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  • 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

  • A Niche Product and Its Marketing —A Tale of Trials, Tribulations and Rewards

    A Niche Product and Its Marketing —A Tale of Trials, Tribulations and Rewards This article describes the attempt to discover a product for the elderly already receiving long term care, which ...

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    • Authors: Steve Cooperstein
    • Date: Jan 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Payout annuities

  • Focus on Immediate Annuities

    Focus on Immediate Annuities An overview of the immediate payout annuity market. Marketing and distribution;Payout annuities; 10504 11/1/2004 12:00:00 AM ...

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    • Authors: Susan Saip
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Payout annuities

  • New IRS Letter Ruling Provides Guidance on Substantially Equal Periodic Payments from Immediate Variable Annuities

    New IRS Letter Ruling Provides Guidance on Substantially Equal Periodic Payments from Immediate Variable Annuities Summarizes IRS private letter ruling PLR 200818018, released Jan. 29, 2008, ...

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    • Authors: Application Administrator, Bryan W Keene, Alison L Reynolds
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Payout annuities

  • Immediate Annuities: Current Issues and Trends

    Immediate Annuities: Current Issues and Trends This article offers issues and trends with immediate payout annuities. Demographics;Fixed income annuities;Guaranteed minimum income benefits=GMIB; ...

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    • Authors: Elliott L Shifman
    • Date: Dec 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Payout 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

  • Longevity Risk Solutions for Small Canadian Pension Plans

    Longevity Risk Solutions for Small Canadian Pension Plans Over the last several decades, mortality trends and life expectancies in developed countries have been improving and are expected to ...

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    • Authors: John Melinte
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Annuities>Payout annuities; Pensions & Retirement>Defined benefit plans

  • Recent Developments in the Annuity World

    Recent Developments in the Annuity World This article discusses a variety of new developments in the annuity market. Discount rates=Interest rates;Guaranteed minimum accumulation benefits=GMAB; ...

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    • Authors: Timothy Pfeifer
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Payout annuities; Annuities>Variable annuities
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