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  • We Can Build Better Retirement Products
    We Can Build Better Retirement Products I recommend a Social Security deferral product, and two annuity enhancements. I then discuss the challenges faced in getting such products distributed.

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    • Authors: Joseph Tomlinson
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Retirement Section News
    • Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance
  • We Can Build Better Retirement Products
    We Can Build Better Retirement Products I propose a Social Security deferral product and two annuity enhancements. Then I address the challenges in getting such products distributed. Payout ...

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    • Authors: Joseph A Tomlinson
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance; Social Insurance>Social Security
  • Combo Long-Term-Care Products: A Solution to Address Market Needs
    Combo Long-Term-Care Products: A Solution to Address Market Needs Combo long-term care insurance products provide a viable option for the insurance industry to offer a sufficient range and supply ...

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    • Authors: Richard Tucker
    • Date: Oct 2013
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance; Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • New PLR Addresses Tail-Design LTC-Annuity Rider
    New PLR Addresses Tail-Design LTC-Annuity Rider A discussion of tail-design LTC riders for annuities and how contract cash values are offset by reductions to the annuity contract. LTC benefits, ...

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    • Authors: Bryan W Keene, Eric Lanning
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Long-term Care>Long-term care insurance
  • Combining LTC Benefits With Other Products
    Combining LTC Benefits With Other Products Discussion of LTC insurance product developments being spurred by recent demographic and regulatory trends, especially combination products such as LTC ...

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    • Authors: Edward P Mohoric, Melvin Rambo, William DeCapua, Mark J Warshawsky
    • Date: Oct 2001
    • Competency: Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Health & Disability>Disability insurance; Life Insurance>Pricing - Life Insurance; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design
  • Managing Retirement Assets Symposium: Real Longevity Insurance with a Deductible - Introduction to Advanced-Life Delayed Annuities
    Managing Retirement Assets Symposium: Real Longevity Insurance with a Deductible - Introduction to Advanced-Life Delayed Annuities This paper describes a concept product, advanced-life delayed ...

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    • Authors: Moshe Arye Milevsky
    • Date: Apr 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Individual annuities; Long-term Care>Long-term care insurance
  • Annuity/LTCI Combinations: More to Come
    Annuity/LTCI Combinations: More to Come Discussion of combination long-term care insurance and annuity products. Marketing and distribution;Product development; 10559 10/1/2009 12:00:00 AM ...

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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 may bring. Deferred ...

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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
  • Quantification of the Natural Hedge Characteristics of Combination Life or Annuity Products Linked to Long-Term Care Insurance
    Quantification of the Natural Hedge Characteristics of Combination Life or Annuity Products Linked to Long-Term Care Insurance This is a research report that highlights the characteristics of ...

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    • Authors: Carl Friedrich, Dawn E Helwig, Lo Linda Chow
    • Date: Mar 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Individual annuities; Life Insurance; Long-term Care>Long-term care insurance
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