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  • Managing Retirement Assets Symposium: Immediate Annuity Pricing in the Presence of Unobserved Heterogeneity
    Managing Retirement Assets Symposium: Immediate Annuity Pricing in the Presence of Unobserved Heterogeneity This paper develops a model of annuity mortality that facilitates a more thorough ...

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    • Authors: Kim Balls
    • Date: Apr 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Individual annuities; Annuities>Pricing - Annuities
  • Strategies For The Non-Tax-Qualified Annuity Market
    Strategies For The Non-Tax-Qualified Annuity Market This session from the 1983 SOA Hollywood, Florida Meeting reviews different strategies for the non-tax-qualified annuity market including ...

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    • Authors: Allan Affleck, Patrick F Maher, Kevin A Marti, Samuel J Weinhoff, John C Winter
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities
  • Investment-Oriented Products
    Investment-Oriented Products Panel discussion gives the latest update on: Single Premium Whole Life, Single Premium Variable Life, Variable Universal Life, and Annuities. Includes current ...

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    • Authors: Mary Ann Brown, Richard Lambert, John G Vrysen, Norse N Blazzard, Hubert B Mueller
    • Date: Apr 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities; Life Insurance
  • Report of the Committee on Mortality under Ordinary Insurances and Annuities - Mortality under Individual Immediate Annuities
    Report of the Committee on Mortality under Ordinary Insurances and Annuities - Mortality under Individual Immediate Annuities This investigation specifically covers the mortality for immediate ...

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    • Authors: Society of Actuaries
    • Date: Nov 1949
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Experience Studies & Data>Mortality
  • DISTRIBUTION COSTS AND COMPENSATION
    DISTRIBUTION COSTS AND COMPENSATION This literature guide focuses on the distribution costs, especially the field compensation costs, that are incurred through the traditional general agency, ...

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    • Authors: Society of Actuaries
    • Date: Feb 1995
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Individual annuities; Health & Disability>Disability insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Panel Discussion - H.R. 10
    Panel Discussion - H.R. 10 This is a panel discussion about H.R. 10 pension plans, i.e., tax deferred retirement savings plans for the owners of an unincorporated business and its employees. The ...

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    • Authors: Elmer R Benedict, Daniel F McGinn, Angus L Crawford
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
  • Individual Life Insurance and Annuities
    Individual Life Insurance and Annuities This is a discussion about new product developments, supplementary benefits - Accidental Death, Guaranteed Insurability and automatic inclusion of ...

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    • Authors: Melvin D Bennett, John M Boermeester, Morris Chambers, Frank H David, Edward T Hill, Robert N Houser, Meno T Lake, John J Marcus, Archie R McCracken, Walter N Miller, John S Moyse, W Donald Patterson, Joseph A Schwarz, Frederic Seltzer, L Jefferson Stulce, Edwin B. Lancaster, Eugene F Porter, A T Haynes
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Life Insurance
  • SECURE Act 2019- A world of opportunities for annuity carriers
    SECURE Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity carriers created by the SECURE Act to distribute annuities through Employer ...

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    • Authors: Ian Michael Laverty
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • The 1971 Individual Annuity Mortality Table
    The 1971 Individual Annuity Mortality Table This paper proposes a new mortality table as a minimum reserve standard for individual annuities - the 1971 Individual Annuity Mortality Table, ...

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    • Authors: Harold Cherry
    • Date: Nov 1971
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Experience Studies & Data>Mortality
  • Report of the Committee to Recommend a New Mortality Basis for Individual Annuity Valuation Derivation of the 1983 Table a
    Report of the Committee to Recommend a New Mortality Basis for Individual Annuity Valuation Derivation of the 1983 Table a This report presents the formal recommendation for a new mortality basis ...

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    • Authors: Society of Actuaries
    • Date: Jan 1981
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Annuities>Reserves - Annuities; Experience Studies & Data>Mortality