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  • T3: Taxing Times Tidbits
    annuities, wellness benefits in qualified long-term care contracts, and reactivating the active financing ... exception for insurance companies. Annuities;Long-term care insurance=LTCI;Taxes=Taxation; 19961 5/1/2011 ...

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    • Authors: Application Administrator, Craig R Springfield, Bryan W Keene, Biruta P Kelly
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Guaranteed living benefits; Financial Reporting & Accounting>Tax accounting; Long-term Care>Long-term care insurance
  • Hedging Variable Annuity Guarantees: A Practical Discussion
    Once the reinsurance market started to dry up, the direct writers had to look at other alternatives. Not ... there are even differences of opinion within our primary auditor in terms of how you should go about valuing ...

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    • Authors: Zafar Rashid, Francis Sabatini, Application Administrator, Daniel D Heyer, Mark Evans
    • Date: Jun 2004
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Guaranteed living benefits; Annuities>Variable annuities; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Modeling & Statistical Methods>Stochastic models
  • Variable Annuity Guaranteed Living Benefits Utilization Study-2011 Experience
    about the uncertainty of Social Security and health care benefits like Medicare. Insurance companies have ... To benefit from this trend, companies should direct their marketing and advertising messages to the ...

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    • Date: Nov 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Guaranteed living benefits; Annuities>Variable annuities
  • Non-Traditional Guarantees on Life and Annuity Products
    EIAs are designed with hedging in mind and the primary risk is whether the cost of the hedge is covered ... e) Annuities with Long-term Care Features. Adding long-term care features to annuities is becoming ...

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    • Authors: John P Glynn, Victoria L Pickering
    • Date: Jan 2005
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Annuities>Guaranteed living benefits; Life Insurance>Secondary guarantees
  • GMIB and the Bear Market
    GMIB and the Bear Market A discussion of the growing popularity of annuities with guaranteed minimum ... either the GMIB value or the contract value. A direct cost, or economic cost, of a GMIB is incurred ...

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    • Authors: Eric Carlson
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Reserves - Annuities; Public Policy
  • Annuity Principles-Based Reserving (“PBR”) Update
    Annuity Principles-Based Reserving (“PBR”) Update There has been significant discussion ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...

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    • Authors: Nicholas Carbo, Kaihua Yu
    • Date: Aug 2020
    • Competency: Strategic Insight and Integration
    • Topics: Annuities; Annuities>Guaranteed living benefits; Annuities>Individual annuities
  • Policyholder Behavior in the Tail – UL with Secondary Guarantee Survey – 2008 Results
    Policyholder Behavior in the Tail – UL with Secondary ... Question 10: Please provide us with a primary and secondary contact in case we need to follow-up ... Name Telephone Email 22 Primary Secondary Please ...

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    • Authors: Society of Actuaries
    • Date: Nov 2008
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Annuities>Guaranteed living benefits
  • Policyholder Behavior in the Tail – Variable Annuity Guaranteed Benefits Survey/C3 Phase II – 2007 and 2008 Survey Results
    clarifications: Question 11: Please provide us with a primary and secondary contact in case we need to follow-up ... your submission. Name Telephone Email Primary Secondary Please contact jnallon@soa ...

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    • Authors: Society of Actuaries
    • Date: Aug 2008
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Annuities>Guaranteed living benefits
  • Global Variable Annuity Relected in New Zealand Product Design
    Global Variable Annuity Relected in New Zealand Product Design New Zealand is about to launch ... the state scheme has been perceived to be the primary provid- er of retirement income. Raising awareness ...

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    • Authors: Murray Alan Hilder, Ralph Stewart
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: International News
    • Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investment policy; Finance & Investments>Investments
  • An Enhanced Social Security Benefit
    An Enhanced Social Security Benefit Social Security provides financial protection by annuitizing ... and consultant in the field of aging and long-term care. He consults for the state of Minnesota and volunteers ...

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    • Authors: John Cutler
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy