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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter Ruling 202031008, which considers how Internal Revenue Code sections 72(q) and (u) ...- 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
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Investment Year Method: A Method to align renewal credited rates with investment strategy
Investment Year Method: A Method to align renewal credited rates with investment strategy Summary of research project designed to document method to credit interest rates to account value based ...- Authors: Max Rudolph
- Date: Apr 2020
- Competency: Results-Oriented Solutions
- Publication Name: Risks & Rewards
- Topics: Annuities; Annuities>Investment strategy - Annuities; Finance & Investments; Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments; Annuities>Deferred annuities
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Annuity Reinsurance: Trends & Solutions
Annuity Reinsurance: Trends & Solutions 4/5/2019 12:00:00 AM ...- Authors: Gokul Sudarsana
- Date: Apr 2019
- Publication Name: Reinsurance News
- Topics: Annuities>Fixed annuities; Reinsurance>Coinsurance; Reinsurance>Product development - Reinsurance; Annuities>Deferred annuities
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Managing Investment Risks in Contractual Designs
Managing Investment Risks in Contractual Designs Life and annuity markets around the world have seen increasingly complex investment-combined products, including universal life, fixed indexed ...- Authors: Runhuan Feng
- Date: Sep 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Modeling & Statistical Methods; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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Policyholder Behavior Experience Data and Modeling
Policyholder Behavior Experience Data and Modeling An exploration of drivers, cohorts and dynamics for policyholder behavior for VA and FIA based on industry experience data, including changes in ...- Authors: Timothy S Paris
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Capital - Annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
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La gestion des risques d’investissement dans les conceptions contractuelles de produits
La gestion des risques d’investissement dans les conceptions contractuelles de produits Life and annuity markets around the world have seen increasingly complex investment-combined products, ...- Authors: Runhuan Feng
- Date: Sep 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Modeling & Statistical Methods; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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Managing Investment Risks in Contractual Designs
Life and annuity markets around the world have seen increasingly complex investment-combined products, including universal life, fixed indexed annuities, variable annuities with a wide variety of ...- Authors: Runhuan Feng, Longhao Jin
- Date: Nov 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Expanding Horizons
- Topics: Annuities; Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Modeling & Statistical Methods; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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Market Landscape
Market Landscape An overview of the evolution of equity-based guarantees (e.g. VA, FIA, etc.) over the last few years and discussion the current lay of the land as it relates to the regulatory, ...- Authors: Teodor Panaisitor , Todd Geising
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Expenses - Annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
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2019 Investment Symposium— Session 3A: Real Returns and Risk Premia: What Are the Issues?
2019 Investment Symposium— Session 3A: Real Returns and Risk Premia: What Are the Issues? How to set asset assumption, at the cycle or through the cycle and other considerations 4/6/2020 12:00:00 ...- Authors: Society of Actuaries
- Date: Apr 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Risks & Rewards
- Topics: Annuities; Annuities>Investment strategy - Annuities; Finance & Investments; Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments; Annuities>Deferred annuities
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Session 175: An Intro to Structured Indexed Annuity
Session 175: An Intro to Structured Indexed Annuity Structured Indexed Annuity is a new product that entered the U.S. market in 2013. With features from both Variable Annuities and Fixed ...- Authors: Nicholas Carbo, Yuan Yuan, Andrew Phillips, Peter Yang
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Annuities>Deferred annuities