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  • Financial Integration of the Pricing Process
    Financial Integration of the Pricing Process This session at the SOA 1990 San Francisco Spring Meeting focuses on the connection between the pricing function and financial reporting, ...

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    • Authors: Patricia Guinn, Douglas C Kolsrud, Philip Polkinghorn
    • Date: Jun 1990
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Market Trends
    Market Trends This session will provide an overview of the evolution of equity-based guarantees (e.g. VA, FIA, etc.) over the last few years and discuss the current lay of the land as it relates ...

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    • 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
  • Direct Marketing: Part 1—Analysis of Solicitations
    Direct Marketing: Part 1—Analysis of Solicitations This article covers measurement of key actions by presenting an approach to the analysis of direct-mail insurance solicitations. Marketing and ...

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    • Authors: H Lund
    • Date: Apr 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Is the Timing Right for Equity-Indexed Immediate Annuities?
    Is the Timing Right for Equity-Indexed Immediate Annuities? Author suggests the newly popular Equity-Indexed Annuity product can be transformed into Equity-Indexed Immediate Annuity to serve ...

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    • Authors: Susan Saip
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities
  • Around the World: South Korea – Insurance: As Seen on TV?
    Around the World: South Korea – Insurance: As Seen on TV? International case study discussing an innovative distribution method in South Korea. Marketing and distribution 4294995502 2/1/2013 12: ...

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    • Authors: Greg Becker
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities
  • Keeping Current on Fixed Annuities
    Keeping Current on Fixed Annuities From session 55PD of the Montreal Spring Meeting panelists discuss current topics related to annuities. These topics include Equity Indexed Annuities, ...

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    • Authors: Thomas C Foley, Timothy Pfeifer, Linda S Streck, Eric Sondergeld
    • Date: Jun 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Impact of Regulatory Uncertainty on Product Innovation
    Impact of Regulatory Uncertainty on Product Innovation From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, panelists discuss ...

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    • Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Impact of Regulatory Uncertainty on Product Innovation: Charts 1-2
    Impact of Regulatory Uncertainty on Product Innovation: Charts 1-2 From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Impact ...

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    • Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Legislative Developments
    Legislative Developments This article provides an update on various legislative and regulatory activities including, allowing individual variable annuities, federal standard for fiductiary ...

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    • Authors: Albert Pike
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • The New Model Valuation and Nonforfeiture Laws
    The New Model Valuation and Nonforfeiture Laws This is an article on statutory maximum valuation interest rates, the second of three articles outlining the new Model Valuation and Nonforfeiture ...

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    • Authors: John O Montgomery
    • Date: Feb 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Life Insurance; Life Insurance>Non-forfeiture benefits