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SECURE Act 2019- A world of opportunities for annuity carriers
SECURE Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity ... opportunity for annuity carriers created by the SECURE Act to distribute annuities through Employer Sponsored ...- Authors: Ian Michael Laverty
- Date: Apr 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing ... freezing and termination of DB plans, there is a growing void in retirees' retirement planning that can best ...- Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
- Date: Feb 2020
- Competency: Results-Oriented Solutions
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Annuity Principles-Based Reserving (“PBR”) Update
(“PBR”) Update There has been significant discussion of PBR for Life Insurance, but there have also been ... annuities recently; including VM-21, VM-22, and future VM-23. This session will discuss recent changes ...- Authors: Nicholas Carbo, Kaihua Yu
- Date: Aug 2020
- Competency: Strategic Insight and Integration
- Topics: Annuities; Annuities>Guaranteed living benefits; Annuities>Individual annuities
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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter ... contract issued to a trust. In particular, the Ruling interprets the terms “taxpayer,” “holder” and “held by” ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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Revenue Procedure 2008-24 and Partial Annuity Exchanges: Where Are We?
Revenue Procedure 2008-24 and Partial Annuity Exchanges: Where Are We? ... Provides in-depth discussion of IRS Rev. Proc. 2008-24, including tax background of partial annuity exchanges ...- Authors: Kirk Van Brunt
- Date: Sep 2008
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities
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Hedging Challenges in Current Market Environment
Current Market Environment The speaker will share his insights into the hedging challenges faced by ... by FIA and VA business in the current market environment. Annuities, equity-indexed annuities, variable ...- 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
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Policyholder Behavior Experience Data and Modeling
Behavior Experience Data and Modeling An exploration of drivers, cohorts and dynamics for policyholder behavior ... data, including changes in recent years and the emergence of long-term data in key areas. We will also ...- 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