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A Portfolio Approach to Retirement Income Security
A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified portfolios of retirement income, allocating among various retirement income classes ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Structured-Note Annuity: A Niche Industry Is Born with Endless Possibilities
Structured-Note Annuity: A Niche Industry Is Born with Endless Possibilities Structured-note annuities provide a retirement solution for the masses while allowing effective hedging and balance ...- Authors: Gregory Henke
- Date: Apr 2014
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Actuary Magazine
- Topics: Annuities>Fixed annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
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Designing and Communicating Retirement Plans for "Humans"
Designing and Communicating Retirement Plans for "Humans" This essay advocates that the transition from DB to DC plans won't be complete until plan sponsors offer programs ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation
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Combination Annuities—A Market to Get Into?
Combination Annuities—A Market to Get Into? This article discusses the pending Pension Protection Act and the opportunity it presents for products that combine LTC and Annuities. Long-term care ...- Authors: Cary O Lakenbach
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Small Talk
- Topics: Annuities>Fixed annuities; Long-term Care
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Fixed Annuities Complement Investment Planning
Fixed Annuities Complement Investment Planning Feature article discussing recent innovations within the fixed annuity insurance industry and the changes those innovations may bring. Deferred ...- Date: Feb 2011
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Product Matters!
- Topics: Annuities>Fixed annuities; Long-term Care>Long-term care insurance