed annuities; Annuities>Expenses - Annuities; Annuities>Fixed annuities; Annuities>Group plans - Annuities
  • An Alternative Option-Based Approach to Calculating MRBs
    OPTION-BASED APPROACH Consider a xed indexed annuity (FIA), with money invested in both indexed and ... caps on an FIA, or higher M&E fees on a variable annuity (VA). 2. Another choice: At transition, a company ...

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    • Authors: John Adduci
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Guaranteed living benefits; Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Annuities>Living / Death benefit riders