FPA/NEO April 17 Breakfast Program "Fixed Annuity Pricing and Rate Setting"
Thursday, April 17, 2008 from 8:00 AM - 11:00 AM (ET)
Independence, OH
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Event Details
This is designed to provide an overview of how companies typically set fixed annuity crediting rates and the drivers behind those rates. We will focus on two major types of crediting rates, new business rates and renewal rates. In discussing both types of crediting rates, we will address the impacts of various market elements with the different rates.
At the end of this presentation each attendee should be able to:
- Understand the difference between a new money product and a portfolio product for setting new business and renewal crediting rates
- Understand and be able to explain to their client several major items that impact renewal rates on fixed annuity products
- Discuss the different fixed annuity products sold and what the main drivers are for setting crediting rates for those products
Robert L. Vance - Vice President, Lincoln Benefit Life Company
Robert has 24 years experience in the insurance business. This experience involves product development, pricing and management of fixed annuity business, finance, investments, asset liability management, treasury, marketing and operations. He has been instrumental in bringing to market several fixed annuity products which have sold over $1 billion within the first few years on the market.
Robert graduated with a degree in Business Finance and a minor in Law from Brigham Young University. He attended Options School at Morgan Stanley and is a Six Sigma Black Belt. He has written several articles on the use of derivatives in hedging fixed annuity products.
He is currently an active member of various processional organizations such as Life Office Management Institute, Association of Finance Professionals and the CFA Institute; holding designations from several. Robert also serves as a member of the Investment Committee of the Nebraska Guarantee Association.
When
Thursday, April 17, 2008 from 8:00 AM - 11:00 AM (ET)
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