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  • RILA Nonforfeiture Requirements

    RILA Nonforfeiture Requirements This article presents a discussion of Actuarial Guideline 54 (AG LIV), both the regulatory impetus in its creation as well as the requirements it outlines for a ...

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    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Product development - Annuities

  • Recent Developments in Qualified Annuitization

    Recent Developments in Qualified Annuitization SECURE 2.0 included provisions that improve the ability of insurers to serve those who own qualified annuities. Several previously disallowed ...

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    • Authors: John Blocher
    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Public Policy; Public Policy

  • Life Insurance Firms in the Retirement Market: Is the News All Bad?

    Life Insurance Firms in the Retirement Market: Is the News All Bad? A discussion of where insurance companies and their products fit in the retirement asset market and trends over the past few ...

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    • Authors: PAUL HOFFMAN, Anthony M Santomero
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy

  • 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

  • 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

  • An Integrated Product Approach for the Retirement Planning Market

    An Integrated Product Approach for the Retirement Planning Market discussion of a new product idea for retirement planning which integrates a variety of needs estate death benefit, annuity ...

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    • Authors: Jeyaraj Vadiveloo, Marianne C Purushotham
    • Date: Jun 2009
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Health & Disability>Disability insurance; Life Insurance

  • 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 06/01/2010 ...

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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

  • Visions for the Future of the Life Insurance Sector

    Visions for the Future of the Life Insurance Sector Encourages readers to visit specified URL to read selected essays from “Life Insurance 2020 Foresight—A Call For Essays. Accounting standards; ...

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    • Authors: Mike Boot
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance

  • Chairperson’s Corner PD Section Rings In The New Year

    Chairperson’s Corner PD Section Rings In The New Year New chairperson’s column discussing his goals for the Product Development Section. Life insurance; 10568 02/01/2010 06:00:00 ...

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    • Authors: John Currier
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance

  • Product Development Section Election Results

    Product Development Section Election Results Product Development Section’s election results, and bio's of new members. Life insurance; 10570 02/01/2010 06:00:00 ...

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    • Authors: Society of Actuaries
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
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