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What's Backing Your Guarantee?
emphasis in the practice include life, long-term care and annuity product development, as well as reinsurance-related ... that can alleviate some of those concerns. The primary structures to control those risks include scheduling ...- Authors: Carl Friedrich, John P Glynn, Douglas Robbins
- Date: Oct 2004
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Variable Products - The Product for the 1990s?
35%, financial planners at 18%, banks at 6%, and direct response at 4%. Since then I'd say the banks have ... recognition of the fund manager used to be of primary importance before track records existed on the ...- Authors: John Fenton, John G Vrysen, Kevin F Leavey, W Randolph Thompson, Robert J Bethoney
- Date: May 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Variable Products Update
Monarch distributed a variable life policy on a direct market- ing basis. These sales were lower than ... issuer or any other broker/ dealer who does not have direct supervisory responsibility for that particular ...- Authors: Mary Ann Brown, John Hele, Timothy Pfeifer, Stephen E Roth, A Michael Lipper
- Date: May 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Variable Products Update
financial planners, banks and savings and loans, direct response, and other. A few observations on the ... Alternatively, there are products designed more for the direct- response market, where they tend to have lower ...- Authors: John Fenton, Stephen E Roth
- Date: May 1994
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Insurance for the Wealthy: Private Placement
accounts that are identical, and the SEC doesn't care about that. So now we've avoided the '33 Act, the ... particular investment item or items. The client cannot direct the investment manager to select or sell any particular ...- Authors: Mark S Reilly, Nancy Kenneally, Josephine Cicchetti
- Date: Jun 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Surprising Investor Control Advice from IRS
Rev. Rul. 77-85 the policyholder’s ability to direct the SAA to sell, purchase, and exchange investments ... investor control arose because the policyholder could direct which publicly available assets the SAA would ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy
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T3: Taxing Times Tidbits
following the date when states with 75 percent of direct premiums written have adopted the change.2 This ... defers to states having at least 75 percent of direct written premiums for the implemen- tation of its ...- Authors: Kory Olsen, Peter Winslow
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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IRS Rules Lifecycle Funds Comply with Investor Control Doctrine
IRS Rules Lifecycle Funds Comply with Investor Control Doctrine Discusses PLR 201105012, ... discretion, and that a variable contract holder cannot direct a Lifecycle Insurance Fund’s investment in any ...- Authors: Bryan W Keene
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Life Insurance
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Dynamic Hedging
past have put some sort of tail risk back on the direct writer. The 40 basis points is intended to be ... reinsurance has always been an attractive proposition to direct writers is due to its ability to reduce the volatility ...- Authors: Marshall C Greenbaum, Kannoo Ravindran
- Date: May 2002
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Enterprise Risk Management>Financial management; Life Insurance
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Equity Products Of The 80's
insurer. Those products, including not only the direct group annuities, but also products similar to those ... policyholder would begin to participate or have some direct participa- EQUITY PRODUCTS 865 tion in the ...- Authors: Allan Affleck, Charles Carroll, Joseph F Crowe, Arnold Dicke, Thomas F Eason, Jane A Crise, Dieter Gaubatz, J Ross Hanson, David Syrett, Herbert Weiss, Jack P Barger, John N Ake
- Date: May 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy