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  • Variable Products - The Product for the 1990s?
    35%, financial planners at 18%, banks at 6%, and direct response at 4%. Since then I'd say the banks have ... recognition of the fund manager used to be of primary importance before track records existed on the ...

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    • Authors: John Fenton, John G Vrysen, Kevin F Leavey, W Randolph Thompson, Robert J Bethoney
    • Date: May 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • Variable Products Update
    Monarch distributed a variable life policy on a direct market- ing basis. These sales were lower than ... issuer or any other broker/ dealer who does not have direct supervisory responsibility for that particular ...

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    • Authors: Mary Ann Brown, John Hele, Timothy Pfeifer, Stephen E Roth, A Michael Lipper
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • Insurance for the Wealthy: Private Placement
    accounts that are identical, and the SEC doesn't care about that. So now we've avoided the '33 Act, the ... particular investment item or items. The client cannot direct the investment manager to select or sell any particular ...

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    • Authors: Mark S Reilly, Nancy Kenneally, Josephine Cicchetti
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • Generally Accepted Accounting Principles for Nontraditional Products
    interest spread Mr. Bruce D. Bengtson: Our primary focus is going to be on some of the developments ... other "seemingly similar structures," which is a direct quote. Generally Accepted Accounting Principles ...

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    • Authors: Bruce Bengtson, Thomas Campbell, Kay Minnich, Michael Hughes, James T. Pearson
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Equity-indexed annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Variable Annuity Product Design
    the VA, either because of the death or the health-care needs of the annuity owner, the trails to the producer ... occurrence of a critical event such as nursing home care confinement or total disability, but, of course ...

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    • Authors: Jeffrey Dellinger, Deanne L Nezas, Lilia Sham, Terry Simpson
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities
  • Trends in Annuity Product Design
    undergoing change over the next few years also. The primary reason was the feeling, of some experts, that it ... MONTGOMERY: We've been studying funding of long-term care insurance. One of the means by which this could ...

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    • Authors: Ann Kallus, Donald R Sondergeld, Dan Spafford, Grant A Somerville, Michael Winterfield
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities
  • Variable Products – A Status Report
    insurance, both fixed and variable, remains the primary product for our field force, there is another growing ... contracts which we hope to begin marketing on a direct basis in the first quarter of 1988. If we achieve ...

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    • Authors: Mary Ann Brown, William E Connor, Bruce Jones, Rodney R Rohda, Stephen E Roth
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities
  • The Impact of Policyholder Behavior on Variable Annuities
    general account earns more than, say 10%, they don’t care about potential returns on separate account performance ... in the variable annuity. Without a doubt, the primary risk is market risk. When the market declines, ...

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    • Authors: Marshall C Greenbaum, Kenneth Mungan, Ulrich Stengele
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Enterprise Risk Management
  • Current Statutory Reporting Topics for Life and Annuity Products
    policyholder dividend liability, the Long-Term Care Guidance Manual and the revisions to the Generally ... recently. The B committee has adopted the Long-Term Care Guidance Manual. It takes the position that minimum ...

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    • Authors: Meredith Ratajczak, Harry R Shissler
    • Date: Oct 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Universal life; Life Insurance>Capital - Life Insurance
  • Variable Products – Unique Pricing Problems
    Variable Products – Unique Pricing Problems Panelists [1] provide a market update on variable ... with Mary Ann. I would view it as saying that the primary purpose of both products is very different. The ...

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    • Authors: Mary Ann Brown, William E Connor, Gene Eckstut, Alan F Hinkle, John M O'Sullivan
    • Date: Oct 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance