Results 121 to 130 of about 465 (165)

Media for Funding Variable Annuities

The Journal of Risk and Insurance, 1968
This paper considers first the media available to fund a variable annuity for an individual, and then the additional media available to fund variable annuities for groups under pension plans, profit sharing plans and tax-sheltered annuity programs. Finally it studies some of the considerations in selecting a particular funding medium. The study focuses
George E. Johnson, Donald S. Grubbs
openaire   +1 more source

Lapse‐and‐Reentry in Variable Annuities

Journal of Risk and Insurance, 2016
AbstractSection 1035 of the current U.S. tax code allows policyholders to exchange their variable annuity policy for a similar product while maintaining tax‐deferred status. When the variable annuity contains a long‐term guarantee, this “lapse‐and‐reentry” strategy allows the policyholder to potentially increase the value of the embedded guarantee.
Thorsten Moenig, Nan Zhu
openaire   +1 more source

"Valuing Variable Annuities" (in Japanese) [PDF]

, 2003
In this paper we propose a framework to evaluate variable annuities. We show that the invested capital to a variable annuity can be decomposed into: (i) the reserve money in the account, (ii) options, (iii) fees paid to the mutual fund companies, and (iv) margin accruing to the insurance company.
Takao Kobayashi, Ryoichi Ikeda, Yoichiro Hasegawa   +2 more
openaire  

Special-Rate Life Annuities: Analysis of Portfolio Risk Profiles

Risks, 2022
Ermanno Pitacco, Pitacco Ermanno
exaly  

Interplay of Risks in Variable Annuity

A guaranteed variable annuity provides a guaranteed benefit to the investor, no matter what the performance of the investment account is. Although the pricing formula and hedging strategy of the guaranteed variable annuity are well-studied in the literature, the intrinsic risk transfer and diversification mechanisms between policyholder and insurer had
GuoZhen LI, ShaoTang WANG
openaire   +1 more source

Optimal investment for a retirement plan with deferred annuities allowing for inflation and labour income risk

European Journal of Operational Research, 2021
Iqbal Owadally, Chul Jang, Andrew Clare   +2 more
exaly  

VARIABLE ANNUITIES*

The Journal of Finance, 1956
openaire   +1 more source

Variable Annuities

The Journal of Finance, 1958
openaire   +1 more source

It's RILA time: An introduction to registered index‐linked annuities

Journal of Risk and Insurance, 2022
Thorsten Moenig
exaly  

Variable Annuity: Security or Annuity?

Virginia Law Review, 1957
openaire   +1 more source