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  • Product Migration and Wealth Transfer
    Product Migration and Wealth Transfer Panelists discuss customer life-cycle needs for ... life-cycle needs for life and annuity products and what can be done when a customer's needs change. They also ...

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    • Authors: Anne Katcher, David T Henderson, Kenneth J Gelman
    • Date: Oct 2002
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Policyholder behavior - Annuities; Life Insurance>Policyholder behavior - Life Insurance
  • Guaranteed Returns - A Tragedy Of The Commons?
    Guaranteed Returns - A Tragedy Of The Commons? The Actuary Vol. 22 , No. 7. This articles explores ... posed by many guaranteed-return life insurance and annuity products. Cash value;Investment policy;Market ...

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    • Authors: Donald R Sondergeld
    • Date: Jul 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Pricing - Annuities; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Public Policy
  • Actuarial Behavior Risks
    We all know the roll call: investment risks, mortality risks, asset-liability risks, operational risks ... interrelationships. But in just the last few years, the U.S. insurance and retirement security industry has ...

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    • Authors: Society of Actuaries, Timothy S Paris
    • Date: Aug 2014
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions
    • Publication Name: Risk Management
    • Topics: Annuities>Policyholder behavior - Annuities; General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Life Insurance>Policyholder behavior - Life Insurance