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Annuity Principles-Based Reserving (“PBR”) Update
(“PBR”) Update There has been significant discussion of PBR for Life Insurance, but there have also been ... annuities recently; including VM-21, VM-22, and future VM-23. This session will discuss recent changes ...- Authors: Nicholas Carbo, Kaihua Yu
- Date: Aug 2020
- Competency: Strategic Insight and Integration
- Topics: Annuities; Annuities>Guaranteed living benefits; Annuities>Individual annuities
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FIA and Structured Annuities Product Development: The Latest Update
Development: The Latest Update The presenters will review and discuss the recent trend of FIA and Structured ... development, illustrate the differences and similarities between these two types of products, and discuss ...- Authors: Nicholas Carbo, Jee Shen
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Product development - Annuities
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Session 15: The Science Behind a Successful Retirement
Session 15: The Science Behind a Successful Retirement Through much of the Baby Boomer generation's ... everyone in the retirement industry. As those assets move into the payout phase (post retirement), the appropriateness ...- Authors: Nicholas Carbo, Joshua Chee, Douglas Robbins
- Date: May 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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Session 175: An Intro to Structured Indexed Annuity
Structured Indexed Annuity is a new product that entered the U.S. market in 2013. With features from both Variable ... its introduction. The information shared in this session is intended to 'demystify' the product, provide ...- Authors: Nicholas Carbo, Yuan Yuan, Andrew Phillips, Peter Yang
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Annuities>Deferred annuities