Announcement: SOA releases passing candidate numbers for September 2024 Exam SRM.

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  • What's New and Exciting with Fixed Annuities?
    product lines including life, annuity and long-term care at Allianz. Eric has extensive regulatory experience ... annuity and life insurance product actuary for two direct writers. He received a B.S. in applied math and ...

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    • Authors: Abraham Gootzeit, Richard Tucker, Eric Carlson, Dale Humphrey
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Reinsurance
  • Individual Annuity Product Update
    come in at third place at 18%, while banks and direct response channels together have now a 10% market ... • VErthinthe variable annuity sector, banks and direct response channels are increasing their market shares ...

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    • Authors: Gordon C Boronow, Stephen E Roth, Hubert B Mueller, Daniel Jaquez, James M Truax
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Public Policy
  • Current Annuity Topics
    investment crediting rate assumptions. One of the primary uses of these models is to determine the difference ... We also have some brokerage business and some direct response business. In early 1982_ we were convinced ...

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    • Authors: John M Lenser, Thomas J Mitchell, Catherine R Turner, Trevor Walke, Michael Winterfield
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities
  • The Future of Single Premium Life Insurance and Annuities
    profit margin and overhead expenses not covered by direct loads or other charges, (ii) avoiding capital losses ... sell single premium life and annuities as their primary (bread and butter) products. However, the single ...

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    • Authors: John Fritz, Burnett A Halstead, D Ted Steven, James A Tilley
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Life Insurance>Whole life
  • Trends in Annuity Product Design
    undergoing change over the next few years also. The primary reason was the feeling, of some experts, that it ... MONTGOMERY: We've been studying funding of long-term care insurance. One of the means by which this could ...

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    • Authors: Ann Kallus, Donald R Sondergeld, Dan Spafford, Grant A Somerville, Michael Winterfield
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities
  • Regulatory Debate [Part 2]: Changes to the Standard Nonforfeiture Law
    should be getting out of that contract. If you don't care about cash values when you buy it, you can buy ... solvency and who believe that they should take care of themselves. In the end, because nonforfeiture ...

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    • Authors: David Hippen, William J Schreiner, William John Cummings, Elinor Friedman
    • Date: Oct 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities
  • Annuities - What's New?
    Annuities - What's New? This session from the 1995 SOA Boston Meeting provides ... company that did some neat things with long-term care, for example, expanding the payout if certain situations ...

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    • Authors: Application Administrator, Novian Junus
    • Date: Oct 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities