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  • Bank Alliance Niche for Insurers
    Bank Alliance Niche for Insurers This article is a summary of a session at the SOA 1997 Annual Meeting that focused on opportunities for selling insurance and annuities through banks. Banking ...

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    • Authors: Paul J Sulek
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives
    Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives Discusses Aug. 23, 2007, meetings in Salt Lake City, Utah, about principles-based ...

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    • Authors: Mark Birdsall
    • Date: Nov 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
  • Product Development Consideration for a Simplified Issue Product
    Product Development Consideration for a Simplified Issue Product Recently, there has been an increase in the product development of simplified issue products in the United States. In the past two ...

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    • Authors: Edward Hui
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Annuities; Life Insurance
  • 2004 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities
    2004 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities This is an article about The SOA’s Committee on Life Insurance Company Expenses CLICE and its completion of its ...

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    • Authors: Steven Siegel
    • Date: Oct 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • Combination Annuities—A Market to Get Into?
    Combination Annuities—A Market to Get Into? This article discusses the pending Pension Protection Act and the opportunity it presents for products that combine LTC and Annuities. Long-term care ...

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    • Authors: Cary O Lakenbach
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Long-term Care
  • Things You Need to Know Before Entering the Equity-Indexed Annuity Market
    Things You Need to Know Before Entering the Equity-Indexed Annuity Market This article summarizes some of the areas of concern in developing equity-indexed annuities for small companies. Annuity ...

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    • Authors: Brent Mardis
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Equity-indexed annuities
  • 2005 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities
    2005 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities Results of the 2005 inter-company study of expenses for individual life and annuity business conducted by the ...

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    • Authors: Steven Siegel
    • Date: Nov 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • Some Regulators Respond to Survey Regarding PBR
    Some Regulators Respond to Survey Regarding PBR Summarizes results of PBR survey of regulators by the Valuation Law and Manual Team, VLMT, of the Life Reserves Working Group, LRWG. Did not say ...

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    • Authors: Society of Actuaries
    • Date: Nov 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Principles-Based Reserves for Credit Actuaries
    Principles-Based Reserves for Credit Actuaries The current drafts of the principle-based reserves PBR model law and accompanying regulations appear to include credit life insurance within the ...

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    • Authors: Christopher Hause
    • Date: Oct 2006
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Budget Proposals Bode Well for Annuities
    Budget Proposals Bode Well for Annuities Discusses current federal budget proposals that may impact taxation of annuities. Annuities;Taxes=Taxation; 11112 5/1/1999 12:00:00 AM ...

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    • Authors: Thomas F Streiff
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities