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  • Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities

    Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities This presentation presents a decumulation strategy during retirement with the purchase of deferred ...

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    • Authors: Anran Chen
    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Pensions & Retirement

  • VM-22: Statutory Maximum Valuation Interest Rates For Income Annuities

    VM-22: Statutory Maximum Valuation Interest Rates For Income Annuities VM-22 was first introduced into the Valuation Manual in 2018. A number of changes have been made since its introduction, ...

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    • Authors: Dayuan Mao, Ping Zhu, Mary Wu
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Annuities>Payout annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting

  • PLR 201120011 Highlights the Need for SEPP Guidance on Annuities

    PLR 201120011 Highlights the Need for SEPP Guidance on Annuities Owners of nonqualified annuity contracts, individuals under qualified retirement plans, and annuity issuers are left without ...

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    • Authors: Mark E Griffin
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Public Policy

  • Product Filing Anxiety: Tips and Advice to Make Your Filings Less Painful

    Product Filing Anxiety: Tips and Advice to Make Your Filings Less Painful This article summarizes a recent session at an SOA meeting that presented tips on improving and speeding the product ...

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    • Authors: Application Administrator
    • Date: Jan 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities; Health & Disability; Life Insurance

  • Pension Reform in Eastern Europe and Central Asia—A Multi-Pillar Approach

    Pension Reform in Eastern Europe and Central Asia—A Multi-Pillar Approach Excellent big picture view for planning a social insurance system with pay-as-you-go, required self-funded, and voluntary ...

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    • Authors: Michael Cohen
    • Date: Feb 2003
    • Competency: External Forces & Industry Knowledge; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Actuarial Profession>Best practices; Annuities; Demography; Economics>Macroeconomics; Finance & Investments; Global Perspectives; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans

  • A Niche Product and It's Marketing - A Tale of Trials, Tribulations and Potential Rewards

    A Niche Product and It's Marketing - A Tale of Trials, Tribulations and Potential Rewards Impaired annuities - a niche product marketed to people at the “at-need” edge of long-term care and ...

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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

    Product Trends in Life Insurance This article is a discussion about the trends and changes affecting the life insurance industry by impacting product growth. Read how today's ideas can become ...

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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

  • A Strategic Analysis of the U.S. Life Insurance Industry Part II: Products

    A Strategic Analysis of the U.S. Life Insurance Industry Part II: Products This is the second article in a four–part series. In this article, the industry's products are examined. N/A; A ...

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    • Authors: Narayan S Shankar
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Health & Disability>Health insurance; Life Insurance

  • NAIC Variable Annuity Reform—A Current Primer

    NAIC Variable Annuity Reform—A Current Primer An overview of the NAIC Variable Annuity Reforms, including a discussion of perceived positives and challenges associated with the reforms. Statutory ...

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    • Authors: Zohair Motiwalla
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Financial Reporting & Accounting

  • A Look Ahead to the Fall Society of Actuaries Meeting

    A Look Ahead to the Fall Society of Actuaries Meeting Discusses Product Development Section activities at the upcoming SOA Annual Meeting in the fall. Annuities;Life insurance; 10578 6/1/2010 12: ...

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    • Authors: Mitchell Katcher, Thomas A Phillips
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
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