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  • Annuity Principles-Based Reserving (“PBR”) Update
    Annuity Principles-Based Reserving (“PBR”) Update There has been significant discussion of PBR for Life Insurance, but there have also been significant changes in PBR for annuities recently; ...

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    • Authors: Nicholas Carbo, Kaihua Yu
    • Date: Aug 2020
    • Competency: Strategic Insight and Integration
    • Topics: Annuities; Annuities>Guaranteed living benefits; Annuities>Individual annuities
  • Session 165: The 411 on the New Mortality and Longevity Strategic Research Program
    Session 165: The 411 on the New Mortality and Longevity Strategic Research Program The SOA recently launched the Mortality and Longevity Strategic Research Program with the release of a new study ...

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    • Authors: Stoddard Davenport, Jean-Marc Fix, Ronora Stryker
    • Date: Feb 2020
    • Competency: Strategic Insight and Integration
    • Topics: Annuities; Annuities>Product development - Annuities; Life Insurance; Life Insurance>Product development - Life Insurance
  • SECURE Act 2019- A world of opportunities for annuity carriers
    SECURE Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity carriers created by the SECURE Act to distribute annuities through Employer ...

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    • Authors: Ian Michael Laverty
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans