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The New Model Valuation and Nonforfeiture Laws
The New Model Valuation and Nonforfeiture Laws This is an article on statutory maximum valuation interest rates, the second of three articles outlining the new Model Valuation and Nonforfeiture ...- Authors: John O Montgomery
- Date: Feb 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities; Life Insurance; Life Insurance>Non-forfeiture benefits
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Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities
Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities This presentation presents a decumulation strategy during retirement with the purchase of deferred ...- Authors: Anran Chen
- Date: Mar 2017
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Pensions & Retirement
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VM-22: Statutory Maximum Valuation Interest Rates For Income Annuities
VM-22: Statutory Maximum Valuation Interest Rates For Income Annuities VM-22 was first introduced into the Valuation Manual in 2018. A number of changes have been made since its introduction, ...- Authors: Dayuan Mao, Ping Zhu, Mary Wu
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: The Financial Reporter
- Topics: Annuities; Annuities>Payout annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
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PLR 201120011 Highlights the Need for SEPP Guidance on Annuities
PLR 201120011 Highlights the Need for SEPP Guidance on Annuities Owners of nonqualified annuity contracts, individuals under qualified retirement plans, and annuity issuers are left without ...- Authors: Mark E Griffin
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy
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NAIC Adopts Annuity Table Test
NAIC Adopts Annuity Table Test Article from The Actuary, May 1985 – Volume No. 19, Issue No. 5 that discusses the NAIC adoption, for future use, of two tests of continued adequacy of the 1983 ...- Authors: Robert J Johansen
- Date: May 1985
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities
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Product Filing Anxiety: Tips and Advice to Make Your Filings Less Painful
Product Filing Anxiety: Tips and Advice to Make Your Filings Less Painful This article summarizes a recent session at an SOA meeting that presented tips on improving and speeding the product ...- Authors: Application Administrator
- Date: Jan 2008
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities; Health & Disability; Life Insurance
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A Niche Product and It's Marketing - A Tale of Trials, Tribulations and Potential Rewards
A Niche Product and It's Marketing - A Tale of Trials, Tribulations and Potential Rewards Impaired annuities - a niche product marketed to people at the “at-need” edge of long-term care and ...- Authors: Steve Cooperstein
- Date: Dec 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Long-Term Care News
- Topics: Annuities; Long-term Care
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Pension Reform in Eastern Europe and Central Asia—A Multi-Pillar Approach
Pension Reform in Eastern Europe and Central Asia—A Multi-Pillar Approach Excellent big picture view for planning a social insurance system with pay-as-you-go, required self-funded, and voluntary ...- Authors: Michael Cohen
- Date: Feb 2003
- Competency: External Forces & Industry Knowledge; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: International News
- Topics: Actuarial Profession>Best practices; Annuities; Demography; Economics>Macroeconomics; Finance & Investments; Global Perspectives; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
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A Strategic Analysis of the U.S. Life Insurance Industry Part II: Products
A Strategic Analysis of the U.S. Life Insurance Industry Part II: Products This is the second article in a four–part series. In this article, the industry's products are examined. N/A; A ...- Authors: Narayan S Shankar
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities; Health & Disability>Health insurance; Life Insurance
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Product Trends in Life Insurance
Product Trends in Life Insurance This article is a discussion about the trends and changes affecting the life insurance industry by impacting product growth. Read how today's ideas can become ...- Authors: Keith Dall, L SS
- Date: Jun 2006
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities; Life Insurance