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  • Actuarial Behavior Risks
    Actuarial Behavior Risks How can actuaries innovate solutions to the challenges posed by policyholder behavior risks? Policyholder behavior;experience studies;Predictive modeling;risk management; ...

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    • Authors: Society of Actuaries, Timothy S Paris
    • Date: Aug 2014
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions
    • Publication Name: Risk Management
    • Topics: Annuities>Policyholder behavior - Annuities; General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Life Insurance>Policyholder behavior - Life Insurance
  • An Enhanced Social Security Benefit
    An Enhanced Social Security Benefit Social Security provides financial protection by annuitizing retirement. This is not enough for many. My idea creates an additional annuity via Social ...

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    • Authors: John Cutler
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy
  • 2018 Variable Annuity Guaranteed Benefits Survey
    2018 Variable Annuity Guaranteed Benefits Survey Results of the PBITT Working Group annual Variable Annuity Survey. Policyholder behavior;Variable annuities;Death benefits;Withdrawals 6442485759 ...

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    • Authors: Jeffrey Hartman
    • Date: Jan 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Policyholder behavior - Annuities
  • Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings
    Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings Retirement income security under defined contribution plans depends upon sufficient savings and decumulating that ...

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    • Authors: Paul Yakoboski
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Annuities>Payout annuities; Annuities>Policyholder behavior - Annuities
  • What is Available in 2014 for 2015 Individual Health Insurance Rate Filings
    What is Available in 2014 for 2015 Individual Health Insurance Rate Filings Help to generate ideas for formulating a pricing strategy of 2015 individual health insurance products despite having ...

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    • Authors: Jeff D Rohlinger
    • Date: Oct 2013
    • Competency: Strategic Insight and Integration
    • Publication Name: Health Watch
    • Topics: Annuities>Policyholder behavior - Annuities
  • Getting Started with Modeling Platforms - for the report Complexity Science
    Getting Started with Modeling Platforms - for the report Complexity Science This document shows you how to set up modeling platforms and start to work with them. Used in conjunction with ...

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    • Authors: Alan Mills
    • Date: Jun 2010
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Policyholder behavior - Annuities; Modeling & Statistical Methods
  • PBITT VA Guaranteed Benefits 2016 Survey Results
    PBITT VA Guaranteed Benefits 2016 Survey Results Results of the PBITT Working Group annual VA survey. Policyholder behavior;Variable annuities;Death benefits; Withdrawals 6442471824 10/25/2016 12 ...

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    • Authors: Jeffrey Hartman
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Policyholder behavior - Annuities
  • Redington Prize-Winning Paper: Lapse-and-Reentry in Variable Annuities
    Redington Prize-Winning Paper: Lapse-and-Reentry in Variable Annuities Section 1035 of the current US tax code allows policyholders to exchange their variable annuity (VA) policy for a similar ...

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    • Authors: James Kosinski, Thorsten Moenig, Nan Zhu
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities
  • Guaranteed Returns - A Tragedy Of The Commons?
    Guaranteed Returns - A Tragedy Of The Commons? The Actuary Vol. 22 , No. 7. This articles explores the dangers posed by many guaranteed-return life insurance and annuity products. Cash value; ...

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    • Authors: Donald R Sondergeld
    • Date: Jul 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Pricing - Annuities; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Public Policy
  • Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
    Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements The article summarizes several recent private letter rulings from the IRS addressing the "investor ...

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    • Authors: Bryan W Keene, John Adney
    • Date: Jun 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy