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Combination Annuities—A Market to Get Into?
Combination Annuities—A Market to Get Into? This article discusses the pending Pension Protection ... products that combine LTC and Annuities. Long-term care insurance=LTCI;Marketing and distribution;Simplified ...- Authors: Cary O Lakenbach
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Small Talk
- Topics: Annuities>Fixed annuities; Long-term Care
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The Future of Retirement Planning is Already Here — It's Jus
• Pensions (defined benefit plans) were the primary retirement vehicle for several decades, but private ... longevity, inflation, market volatility, health care, sequence of returns risk and tax optimization7 ...- Authors: Steve Chen
- Date: May 2018
- Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
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Structured-Note Annuity: A Niche Industry Is Born with Endless Possibilities
management and balance-sheet preservation. As a direct result, sales in 2009 sank to $129 billion, a ... growing, surpassing its pre-2008 highs. The primary market for structured notes in the bank channel ...- Authors: Gregory Henke
- Date: Apr 2014
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Actuary Magazine
- Topics: Annuities>Fixed annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
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Fixed Annuities Complement Investment Planning
consider the issue of long-term care. Medicare typically does not cover such care beyond a short period following ... and Medicaid will typically not pay for long-term care until after an indi- vidual’s assets are depleted ...- Date: Feb 2011
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Product Matters!
- Topics: Annuities>Fixed annuities; Long-term Care>Long-term care insurance
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A Portfolio Approach to Retirement Income Security
unforeseen expenses, such as medical or long-term care • Preserve the ability to apply unused funds as ... face significant risks for medical and long-term care expenses. In theory, both of these risks can be ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Designing and Communicating Retirement Plans for "Humans"
like in 10 or 20 years to motivate them to take care of their future self. ADVANTAGES TO RETIRING WORKERS ... aging workforce. It demonstrates that employers care about key life issues facing their older workers ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation