Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Weighted Fund Style Analysis of Variable Annuity
    Weighted Fund Style Analysis of Variable Annuity This paper proposes weighted fund style analysis as ... of variable annuities. Market Risks;Variable Annuity;Weighted Fund Style Analysis;Model Selection;Cross ...

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    • Authors: Guangwei Fan, Yuanjin Liu, Qichun Xu, Thomas Green, Kris Nilsson, Ethan Edens
    • Date: Apr 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities
  • Variable Annuity Guaranteed Living Benefits Utilization Study – 2014 Experience
    Variable Annuity Guaranteed Living Benefits Utilization Study – 2014 Experience The study examines the ...

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    • Authors: Matt Drinkwater, Jafor Iqbal, Joseph Montminy
    • Date: Dec 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities; Experience Studies & Data
  • Actuarial Aspects of State Regulation of Individual Variable Annuities
    on regulation of interest rates, expense and mortality guarantees, grace period and nonforfeiture provisions ... 20, Pt. 1, No. 58. Annuity valuation;Discount rates=Interest rates;Mortality assumption;Nonforfeiture ...

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    • Authors: Harry Walker
    • Date: Oct 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Variable Annuity Guaranteed Living Benefits Utilization Study-2011 Experience
    Variable Annuity Guaranteed Living Benefits Utilization Study-2011 Experience This web page describes ... describes the new Variable Annuity Guaranteed Living Benefits Utilization study. Guaranteed living benefits=GLB;Variable ...

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    • Date: Nov 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Guaranteed living benefits; Annuities>Variable annuities
  • Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2009 Survey Results
    Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2009 Survey Results This is ... is a report on the PBITT Working Group's fourth survey to gather the assumptions actuaries use in ...

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    • Authors: Society of Actuaries
    • Date: Jan 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities
  • Policyholder Behavior in the Tail Risk Management Working Group - Variable Annuity Guaranteed Benefits Survey Results
    Policyholder Behavior in the Tail Risk Management Working Group - Variable Annuity Guaranteed Benefits ... Tail Risk Management Working Group - Variable Annuity Guaranteed Benefits Survey Results This report ...

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    • Authors: Society of Actuaries
    • Date: Dec 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Variable annuities
  • Guaranteed Living Benefits: Before the Meltdown
    Guaranteed Living Benefits: Before the Meltdown Highlights of the results of a Milliman survey ... of the 2004-2009 historical pattern of sales of annuity products with guaranteed living benefits Guaranteed ...

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    • Authors: Susan Saip
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Variable annuities
  • Equity-Oriented Products
    encountered in the establishment of a variable annuity operation in the following areas: 1. Compliance ... personnel are required to en- ter the variable annuity field? What extent of surplus commitment is required ...

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    • Authors: William C Brown, John J Byrne, Ardian Gill, Donald S Grubbs, Harold G Ingraham, John T Longmoore, John Macarchuk, G Mitchell, John M Sutherland, Harry Walker, Charles B Baughman, Peter R Wilde, Leslie A Cannon, Robert N Powell
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Panel Discussion - Equity Products
    Panel Discussion - Equity Products This panel discussion reviews various viewpoints, ... various viewpoints, actuary's, agent's, and regulator's views on equity products. From Transactions ...

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    • Authors: Robert H Jordan, Alan M Thaler, Benjamin L Stern, John A Dudley
    • Date: Oct 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Call for Participation and Data Submission Instructions - 2008 to 2013 Canadian Segregated Fund Policyholder Behavior Experience Study
    Call ... R GMWB Base Amount at the end of the month S Policy level or deposit/guarantee level indicator ... T Guarantee Class (or guarantee %) for MB U Guarantee Class (or guarantee %) for DB V Percent ...

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    • Authors: Society of Actuaries
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities