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LTC/Life Annuity Combo Products -- New Developments
Program Code:
59
Date:
Friday, May 11, 2007
Time:
8:00 AM to 9:30 AM
MODERATOR
:
Steve M. Largent, FSA, MAAA
SPEAKER
(S):
Lisa Hayes, FSA, MAAA
Cary O. Lakenbach, FSA, MAAA
Brian E. Millsap, ASA, MAAA
Description
The Pension Protection Act of 2006 clarified the tax treatment of LTC/annuity and LTC/life products. Will
life and annuity products finally realize their potential as efficient funding vehicles for other benefits? Is
your company ready to break down its product line silos to combine health and life coverages? Learn
about the opportunities and challenges of joining the combo products market.
This session will describe the evolution of these products, including the marketplace, product design,
regulatory environment, pricing and internal company management.
You will increase your knowledge of:
• Combination products currently in the market;
• The impact of the Pension Protection Act of 2006;
• The challenges of developing products that cross the usual company lines of business; and
• The possible future direction of these products.