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  • Combination Annuities—A Market to Get Into?
    Combination Annuities—A Market to Get Into? This article discusses the pending Pension Protection ... products that combine LTC and Annuities. Long-term care insurance=LTCI;Marketing and distribution;Simplified ...

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    • Authors: Cary O Lakenbach
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Long-term Care
  • The Future of Retirement Planning is Already Here — It's Jus
    • Pensions (defined benefit plans) were the primary retirement vehicle for several decades, but private ... longevity, inflation, market volatility, health care, sequence of returns risk and tax optimization7 ...

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    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
  • Structured-Note Annuity: A Niche Industry Is Born with Endless Possibilities
    management and balance-sheet preservation. As a direct result, sales in 2009 sank to $129 billion, a ... growing, surpassing its pre-2008 highs. The primary market for structured notes in the bank channel ...

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    • Authors: Gregory Henke
    • Date: Apr 2014
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Fixed annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
  • What's New and Exciting with Fixed Annuities?
    product lines including life, annuity and long-term care at Allianz. Eric has extensive regulatory experience ... annuity and life insurance product actuary for two direct writers. He received a B.S. in applied math and ...

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    • Authors: Abraham Gootzeit, Richard Tucker, Eric Carlson, Dale Humphrey
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Reinsurance
  • Individual Annuity Product Update
    come in at third place at 18%, while banks and direct response channels together have now a 10% market ... • VErthinthe variable annuity sector, banks and direct response channels are increasing their market shares ...

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    • Authors: Gordon C Boronow, Stephen E Roth, Hubert B Mueller, Daniel Jaquez, James M Truax
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Public Policy
  • Fixed Annuities Complement Investment Planning
    consider the issue of long-term care. Medicare typically does not cover such care beyond a short period following ... and Medicaid will typically not pay for long-term care until after an indi- vidual’s assets are depleted ...

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    • Date: Feb 2011
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Fixed annuities; Long-term Care>Long-term care insurance
  • Market Trends
    and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation ... Interest” of the retirement investor.  Act with care, skill, prudence and diligence.  Act without regard ...

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    • Authors: Society of Actuaries, Matthew Coleman
    • Date: Nov 2017
    • 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
  • Current Annuity Topics
    investment crediting rate assumptions. One of the primary uses of these models is to determine the difference ... We also have some brokerage business and some direct response business. In early 1982_ we were convinced ...

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    • Authors: John M Lenser, Thomas J Mitchell, Catherine R Turner, Trevor Walke, Michael Winterfield
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities
  • The Future of Single Premium Life Insurance and Annuities
    profit margin and overhead expenses not covered by direct loads or other charges, (ii) avoiding capital losses ... sell single premium life and annuities as their primary (bread and butter) products. However, the single ...

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    • Authors: John Fritz, Burnett A Halstead, D Ted Steven, James A Tilley
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Life Insurance>Whole life
  • Semi Monte Carlo – A New Variance Reduction Method
    UNDERSTANDING THAT EACH INVESTOR WILL, WITH DUE CARE, MAKE ITS OWN STUDY AND EVALUATION OF EACH SECURITY ... licensors and suppliers disclaim liability for any direct or compensatory losses or damages caused to any ...

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    • Authors: Andrey Marchenko
    • Date: Oct 2019
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Enterprise Risk Management