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An Exploration of Lifecycle Finance
economic theory behind this approach is called the life- cycle hypothesis, or lifecycle finance. Developed ... income source upon illness or injury. You purchase life insurance to provide an income stream for your ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Hedging Challenges in Current Market Environment
VA SALES in 2018 Source – Wink Sales and Market Report – Q4 2018 – Excludes recent launches ILVA Sales ... Financial $3.24 3 All ianz Life $2.12 4 Lincoln Nat ional Life $0.93 5 CUNA Mutual Life $0.82 6 Great-West ...- Authors: Philippe Combescot
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
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Policyholder Behavior Experience Data and Modeling
co/ruark-consulting-releases-2018-fixed-indexed-annuity-mortality-study/ Variable annuity policyholder behavior ... co/ruark-consulting-releases-variable-annuity-mortality-study-results/ 6 VM-21 PBR for Variable ...- Authors: Timothy S Paris
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Capital - Annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
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Lessons Learned – A Risk Perspective
Lessons Learned – A Risk Perspective In this session, a company will share its experience on managing ... your trigger diversification disappears while mortality marches on with certainty. – In a protracted ...- Authors: Daniel D Heyer
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
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A Study of Exotic Equity-linked Guarantees: Pricing, Projections, Hedging, and Performance
A Study of Exotic Equity-linked Guarantees: Pricing, Projections, Hedging, and Performance ... Pawel Konieczny, PhD, CFA, FRM VP, Client Solutions Group EBIG 2016, November 14th, 2016 (1045 – 1215 hours) ...- Authors: Pawel Konieczny
- Date: Nov 2016
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
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Market Landscape
NYDFS Suitability & Best Interest Regulation for Life and Annuities On the regulatory forefront 38 ... Minimize taxes Have a more realistic picture of life I can afford in retirement Maintain perspective ...- Authors: Teodor Panaisitor , Todd Geising
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Expenses - Annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
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Efficient VA Hedging Instruments for Target Volatility Portfolios
TV put has changing notional and strike over the life of the trade We adjust the vanilla strike and ... realized variance surpasses a “budget” during the life of the trade. Otherwise it pays the same as a vanilla ...- Authors: Society of Actuaries, Jon Spiegel
- Date: Nov 2016
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management