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  • Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
    the contract owner may be indirect as well as direct. For example, the ability to allocate policy values ... the Portfolio and the inability of an owner to direct investment in a particular asset or to recommend ...

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    • Authors: Bryan W Keene, John Adney
    • Date: Jun 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy
  • Hedging Challenges in Current Market Environment
    Hedging Challenges in Current Market Environment The speaker will share his insights ... representatives accepts any liability whatsoever for any direct or consequential loss arising from any use of these ...

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    • Authors: Philippe Combescot
    • Date: Nov 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>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
  • 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
  • ndividual Annuity Sales and Product Trends
    ndividual Annuity Sales and Product Trends A review of product and sales trends for variable, ... that provide a form of non-underwritten long-term care benefit are becoming more available. These riders ...

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    • Authors: Simpa Baiye
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities; Economics>Macroeconomics
  • Policyholder Behavior Experience Data and Modeling
    Policyholder Behavior Experience Data and Modeling An exploration of drivers, cohorts and dynamics ... and efficiency should increase over time Where direct data is lacking, should look to similar data from ...

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    • Authors: Timothy S Paris
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Capital - Annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
  • Have You Looked at Your Annuity Products Lately
    Have You Looked at Your Annuity Products Lately 1994 SOA Spring Meeting, San Francisco. In this ... that we'll see an annuity tax proposal in health care reform. We can't let our guard down, we have to ...

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    • Authors: Timothy Pfeifer, Thomas F Streiff
    • Date: May 1994
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities; Annuities>Pricing - Annuities; Annuities>Variable annuities; Public Policy
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