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The New Model Valuation and Nonforfeiture Laws
The New Model Valuation and Nonforfeiture Laws This is an article on statutory maximum valuation interest rates, the second of three articles outlining the new Model Valuation and Nonforfeiture ...- Authors: John O Montgomery
- Date: Feb 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities; Life Insurance; Life Insurance>Non-forfeiture benefits
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The Table of Isolated Mortality
The Table of Isolated Mortality This paper shows the mortality element can be partially isolated allowing an exact annuity value to be readily obtained at any interest rate. From the ...- Authors: Basil A Xavier
- Date: Jan 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Actuarial Research Clearing House
- Topics: Annuities; Modeling & Statistical Methods
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Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities
Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities This presentation presents a decumulation strategy during retirement with the purchase of deferred ...- Authors: Anran Chen
- Date: Mar 2017
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Pensions & Retirement
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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 ...- 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
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PLR 201120011 Highlights the Need for SEPP Guidance on Annuities
PLR 201120011 Highlights the Need for SEPP Guidance on Annuities Owners of nonqualified annuity contracts, individuals under qualified retirement plans, and annuity issuers are left without ...- Authors: Mark E Griffin
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy
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Annuity for the Life Expectancy
Annuity for the Life Expectancy The author offers his proof that an annuity for the life expectancy exceeds a life annuity. Annuity valuation;Life expectancy; 7890 4/1/1985 12:00:00 AM ...- Authors: Robert Brown
- Date: Apr 1985
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Annuities
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NAIC Adopts Annuity Table Test
NAIC Adopts Annuity Table Test Article from The Actuary, May 1985 – Volume No. 19, Issue No. 5 that discusses the NAIC adoption, for future use, of two tests of continued adequacy of the 1983 ...- Authors: Robert J Johansen
- Date: May 1985
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities
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A Note on Annuities Payable at a Different Frequency than Interest is Compounded
A Note on Annuities Payable at a Different Frequency than Interest is Compounded This paper proves the formula representing the present value of an annuity of 1 per year payable m times per year ...- Authors: Gordon E Klein
- Date: Jan 1994
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Actuarial Research Clearing House
- Topics: Annuities
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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter Ruling 202031008, which considers how Internal Revenue Code sections 72(q) and (u) ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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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, ...- 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