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Blurring of Lines of Financial Service Business
John has been with Tillinghastsince 1985. His primary consultingareasare productdevelopment for variableproducts ... garnering of investment assets was really its primary drivingforce. Chart 2 shows that annuitiesare ...- Authors: Gordon C Boronow, John Fenton, Jerome Corsi, Michael Winterfield
- Date: Oct 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Individual Annuity Product Design Under Conditions of Inflation
interest provisions of the 1980 amendments. Extreme care should be taken in the design aspects of the SPDA ... create a significant front-ending of profits unless care is taken in the generation of assumptions. It is ...- Authors: Gregory J Carney, Richard W Kling, John M Lenser, Michael Winterfield
- Date: Apr 1982
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Annuities>Pricing - Annuities
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Current Annuity Topics
investment crediting rate assumptions. One of the primary uses of these models is to determine the difference ... We also have some brokerage business and some direct response business. In early 1982_ we were convinced ...- Authors: John M Lenser, Thomas J Mitchell, Catherine R Turner, Trevor Walke, Michael Winterfield
- Date: Apr 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Fixed annuities
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What's Next for Annuities?
for medical care, we are going to see a blur of approaches to living arrangements and care arrangements ... Current concepts of long-term care, custodial, nursing, home care, and retirement community living ...- Authors: Thomas J Mitchell, Timothy Pfeifer, Timothy J Ruark, Inger Harrington, Michael Winterfield
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Annuity Product Development Update
stock market had crashed in October 1987. The primary reason for that is the tax law. In 1989 there was ... lot more success selling this product than the direct marketers. Now let's talk about a few of the annuitization ...- Authors: Douglas Doll, John Fenton, Paul H LeFevre, Michael Winterfield
- Date: Jun 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Annuities For Individuals
be easy for the major marketers of annuities to direct their clients to take action with the money. The ... the contracts. The key thing here, this is the primary New York concern, is that you don't sell your contract ...- Authors: Bruce L Caldwell, Brian F Dunn, Jay Jaffe, John Vieren, Michael Winterfield
- Date: Apr 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Single Premium Life and Annuity Products
We haven't seen any really great successes in direct marketing yet, but I believe that they are also ... components obviously are different, but a lot of care is taken to keep the two totals comparable. The ...- Authors: Douglas French, Patricia Guinn, Paul H LeFevre, Michael Winterfield
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance
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Trends in Annuity Product Design
undergoing change over the next few years also. The primary reason was the feeling, of some experts, that it ... MONTGOMERY: We've been studying funding of long-term care insurance. One of the means by which this could ...- Authors: Ann Kallus, Donald R Sondergeld, Dan Spafford, Grant A Somerville, Michael Winterfield
- Date: May 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities
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Annuity Product Development Update
Annuity Product Development Update This panel discussion is from the 1991 Meeting of the Society ... cushion during the good cycles and help to take care of some of the bad cycles. MR. WILLIAM R. BRI]-I-ON ...- Authors: William Britton, Edward F McKernan, Philip Polkinghorn, Michael Winterfield
- Date: May 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities