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Structured-Note Annuity: A Niche Industry Is Born with Endless Possibilities
Structured-Note Annuity: A Niche Industry Is Born with Endless Possibilities Structured-note annuities ...- Authors: Gregory Henke
- Date: Apr 2014
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Actuary Magazine
- Topics: Annuities>Fixed annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
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Fixed Annuities Complement Investment Planning
Fixed Annuities Complement Investment Planning Feature article ... discussing recent innovations within the fixed annuity insurance industry and the changes those innovations ...- Date: Feb 2011
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Product Matters!
- Topics: Annuities>Fixed annuities; Long-term Care>Long-term care insurance
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A Portfolio Approach to Retirement Income Security
of their Social Security benefits or buying an annuity, but in the process, they’ll reduce the amount ... dividend income • Buying a guaranteed lifetime annuity from an insurance com- pany (think of it as a ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Combination Annuities—A Market to Get Into?
Protection ACT (PPA) similarly enables combina- tion annuity and LTC contracts to be sold with similar tax ... until we are into next year, but the combination annuity story is a compelling one. What makes it so appealing ...- Authors: Cary O Lakenbach
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Small Talk
- Topics: Annuities>Fixed annuities; Long-term Care
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Designing and Communicating Retirement Plans for "Humans"
in their DC plans, offering both investing and annuity solutions, and integrating with Social Security ... income from Social Security, pensions and/or an annuity, optimal solu- tions would invest remaining assets ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation