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  • Managing The Annuity Risk With Reinsurance
    Managing The Annuity Risk With Reinsurance Annuities are presenting ever-greater risks for the ... Annuities are presenting ever-greater risks for the direct writers: • Variable annuities with guaranteed ...

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    • Authors: Bob Holliday, Ari Lindner, Sylvia Oliveira, James McArdle
    • Date: Oct 2001
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Enterprise Risk Management; Reinsurance
  • Product Development Consideration for a Simplified Issue Product
    Product Development Consideration for a Simplified Issue Product Recently, there has ... reviewed over 40 such products, ranging from vanilla direct-marketed products to high-end single premium immediate ...

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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
  • Longevity Risk Pricing
    Longevity Risk Pricing Discussion of Living to 100 Session 5A. The papers ... annuities;Investment strategy;Longevity;Long-term care insurance=LTCI;Long-term care reinsurance;Marketing and distribution; ...

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    • Authors: Michael Kaster
    • Date: Jan 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Experience Studies & Data>Mortality; Long-term Care; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks
  • Product Tax Seminar and Optional Boot Camp Presentations
    aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation ... focused on life insurance, annuities, and long-term care combination products. The basis of the boot camp ...

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    • Authors: John Adney, Rebecca Baxter, Art Dunlavy, Philip Ferrari, Robert A Fishbein, Sheryl Flum, John Glover, Mark Griffin, Lawrence Hersh, Kay Hossofsky, Samera Kadry, Bryan W Keene, Brian King, Eric Lanning, Kimberly W Lunn, Casey Malone, Kristin R Norberg, Mandana Parsazad, Alison R Peak, Daniel Phillips, Craig R Springfield, Jeffrey Stabach, Daniela Stoia
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
    Insurer represented that the sole annuitant is the “primary annuitant” within the meaning of Section 72(s)(6)(B) ... Insurer represented that the sole annuitant is the “primary annuitant,” as in the Grantor Trust Scenario.

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    • Authors: Eric Lanning, Bryan W Keene
    • Date: Nov 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
  • 2018-09-product-tax-seminar-boot-camp-presentations
    2018-09-product-tax-seminar-boot-camp-presentations The Society of Actuaries are once again offering ... aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation ...

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    • Authors: Society of Actuaries
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • Longevity Risk Quantification and Management: A Review of Relevant Literature (Report Only)
    product features and restrictions that have a direct impact to the amount of income one can generate ... business from assuming longevity risk, either as a primary source of business or as a second order, marginal ...

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    • Authors: Chad R Runchey, Richard de Haan, THOMAS ARTHUR CRAWFORD
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Global Perspectives; Pensions & Retirement
  • Session 097: Global Aging and Product Innovation
    through requiring some assistance to long-term care are desirable • Current alternatives in Canada are ... stichtings • Alone Stage of Retirement – how will we care for our women? Robots? Two Alternatives For Reflection ...

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    • Authors: Douglas Andrews, John Robinson, Hajime Morimoto, Matt Singleton
    • Date: Feb 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Marketing and distribution - Annuities; Demography; Demography>Longevity
  • The Individual Life Insurance And Annuity Product Development Section
    to participate in the work. Rather, they are to direct and review the tictivities and products of the ... Financial cost of AIDS and other diseases Long-term care experience development and analysis The next ...

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    • Authors: Mark G. Doherty
    • Date: Aug 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession; Annuities; Life Insurance
  • Transition to a High Interest Rate Environment: Preparing for Uncertainty
    e 90  Disability Income Insurance 91  Long‐Term Care Insurance 91  f.  Pensions 91  5.  Asset Class Review 92  ... in Japan, reshaping the global economy. The primary goal of this paper is to explore rising interest ...

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    • Authors: Max Rudolph, Karen Rudolph, 0680 - Milliman Inc, Rudolph Financial Consulting LLC, Randy Jorgensen, Creighton University
    • Date: Jul 2015
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Life Insurance