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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
Insurer represented that the sole annuitant is the “primary annuitant” within the meaning of Section 72(s)(6)(B) ... Insurer represented that the sole annuitant is the “primary annuitant,” as in the Grantor Trust Scenario.- 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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Session 134: How to Get Real Results in Policyholder Behavior Modeling
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... deemed high-quality enough to inform patient care SOURCE: Haynes, Evidence Based Nursing 6% 29% ...- Authors: Rosmery Cruz, Timothy S Paris
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Policyholder behavior - Annuities; Experience Studies & Data>Policyholder or participant behavior - Experience
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Session 097: Global Aging and Product Innovation
through requiring some assistance to long-term care are desirable • Current alternatives in Canada are ... stichtings • Alone Stage of Retirement – how will we care for our women? Robots? Two Alternatives For Reflection ...- Authors: Douglas Andrews, John Robinson, Hajime Morimoto, Matt Singleton
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Marketing and distribution - Annuities; Demography; Demography>Longevity
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Variable Annuity Reserve and Capital Reforms: Key Implementation and Reporting Issues
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... rates for accumulated deficiencies • NAER or Direct Iteration? General account assets and scenarios ...- Authors: Yuan Tao, Parul Bhatia, Zohair Motiwalla
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Variable annuities
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Pricing for Sparse Data
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... FOR FIA GLWB Policyholder behavior risk is the primary risk for FIA GLWBs 14© Oliver Wyman Section ...- Authors: Timothy S Paris, Andy Samuel King
- Date: May 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Variable annuities; Experience Studies & Data; Experience Studies & Data>Policyholder or participant behavior - Experience
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IFRS 17 Implementation Considerations for Variable Annuity (VA) with a Focus on Hedging
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... FEE APPROACH (VFA) Approach for contracts with direct participation features (e.g. unit- linked, with-profit ...- Authors: Joshua Dobiac, Yang Jing
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Variable annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]
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PBR Impacts to Annuities
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... decisions 01 02 03 04 Discount rate methodology Direct iteration method or discount at NAER? Standard ...- Authors: Yuan Tao, Joshua Chee, Albert Zlogar
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting>Statutory accounting
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Session 175: An Intro to Structured Indexed Annuity
Session 175: An Intro to Structured Indexed Annuity Structured Indexed Annuity is ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Nicholas Carbo, Yuan Yuan, Andrew Phillips, Peter Yang
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Annuities>Deferred annuities
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Annuity Principles-Based Reserving (“PBR”) Update
Annuity Principles-Based Reserving (“PBR”) Update There has been significant discussion ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- 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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Session 124: Private Pension Mortality Study
and Retirement Research Data Processing • Four primary stages of data processing: 1. Initial review for ... Plan type (single employer vs. multiemployer) • Primary Retiree vs. Contingent Survivor ¹ The multivariate ...- Authors: David Driscoll, Timothy Geddes, Patrick Nolan
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans