Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

1 - 2 of 2 results (0.44 seconds)
Sort By:
  • Partial Annuitization Using a Deferred Income Annuity Rider
    Partial Annuitization Using a Deferred Income Annuity Rider The article discusses PLR 201632004, which addresses the partial annuitization rules of IRC section 72(a)(2) in the context of a ...

    View Description

    • Authors: Bryan W Keene, Patrick Tricker
    • Date: Oct 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
  • Recent Developments in the Annuity World
    Recent Developments in the Annuity World This article discusses a variety of new developments in the annuity market. Discount rates=Interest rates;Guaranteed minimum accumulation benefits=GMAB; ...

    View Description

    • Authors: Timothy Pfeifer
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Payout annuities; Annuities>Variable annuities