Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

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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 ...

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    • 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
  • 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 ...

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    • Authors: Nicholas Carbo, Jee Shen
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Product development - Annuities
  • 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, ...

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    • 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