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  • Pitfalls in Equity-Indexed Products

    Pitfalls in Equity-Indexed Products Identifies some key pitfalls in developing equity-indexed products and suggests some steps insurers can take to avoid unpleasant financial surprises.

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    • Authors: Anson Glacy
    • Date: Mar 1998
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities
  • Fixed Annuities in a Low Interest Rate Environment

    Fixed Annuities in a Low Interest Rate Environment Discussion of how the weak equity environment has led to a growth in the sale of fixed annuities and fixed account allocations within variable ...

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    • Authors: Susan Saip
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities
  • Is the Timing Right for Equity-Indexed Immediate Annuities?

    Is the Timing Right for Equity-Indexed Immediate Annuities? Author suggests the newly popular Equity-Indexed Annuity product can be transformed into Equity-Indexed Immediate Annuity to serve ...

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    • Authors: Susan Saip
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities
  • 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>Equity-indexed annuities; Annuities>Guaranteed living benefits; Modeling & Statistical Methods; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
  • Entering the Equity-Indexed Market through Alliances

    Entering the Equity-Indexed Market through Alliances This article discusses how small insurance companies can get into the complex equity indexed market by using alliances wherein there is one ...

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    • Authors: Jerry Enoch
    • Date: May 1998
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Annuities>Equity-indexed annuities; Life Insurance
  • Reflecting Rider Charges in GAAP Income for Indexed Annuities

    Reflecting Rider Charges in GAAP Income for Indexed Annuities The article focuses on GAAP accounting for indexed products with riders; specifically, how rider charges should be addressed in FAS ...

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    • Date: Jun 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Equity-indexed annuities; Annuities>Reserves - Annuities
  • Understanding the Riskiness Of A GLWB Rider For FIAs

    Understanding the Riskiness Of A GLWB Rider For FIAs The article explores impact of resetting cap vs static cap choice for the GLWB rider for a Fixed Index Annuity for a Point to Point. Moreover, ...

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    • Authors: Pawel Konieczny, Jae Jung
    • Date: Apr 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risk Management
    • Topics: Annuities>Equity-indexed annuities; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Dynamic simulation models; Modeling & Statistical Methods>Modeling efficiency; Modeling & Statistical Methods>Stochastic models
  • ndividual Annuity Sales and Product Trends

    ndividual Annuity Sales and Product Trends A review of product and sales trends for variable, indexed and fixed annuities against the current backdrop of low interest rates and record equity ...

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    • Authors: Simpa Baiye
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities; Economics>Macroeconomics
  • Actuaries: Long-sighted or blinkered?

    Actuaries: Long-sighted or blinkered? The article considers how actuaries have responded to long term changes in the past and considers how to deal with two changes ion the future: pension ...

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    • Authors: Muhammad Iqbal
    • Date: Jan 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: International News
    • Topics: Annuities>Equity-indexed annuities; Annuities>Variable annuities; Demography>Longevity
  • An Actuarial Analysis of FAS 133 Part 2

    An Actuarial Analysis of FAS 133 Part 2 An Actuarial Analysis of FAS 133 Part 2 by Anson J. Glacy, Jr. from The Financial Reporter, June 2000, Issue No. 42. Derivatives;Fair value accounting; ...

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    • Authors: Anson Glacy
    • Date: Jun 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Equity-indexed annuities; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]