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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
  • 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
  • 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
  • Speeding up Actuarial Seriatim Calculations
    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: External Forces & Industry Knowledge; 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
  • VA Guarantee Reinsurance Market Status
    Chicago, IL VA Guarantee Reinsurance Market – Direct Writer’s Perspective Kirk Evans SOA Antitrust ... Sponsored by VA Guarantee Reinsurance Market – Direct Writer’s Perspective KIRK EVANS Vice President ...

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    • Authors: Society of Actuaries, Ari Lindner, Kirk Evans
    • Date: Nov 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Enterprise Risk Management
  • Trends in Annuity Product Design
    undergoing change over the next few years also. The primary reason was the feeling, of some experts, that it ... MONTGOMERY: We've been studying funding of long-term care insurance. One of the means by which this could ...

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    • Authors: Ann Kallus, Donald R Sondergeld, Dan Spafford, Grant A Somerville, Michael Winterfield
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities
  • VA Reform – Implications on ALM
    closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... liabilities Private ownershipPublic ownership • Primary valuation lens is US statutory; high equity sensitivity ...

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    • Authors: Peter Tian
    • Date: Nov 2019
    • 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