Investments – Page 8

Securitization content.naic.org/cipr-topics/life-insurance-securitization The comment is regarding our discussion of structured transactions wherein securitization of policyholder loans was also mentioned. We at Prudential-Bache are still working on a structured transaction involving policyholder loans. — Dr. V. Michael Shante 1987 – SOA – New Investments and New Investment Strategies, Society of Actuaries – 48p The article discusses the…

Global Debt Issuance 2019 – New York Life – $19B – [LINK] 2020 1113 – Athene – 15B – Offering Memorandum is November 13, 2020

Junk Bonds – Media Executive-Life-Junk-Bonds-The_Los_Angeles_Times_Fri__Apr_12__1991_-scaled 1991-Junk-Bonds- Lincoln_Journal_Star_Thu__Sep_19__1991_

GICs – Guaranteed Investment Contracts FABN – Funding Agreement-Backed Note GICS – AIG – FCIC GIA’s Guaranteed Interest Contracts Stable Value Unallocated Annuity Contracts 412(i) 1991 0903 – NYT – Worry Over Retirement Funds, By Eric N. Berg – [link] GIC’s, Executive Life, Mutual Benefit Also, you had a lot of different interests in Executive Life.…

Surplus Notes 1989 – SOA – Securitization of Assets, Society of Actuaries – 10p 1995 – SOA – Survival Strategies for Mutuals, Society of Actuaries – 14p 2015 – Book – The Insurance Forum: A Memoir, contains a chapter (Chapter 25) devoted to the subject of surplus notes., by Joseph Belth – 11p 2016 0710 – IAIS – Risk-based Global…

Life Settlements 2010 0722 – SEC – Life Settlements Task Force – Staff report to the United States Securities and Exchange Commission – 93p 2009 0924 – GOV (House) – Recent Innovations in Securitization, Paul E. Kanjorski (D-PA) [PDF-123p, VIDEO-archive.org] Written statement of Joseph M. Belth – p103- Testimony – Susan Voss (IA) – NAIC House…

Securities Lending Securities Lending – Index Securities Lending – AIG Securities Lending – AIG – FCIC Securities Lending – FCIC Securities Lending – FRB Securities Lending – Insurance Regulators Figure 7 illustrates our identification strategy by focusing on the differences in lending behavior between MetLife and AIG. 2019 – FRB – Over-the-Counter Market Liquidity and…

Unit Linked In the United Kingdom variable life assurance is known as “unit-linked” life assurance or merely “linked” life assurance. Its development was untidy and is not well documented, but over a period of about fifteen years it has grown from being an oddity to being a significant proportion (3.5 per cent) of the new-business…

Assets https://www.acli.com/-/media/ACLI/Files/Fact-Books-Public/02FB19FChap2Assets.ashx?la=en#:~:text=Life%20insurer%20holdings%20of%20corporate,(Table%202.1%2D2.2). https://fred.stlouisfed.org/release/tables?rid=52&eid=804724#snid=804747

Derivatives Derivatives, Options, Swaps etc – Government Hearings Commodity Futures Modernization of 2000 1984 – SOA – Options and Futures — A Teaching Session, Society of Actuaries – 26p 1994 0518 – GAO – Financial Derivatives: Actions Needed to Protect the Financial System – GGD-94-133 – 200p 1994 – SOA – NAIC Model Investment Law…