Announcement: SOA congratulates the new ASAs and CERAs for November 2025.

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  • Statutory Reserving for Fixed Indexed Annuities with Guaranteed Lifetime Withdrawal Benefits

    Statutory Reserving for Fixed Indexed Annuities with Guaranteed Lifetime Withdrawal Benefits Feature article discussing fixed indexed annuity (FIA) products with guaranteed lifetime withdrawal ...

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    • Authors: Kush Kotecha, Benjamin J. Yahr, James Collingwood
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Guaranteed living benefits
  • The Interaction of Section 7702 and the Nonforfeiture Law - Trouble Ahead for Traditional Life Insurance

    The Interaction of Section 7702 and the Nonforfeiture Law - Trouble Ahead for Traditional Life Insurance The interaction of section 7702 cash value accumulation test [CVAT] and state ...

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    • Authors: Christian J DesRochers, Benjamin J. Yahr
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Clarification of the September 2012 Financial Reporter Article Titled, "Statutory Reserving for Fixed Indexed Annuities with Guaranteed Lifetime Withdrawal Benefits”

    Clarification of the September 2012 Financial Reporter Article Titled, "Statutory Reserving for Fixed Indexed Annuities with Guaranteed Lifetime Withdrawal Benefits” The authors provide ...

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    • Authors: James Collingwood, Benjamin J. Yahr, Kush Kotecha
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Reinsurance>Financial reporting for reinsurance; Reinsurance>Reserving - Reinsurance