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Can Annuity Purchase Intentions be Influenced - Presentations
Can Annuity Purchase Intentions be Influenced - Presentations This research report on the ability to ... to influence annuity purchases found the following contrast: • Pre-retirees’ intentions to buy a life ...- Authors: Society of Actuaries
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Annuities>Individual annuities; Pensions & Retirement
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Can Annuity Purchase Intentions be Influenced - Summary
Can Annuity Purchase Intentions be Influenced - Summary This research report analyzed the effects of ... different types of informational interventions on annuity-related behavioral intentions and beliefs, such ...- Authors: Society of Actuaries
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Annuities>Individual annuities; Pensions & Retirement
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SECURE Act 2019- A world of opportunities for annuity carriers
opportunities for annuity carriers This article discusses the opportunity for annuity carriers created ... as well as the potential opportunity for future annuity sales. Retirement Income, Retirement Planning ...- 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
of retirees receiving lifetime income from an annuity are satisfied with their annuity2 About Half ... (formerly RESA) will better enable in-plan annuity placement. Lifetime Income Disclosure Act (LIDA) ...- 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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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement ... investment products to mitigate the risk of outliving one’s assets in post-retirement financial planning. Modeling ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Finance & Investments>Investments; Long-term Care; Pensions & Retirement; Pensions & Retirement>Retirement risks
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Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions
Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions Recent guidance in the ... harbor for the fair market value of a deferred-annuity contract when determining the amount includible ...- Authors: Douglas N Hertz
- Date: May 2006
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Pensions & Retirement; Public Policy
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Money Myopia - Insurance Industry And The Savings Dollar
MYOPIA--INSURANCE INDUSTRY AND THE SAVINGS DOLLAR by D. S. Magnusson and D. E. Steven Ed. Note: This is the ... Individual Products From the early 1920's to the mid- 1950's, individual products demonstrat- ed a ...- Authors: Douglas S Magnusson, D Ted Steven
- Date: May 1979
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
- Publication Name: The Actuary Magazine
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Life Insurance>Investment strategy - Life Insurance; Pensions & Retirement
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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance Abstract
Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement ... investment products to mitigate the risk of outliving one’s assets in post-retirement financial planning. Modeling ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Finance & Investments>Investments; Long-term Care; Pensions & Retirement; Pensions & Retirement>Retirement risks
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Panel Discussion - H.R. 10
H.R. 10 business, if a company had no flexible annuity contract or rider, was, of course, to use split-funding ... tioned; the other two are the use of a flexible annuity and the use of a flexible rider. It might be well ...- Authors: Elmer R Benedict, Daniel F McGinn, Angus L Crawford
- Date: Jan 1964
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
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Panel Discussion - H.R. 10
fund would be taxed when received just as any annuity is taxed. That was a fairly simple proposition ... the twenty-one had adopted a special form of annuity contract with premiums that may vary from year ...- Authors: Ernest J Moorhead, Fredrick E Rathgeber, Harry Walker, Bruce E Shepherd
- Date: Jan 1964
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement