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  • Market Trends
    and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation ... Interest” of the retirement investor.  Act with care, skill, prudence and diligence.  Act without regard ...

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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
  • Individual Annuity Products
    that can wreak havoc on your portfolio manager. Direct marketing sales have been limited to date but have ... 1991 Regional Brokers30.0% Wire Houses 25.0% Direct Marketing 2.0% Banks 10.0% Career Agents 20.0% ...

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    • Authors: Mitchell Katcher, Dan Spafford, Michael R Winterfield, Heather Smith
    • Date: Jun 1992
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Pricing - Annuities; Annuities>Variable annuities
  • Rising Interest Rates: How Big a Threat?
    Rising Interest Rates: How Big a Threat? This article discusses the impact of rising interest ... annuities, traditional life insurance, long-term care and disability income, will actu- ally benefit from ...

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    • Authors: Francis Sabatini
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Risk Management
    • Topics: Annuities>Fixed annuities; Finance & Investments
  • Hedging of Equity Risks: An Overview
    Hedging of Equity Risks: An Overview The presentation will outline the different possibilities insurance ... | Equity Markets and Commodities | 2017 1 Primary Risk Areas in Life Insurance Products Marketing ...

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    • Authors: Sebastian Lutz
    • Date: Oct 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
  • Efficient VA Hedging Instruments for Target Volatility Portfolios
    Efficient VA Hedging Instruments for Target Volatility Portfolios The speaker of this session ... HEREBY SPECIFICALLY DISCLAIMS ALL LIABILITY FOR DIRECT, INDIRECT, CONSEQUENTIAL OR OTHER LOSSES OR DAMAGES ...

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    • Authors: Society of Actuaries, Jon Spiegel
    • Date: Nov 2016
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management