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Introduction to Predictive Modeling of Fund Manager Behavior for Variable Annuities Riders
perfor- mance attribution and risk exposure. The primary goal of an actuary hedging VA is to monitor the ... modeling has a direct im- pact on the risk exposure report. How the funds are mapped has a direct result on ...- Authors: Bryon Robidoux
- Date: Dec 2015
- Competency: External Forces & Industry Knowledge
- Publication Name: Predictive Analytics and Futurism Newsletter
- Topics: Annuities>Variable annuities; Modeling & Statistical Methods>Regression analysis
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Effective Date and Statutory Reserves Capping Issues under Actuarial Guideline XLIII
the tax policy under I.R.C. § 807. Congress’ primary objective in enacting the tax reserve rules in ... C. § 807(d) does not change. There has been no direct guidance from the IRS on this issue although it ...- Authors: Peter Winslow
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting
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Surprising Investor Control Advice from IRS
Rev. Rul. 77-85 the policyholder’s ability to direct the SAA to sell, purchase, and exchange investments ... investor control arose because the policyholder could direct which publicly available assets the SAA would ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy
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T3: Taxing Times Tidbits
following the date when states with 75 percent of direct premiums written have adopted the change.2 This ... defers to states having at least 75 percent of direct written premiums for the implemen- tation of its ...- Authors: Kory Olsen, Peter Winslow
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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Book Review - The Variable Annuity by E. Johnson and D.S. Grubbs, Jr
Book Review - The Variable Annuity by E. Johnson and D.S. Grubbs, Jr This is a book review ... retention limits on individual policies. To help direct the discussion of these matters, a set of questions ...- Authors: Abraham Hazelcorn
- Date: Jun 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Variable annuities
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Risk Appetite for Variable Annuities: Managing the “Three headed Monster” Challenging Variable Annuity Writers
Risk Appetite for Variable Annuities: Managing the “Three headed Monster” Challenging Variable ... of a risk appetite framework for VA depends on direct linkage to the enterprise risk appetite. It cannot ...- Authors: Amit Ayer
- Date: Sep 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Risk Management
- Topics: Annuities>Variable annuities; Enterprise Risk Management
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IRS Rules Lifecycle Funds Comply with Investor Control Doctrine
IRS Rules Lifecycle Funds Comply with Investor Control Doctrine Discusses PLR 201105012, ... discretion, and that a variable contract holder cannot direct a Lifecycle Insurance Fund’s investment in any ...- Authors: Bryan W Keene
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Life Insurance
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Integrating Robust Risk Management Into Pricing: New Thinking For VA Writers
Integrating Robust Risk Management Into Pricing: New Thinking For VA Writers Feature ... management into the pricing process. This will require care- ful alignment and collaboration between the pricing ...- Authors: Frank Zhang
- Date: Feb 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Risks & Rewards
- Topics: Annuities>Pricing - Annuities; Annuities>Variable annuities
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ndividual Annuity Sales and Product Trends
ndividual Annuity Sales and Product Trends A review of product and sales trends for variable, ... that provide a form of non-underwritten long-term care benefit are becoming more available. These riders ...- Authors: Simpa Baiye
- Date: Feb 2016
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Product Matters!
- Topics: Annuities>Equity-indexed annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities; Economics>Macroeconomics
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Where Does the Time Go?
Where Does the Time Go? Discussion of three aspects of GMDB— the retail product, the ... Benefit”—The Movie, in Contingencies magazine? (I don’t care if you don’t remember, my mom considers it an epic ...- Authors: Timothy J Ruark
- Date: Aug 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: Reinsurance News
- Topics: Annuities>Variable annuities; Reinsurance