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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 working lifetime, retirement planning focused on asset accumulation. Strategies like ...- Authors: Nicholas Carbo, Joshua Chee, Douglas Robbins
- Date: May 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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RILA GLWB Designs and Market Risk Analysis
RILA GLWB Designs and Market Risk Analysis An overview of guaranteed lifetime withdrawal benefits (GLWB) on registered index-linkedannuity (RILA) products and a stochastic analysis of market ...- Authors: Matthew Kevin Heaphy, Nicholas Carbo, David J Elliott
- Date: May 2023
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Guaranteed living benefits; Modeling & Statistical Methods; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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Registered Index-Linked Annuities
Registered Index-Linked Annuities This report was prepared to provide an overview of Registered Index-Linked Annuities for use in the educational curriculum of the Society of Actuaries. It ...- Authors: Nicholas Carbo, David J Elliott
- Date: Aug 2022
- Competency: External Forces & Industry Knowledge
- Topics: Annuities
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FIA and Structured Annuities Product Development: The Latest Update
FIA and Structured Annuities Product Development: The Latest Update The presenters will review and discuss the recent trend of FIA and Structured Annuities new product development, illustrate the ...- 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 - Update on AG 43 and C3 Phase 2 Revisions
Session 15 - Update on AG 43 and C3 Phase 2 Revisions The NAIC has adopted revisions on Actuarial Guidelines 43 and C3 Phase II for Variable Annuities ("NAIC VA Reform"), effective January ...- Authors: Zohair Motiwalla, Lance Berthiaume, Yuan Tao, Nicholas Carbo, Stephen Matthew Tizzoni FSA,MAAA
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting
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Annuity Principles-Based Reserving (“PBR”) Update
Annuity Principles-Based Reserving (“PBR”) Update There has been significant discussion of PBR for Life Insurance, but there have also been significant changes in PBR for annuities recently; ...- 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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The Rise of Registered Index Linked Annuity (RILA) products
The Rise of Registered Index Linked Annuity (RILA) products Article discusses the mechanics of index-linked annuities and the growth of RILAs .small-text { font-size: 12px; } By Nicholas Carbo, ...- Authors: Nicholas Carbo, David J Elliott , Ginaesan Sinnu
- Date: Aug 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities>Equity-indexed annuities
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Session 175: An Intro to Structured Indexed Annuity
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 Annuities and Fixed ...- 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