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  • The Happiness Hedge

    The Happiness Hedge This article helps illustrate that a guaranteed income stream in retirement has much more value than merely longevity protection. Used properly, a payout annuity is also a ...

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    • Authors: Douglas Robbins
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement risks

  • Minimum Cash Surrender Values and Lapse Immunization

    Minimum Cash Surrender Values and Lapse Immunization This article is historical in nature and explores the impacts of traditional life insurance products offering cash surrender values. This ...

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    • Authors: Matthew Farmer
    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance

  • RILA GLWB Designs and Market Risk Analysis

    RILA GLWB Designs and Market Risk Analysis An overview of guaranteed lifetime withdrawal benefits (GLWB) on registered index-linkedannuity (RILA) products and a stochastic analysis of market ...

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    • Authors: Matthew Kevin Heaphy, Nicholas Carbo, David J Elliott
    • Date: May 2023
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Deferred annuities; Annuities>Equity-indexed annuities; Annuities>Guaranteed living benefits; Annuities>Living / Death benefit riders; Modeling & Statistical Methods; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models

  • Cost-Benefit Analysis: Quantifying the Value of EHRs

    Cost-Benefit Analysis: Quantifying the Value of EHRs The paper describes a cost-benefit analysis to determine the value of electronic health records (EHRs) in life insurance accelerated ...

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    • Authors: Murali Niverthi
    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Product development - Life Insurance

  • Recent Financial Market Innovations

    Recent Financial Market Innovations This article presents new funding instruments for equity-indexed life insurance and annuity products. Equity-indexed annuities;Investment strategy;Life ...

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    • Authors: Anson Glacy
    • Date: Jun 1998
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Finance & Investments>Investments

  • Revenue Procedure 99-27

    Revenue Procedure 99-27 The IRS released the details of a program to allow life insurers to correct inadvertent failures to comply with the modified endowment MEC rules under section 7702A of the ...

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    • Authors: Christian J DesRochers, Brian King
    • Date: Dec 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance

  • Chairperson’s Corner

    Chairperson’s Corner Chairperson’s views on the changing life insurance industry. Annuities;Life insurance; 10431 03/01/1999 06:00:00 ...

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    • Authors: Philip J Cernanec
    • Date: Mar 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance

  • Regulators Respond to Industry “Innovation” Through Guideline AXXX

    Regulators Respond to Industry “Innovation” Through Guideline AXXX Article discusses provisions of Guideline AXXX National Association of Insurance Commissioners=NAIC; 10446 01/01/2002 06:00:00 ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance

  • Federal Tax Issues Under the 2001 CSO Mortality Tables

    Federal Tax Issues Under the 2001 CSO Mortality Tables Federal Tax Issues Under the 2001 CSO Mortality Tables Internal Revenue Service=IRS;Life reserves;Mortality rates=Mortality tables=Death rates ...

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    • Authors: Application Administrator, John J Spina
    • Date: Nov 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Tax accounting

  • Shadow Account Products: Beyond Pricing

    Shadow Account Products: Beyond Pricing A discussion of Universal Life products with shadow accounts including a summary of some of the key communications and administration issues Secondary ...

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    • Authors: Jeremy Bill
    • Date: Jul 2003
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life
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