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Introduction to Predictive Modeling of Fund Manager Behavior for Variable Annuities Riders
perfor- mance attribution and risk exposure. The primary goal of an actuary hedging VA is to monitor the ... modeling has a direct im- pact on the risk exposure report. How the funds are mapped has a direct result on ...- Authors: Bryon Robidoux
- Date: Dec 2015
- Competency: External Forces & Industry Knowledge
- Publication Name: Predictive Analytics and Futurism Newsletter
- Topics: Annuities>Variable annuities; Modeling & Statistical Methods>Regression analysis
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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 ...- 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
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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, ...- Authors: Society of Actuaries
- Date: Sep 2014
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities
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Variable Products - The Product for the 1990s?
35%, financial planners at 18%, banks at 6%, and direct response at 4%. Since then I'd say the banks have ... recognition of the fund manager used to be of primary importance before track records existed on the ...- Authors: John Fenton, John G Vrysen, Kevin F Leavey, W Randolph Thompson, Robert J Bethoney
- Date: May 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Variable Annuities and Mutual Funds
preserve purchasing power after retirement was the primary need, and this was expanded later to how to keep ... The funds are strictly regulated, true, but the primary regulation is on a federal level and is done by ...- Authors: John C Antliff, Thomas P Bleakney, Thomas P Bowles, Paul A Campbell, Robert M Duncan, Donald S Grubbs, Richard G Horn, Daniel F McGinn, Bernard Rabinowitz, William Daniel Smith, Walter W Steffen, Charles L. Trowbridge, Peter R Wilde, Donald M Ellis, Robert N Powell
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Actuarial Guideline XXXIV/Minimum Guaranteed Benefits for Variable Annuities
it was unclear to me whether this product was a direct result of equity-indexed annuities, or whether ... There are several important differences, and the primary one relates to market conduct. You do not have ...- Authors: Thomas Campbell, Timothy J Ruark
- Date: Jan 1998
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Public Policy
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Variable Products Update
Monarch distributed a variable life policy on a direct market- ing basis. These sales were lower than ... issuer or any other broker/ dealer who does not have direct supervisory responsibility for that particular ...- Authors: Mary Ann Brown, John Hele, Timothy Pfeifer, Stephen E Roth, A Michael Lipper
- Date: May 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Market Trends
and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation ... Interest” of the retirement investor. Act with care, skill, prudence and diligence. Act without regard ...- Authors: Society of Actuaries, Matthew Coleman
- Date: Nov 2017
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities
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Variable Annuity Reserve and Capital Reforms: Key Implementation and Reporting Issues
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... rates for accumulated deficiencies • NAER or Direct Iteration? General account assets and scenarios ...- Authors: Yuan Tao, Parul Bhatia, Zohair Motiwalla
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Variable annuities
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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 ...- 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