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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.- 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
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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 ...- 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
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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, ...- 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
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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 products. Marketing and distribution;Product development; 10559 10/1/2009 12:00:00 AM ...- 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
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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 ...- 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
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T3: Taxing Times Tidbits
T3: Taxing Times Tidbits Tidbits relate to contingent deferred annuities, wellness benefits in qualified long-term care contracts, and reactivating the active financing exception for insurance ...- Authors: Application Administrator, Craig R Springfield, Bryan W Keene, Biruta P Kelly
- Date: May 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Guaranteed living benefits; Financial Reporting & Accounting>Tax accounting; Long-term Care>Long-term care insurance
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Living at Home Brings Peace of Mind
Living at Home Brings Peace of Mind A discussion of reverse mortgages, and their suitability for meeting the long term care needs of seniors who want to stay in their homes. Long-term care ...- Authors: Michael Banner
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge; Professional Values>Public interest representation
- Publication Name: Long-Term Care News
- Topics: Annuities; Long-term Care>Long-term care insurance; Long-term Care>Long-term care facilities & home care