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  • 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
  • Report on Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers
    expectations. In addition, it includes a review of the direct and reinsurance pricing implications of the riders ... survey conducted by the SOA and Milliman of 34 direct writers, and interviews that Milliman conducted ...

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    • Date: Apr 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance
  • Living at Home Brings Peace of Mind
    Living at Home Brings Peace of Mind A discussion of reverse mortgages, and their ... meeting the long term care needs of seniors who want to stay in their homes. Long-term care insurance=LTCI;Mortgages; ...

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    • Authors: Michael Banner
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge; Professional Values>Public interest representation
    • Publication Name: Long-Term Care News
    • Topics: Annuities; Long-term Care>Long-term care insurance; Long-term Care>Long-term care facilities & home care
  • New PLR Addresses Tail-Design LTC-Annuity Rider
    New PLR Addresses Tail-Design LTC-Annuity Rider A discussion of tail-design LTC riders for annuities ... are also discussed. Annuities;Long-term care=LTC;Long-term care insurance=LTCI;Taxes=Taxation; 19970 ...

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    • Authors: Bryan W Keene, Eric Lanning
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Long-term Care>Long-term care insurance
  • A Niche Product and It's Marketing - A Tale of Trials, Tribulations and Potential Rewards
    marketed to people at the “at-need” edge of long-term care and has the potential to instruct in bridging the ... being marketed to people “pre-need.” From Long-Term Care, Dec 2003, Issue No. 10 Product development; 9951 ...

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    • Authors: Steve Cooperstein
    • Date: Dec 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Long-Term Care News
    • Topics: Annuities; Long-term Care
  • Product Trends in Life Insurance
    statutory reserve credits. Under this strategy, direct business is placed offshore where NAIC reserve ... reserve regulations have less strength. In return, direct writers take relief on their statutory statements ...

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    • Authors: Keith Dall, L SS
    • Date: Jun 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Life Insurance
  • Opportunities in Income Products
    Opportunities in Income Products This panel discussion addresses the forces influencing ... Toronto Spring Meeting. Demographics;Long-term care insurance=LTCI;Payout annuities;Product development;Retirement ...

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    • Authors: Steve Cooperstein, Josee Deroy, Jonathan Hecht
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Pensions & Retirement
  • T3: Taxing Times Tidbits
    T3: Taxing Times Tidbits Articles on IRS private letter rulings on combination products, IRS treatment ... insurance;Internal Revenue Service=IRS;Long-term care insurance=LTCI;Taxes=Taxation; 11588 9/1/2009 ...

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    • Authors: Mark E Griffin, Craig R Springfield, Daniela Stoia, Biruta P Kelly
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance; Public Policy; Reinsurance
  • Digest of Reports on Topics of Current Interest
    Digest of Reports on Topics of Current Interest This discussion at the SOA 1967 Annual ... Third is an update on variable annuities. Health care costs;Health insurance;Medicare;Taxes=Taxation;Variable ...

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    • Authors: H Edward Harland, Malcolm D MacKinnon, J Henry Smith
    • Date: Oct 1967
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Health & Disability; Public Policy
  • 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