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The Future of Individual Deferred Annuities

The Future of Individual Deferred Annuities This 1979 session focused on the future of individual deferred annuities. Topics included: 1. Regulatory and Tax Problems a. S.E.C.
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Description: This 1979 session focused on the future of individual deferred annuities. Topics included: 1. Regulatory and Tax Problems a. S.E.C. exemptive provisions b. Tax questions c. Standard Nonforfeiture Law for Individual Deferred Annuities 2. Prospects for Profitability a. Disintermediation b. Improving the prospects for profits 3. Portfolio Method of Crediting Interest vs. Investment Year Method 4. Marketing 5. Product Design a. Different product features b. Lapse experience c. Recent innovations
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- Authors: John K Booth, Harold G Ingraham, Howard H Kayton, Daniel J McCarthy
- Date: Oct 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Public Policy

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