变动收入年金手册 THE HANDBOOK OF VARIABLE INCOME ANNUITIES

增改描述、封面图片 作者: Jeffrey K. Dellinger　著 ISBN: 9780471733829 ， 0471733822 出版社: 出版日期: 定价:

Preface
Overview
Chapter 1: Retirement Income Basics
　A Game
　Your Retirement
　Self-Management
　Fixed Annuities
　The Game Revisited
　Fixed Annuities Revisited
　Variable Annuities
　Shortcoming of Simplified Retirement Income Projections
　Shortcomings of Traditional Retirement Income Approach
　Retirement Income Basics Summary
Chapter 2: Annuity Categorization
　Deferred versus Immediate Annuities
　Life-Contingent versus Non-Life-Contingent Annuities
　Tax-Qualified versus Non-Tax-Qualified Annuities
　Summary
Chapter 3: Immediate Fixed Annuity Mechanics (Non-Life-Contingent)
　Approach
　Fixed Annuity Payout
　Immediate Fixed Annuity Asset-Liability Management
　Duration
　Duration Example
Chapter 4: Immediate Variable Annuity Mechanics (Non-Life-Contingent)
　Approach
　Annuity Units
　Varying the AIR
　Volatility of Variable Annuity Income
　Immediate Variable Annuity versus Systematic Withdrawals
　Reverse Dollar Cost Averaging
　Owner Control after IVA Purchase
Chapter 5: Annuity Payout Options
　History
　Annuity Options
　Considerations in Selecting an Annuity Option
　Immediate Variable Annuity Prospects
　Value Equivalence of Annuity Options
Chapter 6: Annuitant Populations and Annuity Present Values
　Categorization and Characteristics
　Population Mathematics
　Annuity Mathematics (Life-Contingent)
　Annuity Mathematics (Non-Life-Contingent)
　Annuity Mathematics II (Life-Contingent)
　Alternate Derivation of Approximation Formula for Present Value of Annuities Payable More 　Frequently than Annually
　Continuous Life-Contingent Annuities
　Varying Life-Contingent Annuities
　Population Theory
　Mortality Improvement
　The Aging Process
　Aging Theories, Biomarkers, and Telomeres
　Force of Mortality
　Mortality Laws
　Mortality Tables
　Mortality Table Construction
　Considerations in Mortality Table Selection
　Formula-Based Mortality Tables
　Law of Large Numbers
　Life Expectancy
　Age Distribution Histograms
　Mortality Table as Survivorship Model
　Stationary Population
　Multilife Annuities
　Last Survivor Annuities
　Contingent Annuities
　Reversionary Annuities
　Last-Survivor Annuity with Pop-Up Provision
　Increasingly Important Concept in Tough Economic Times
Chapter 7: Immediate Variable Annuity Subaccounts
Chapter 8: Rate of Return
Chapter 9: Reserves and Risk-Based Capital
Chapter 10: Immediate Variable Annuity Taxation
Chapter 11: Services and Fees
Chapter 12: Product Distribution
Chapter 13: Individual Immediate Variable Annuity Underwriting
Chapter 14: Legal Issues
Chapter 15: Securities Law
Chapter 16: Forms of Insurance and Insurers
Chapter 17: IVA Business Value to Annuity Company
Chapter 18: Product Development Trends
Chapter 19: Conclusion
Notes
Glossary
About the Author
Index to Notation
Subject Index