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  • Annuity/LTCI Combinations: More to Come
    Annuity/LTCI Combinations: More to Come Discussion of combination long-term care insurance and annuity ...

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    • Authors: Carl Friedrich, Susan Saip
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Long-term Care>Long-term care insurance
  • Fixed Annuities Complement Investment Planning
    Fixed Annuities Complement Investment Planning Feature article ... discussing recent innovations within the fixed annuity insurance industry and the changes those innovations ...

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    • Date: Feb 2011
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Fixed annuities; Long-term Care>Long-term care insurance
  • Pricing and Underwriting of New Combination Products—Will We Get It Right?
    affecting combination plans that feature life or annuity plans coupled with long-term care insurance ... seem to be the clarification of tax treatment of annuity/ LTCI combination products. Under certain product ...

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    • Authors: Carl Friedrich
    • Date: Oct 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Long-term Care>Long-term care insurance
  • Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR
    Possible E« ects of Negative Interest Rates on the U.S. Life Insurance Industry By Richard de Haan and ... years after the great financial crisis of 2008, U.S. treasury rates remain at multi-generational lows ...

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    • Authors: Kevin Healy, Benjamin Slutsker
    • Date: Jun 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Long-term Care>Long-term care insurance