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  • Lessons Learned – A Risk Perspective

    Lessons Learned – A Risk Perspective In this session, a company will share its experience on managing risks underlying the equity-linked insurance guarantees and what lessons were learned over ...

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    • Authors: Daniel D Heyer
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
  • Lessons Learned by VM-21 Early Adopters

    Lessons Learned by VM-21 Early Adopters Hear from companies & consultants that early adopted VM-21 for year-end 2019. Learn from their experiences in preparing for the significant additional ...

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    • Authors: Guillaume Briere-Giroux, Zohair Motiwalla, John B. Brady
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Capital - Annuities; Annuities>Reserves - Annuities
  • 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
  • 2023-transition-to-ifrs17

    In this session, presenters will share the impacts of transition to IFRS 17 on equity and various KPIs across insurance companies (Life & P&C), as well as share some observations of what the ...

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    • Authors: Daniel Dvorin, Nazir Valani, Carlos Arocha, Nina Han
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Life Insurance
  • Risk analysis of annuity conversion options in a stochastic mortality environment

    Risk analysis of annuity conversion options in a stochastic mortality environment This abstract describes a paper that provides a framework for a joint analysis of financial and longevity ...

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    • Authors: Jochen Russ, Katja Schilling
    • Date: Dec 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities
  • 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
  • Session 134: How to Get Real Results in Policyholder Behavior Modeling

    Session 134: How to Get Real Results in Policyholder Behavior Modeling The insurance industry has a lot to learn from academia's missteps. With predictive analytics assuming an ever-expanding ...

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    • Authors: Rosmery Cruz, Timothy S Paris
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Policyholder behavior - Annuities; Experience Studies & Data>Policyholder or participant behavior - Experience
  • 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 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
  • Registered Index-Linked Annuities

    Registered Index-Linked Annuities This report was prepared to provide an overview of Registered Index-Linked Annuities for use in the educational curriculum of the Society of Actuaries. It ...

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    • Authors: Nicholas Carbo, David J Elliott
    • Date: Aug 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities