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  • Whither the Variable Annuity?
    Whither the Variable Annuity? A discussion of how the tax law changes of 2003 might ... variable annuity business relative to mutual funds and direct investments in dividend paying equities. Guaranteed ...

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    • Authors: Douglas A Eckley
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities>Variable annuities; Public Policy
  • Draft SOP on Nontraditional Products: GMDB Reserve Requirements and Implications
    charging for administration versus what are your direct costs for administration and sales that are not ... subtract accumulated actual costs. The SOP does direct that this liability should not be less than zero; ...

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    • Authors: Louis Lombardi, David C Scheinerman, Karen DeToro
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • DOL Fiduciary Regulation - Where are We Now?
    September 2017 Issue 75 10 | SEPTEMBER 2017 NEWS DIRECT DOL Fiduciary Regulation—Where are We Now? ... industry service providers SEPTEMBER 2017 NEWS DIRECT | 11 who advocate for delays, substantial revisions ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • Equity Products Of The 80's
    insurer. Those products, including not only the direct group annuities, but also products similar to those ... policyholder would begin to participate or have some direct participa- EQUITY PRODUCTS 865 tion in the ...

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    • Authors: Allan Affleck, Charles Carroll, Joseph F Crowe, Arnold Dicke, Thomas F Eason, Jane A Crise, Dieter Gaubatz, J Ross Hanson, David Syrett, Herbert Weiss, Jack P Barger, John N Ake
    • Date: May 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance; Public Policy
  • Variable Annuity Guaranteed Living Benefits Utilization
    Variable Annuity Guaranteed Living Benefits Utilization Few product innovations have transfigured ... the uncertainty of Social Security and health care benefits like Medicare. Insurance companies have ...

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    • Authors: Matt Drinkwater
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Variable annuities