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  • Panel Discussion - Equity Products
    considerations. Throughout this phase of the work special care was necessary to assure that the particular character ... market for which it seems fair to assume that the primary purchase of life insurance will be on cash-value ...

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    • Authors: Robert H Jordan, Alan M Thaler, Benjamin L Stern, John A Dudley
    • Date: Oct 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Call for Participation and Data Submission Instructions - 2008 to 2013 Canadian Segregated Fund Policyholder Behavior Experience Study
    mm/dd/yyyy G Primary Policyholder’s Gender (i.e., Primary Annuitant) M or F H Primary Policyholder’s ... - Career Agents b. MGA – MGA-Brokers c. DIR - Direct d. TPA - Third Party e. OTH - Other Y, ...

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    • Authors: Society of Actuaries
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities
  • Alternatives in Variable Annuity Benefit Design
    account. Expense assessments.--There are three primary sources for assessing expenses against a variable ... expression is by far the most usual one, since it is direct and simple and accommodates many kinds of benefit ...

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    • Authors: John H Biggs, James L Clare, J Ross Hanson, Herbert W Hickman
    • Date: Nov 1969
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Equity-Oriented Products
    will become a member of the NASD or submit to direct SEC regulation under Rule 15(b)8-1 of the 1934 ... balance with the client's insurance needs, if you care to. I t is not neccessarily a part of the regulation ...

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    • Authors: William C Brown, John J Byrne, Ardian Gill, Donald S Grubbs, Harold G Ingraham, John T Longmoore, John Macarchuk, G Mitchell, John M Sutherland, Harry Walker, Charles B Baughman, Peter R Wilde, Leslie A Cannon, Robert N Powell
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Variable Annuity Guaranteed Living Benefits Utilization Study-2011 Experience
    about the uncertainty of Social Security and health care benefits like Medicare. Insurance companies have ... To benefit from this trend, companies should direct their marketing and advertising messages to the ...

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    • Date: Nov 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Guaranteed living benefits; Annuities>Variable annuities
  • A Smoothed Equity Unit Annuity
    this paper was developed, in large measure, as a direct response to the stimulation afforded by the above ... not change, and annuity payments would rise in direct proportion to the in- creases in prices. There ...

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    • Authors: James L Clare, G Ashley Cooper, Robert M Duncan, Harold Gilbert, Donald S Grubbs, Cecil J Nesbitt, Colin Jack, George C Campbell, William M Anderson
    • Date: Oct 1962
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Actuarial Aspects of State Regulation of Individual Variable Annuities
    gains, his variable annuity will have failed its primary purpose. Insurers are familiar with the mortality ... not to mislead the public. I would think that a direct approach would be preferable here, that is, that ...

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    • Authors: Harry Walker
    • Date: Oct 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2009 Survey Results
    Policyholder Behavior in ... clarifications: Question 13: Please provide us with a primary and secondary contact in case we need to follow-up ... your submission. Name Telephone Email Primary Secondary ...

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    • Authors: Society of Actuaries
    • Date: Jan 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities
  • Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2010 Survey Results
    Policyholder ... clarifications: Question 13: Please provide us with a primary and secondary contact in case we need to follow-up ... w&WID=_blank Name Telephone Email Primary Secondary Please contact bscott@soa ...

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    • Authors: Society of Actuaries
    • Date: Dec 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Pricing - Annuities; Annuities>Variable annuities
  • Some Observations on the Actuarial Aspects of the Insured Variable Annuity
    accomplishes this division of assets in an equitable and direct manner. The unit value, on the other hand, is ... accomp!ishes this distribution in an equitable and direct manner. It does so by basing such distribution ...

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    • Authors: Donald D Cody, Philip J Feuer, John Macarchuk, Philip A. Rabenau
    • Date: Nov 1969
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities