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  • An Immediate Annuity with Cash-Out Rights?
    An Immediate Annuity with Cash-Out Rights? In session 138 PD of the Washington Annual Meeting panelists discuss the possibility of a single premium immediate annuity that offers liquidity ...

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    • Authors: Jeffrey Drake, Timothy Pfeifer, Robert J Scheinerman
    • Date: Oct 1997
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Payout annuities
  • Retirement Income Solutions: Payout Annuities
    Retirement Income Solutions: Payout Annuities Increasing life spans and fluctuations in the equity markets have raised awareness of the potential of outliving one's income. This ...

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    • Authors: Steve Cooperstein, Susan Saip, Joel Jessen
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • 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
  • A Smart Way to Develop Retirement Income Strategies
    A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • The Sex Discrimination Issue
    The Sex Discrimination Issue The question of sex discrimination in employee pension plans in life insurance programs is only part of the more general issue of risk classification. Challenges to ...

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    • Authors: Edward W Brown, Paul H Jackson, Michael J Mahoney, Joann G Sher
    • Date: Apr 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Payout annuities; Demography>Gender factors; Health & Disability>Health insurance; Life Insurance
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Immediate Annuities – Product Development Considerations
    Immediate Annuities – Product Development Considerations Panelists discuss major pricing issues with immediate annuities: [1] mortality assumptions, including improvement projections and ...

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    • Authors: Gregory J Carney, Donna Claire, Richard L Sega, Richard A Swift
    • Date: Oct 1988
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Payout annuities
  • Mortality Under Individual Immediate Annuities
    Mortality Under Individual Immediate Annuities 1959 intercompany study of mortality under individual immediate and refund annuities issued between 1931 through 1957 and covering experience ...

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    • Authors: Society of Actuaries
    • Date: Jan 1959
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Payout annuities; Experience Studies & Data>Mortality
  • Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity
    Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity Provides a methodology for determining the value of the share of a particular individual in a joint and ...

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    • Authors: Robert J Myers, Eugene A Rasor
    • Date: Apr 1952
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Transactions of the SOA
    • 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
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