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3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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The Risk Team provides monitoring, analysis, and management of risks within Individual Life and Annuity including our asset strategies, hedge programs and tolerance thresholds. Provide monitoring and management of the annuity hedge programs including maintaining the annuity hedge models, helping oversee the nightly hedge process, and performing sensitivity analysis to support valuation and capital analysis.
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Retirement Plans Marshall University offers retirement through Teachers Insurance and Annuity Association ( TIAA ). Other responsibilities include academic advising of students, participation in ongoing curriculum development and evaluation, professional development, and service to the school of nursing, college of the health of professions, and University through committee work and service.
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Magnet HospitalOpportunities for growth and developmentTuition ReimbursementGenerous paid time offSubsidized MBTA pass (50% discount)Free parking for nights and weekendsResources for childcare and emergency backup careHospital paid retirement plan and tax-sheltered annuity plan.
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This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insuranceand Annuity Corporation (NYLIAC), for the 12months ending December 31, 2021.
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Requisition #: 73035The Role at a GlanceAs an AVP Annuity Inforce Model Governance, you will lead a team to perform comprehensive reviews of various models used in the Annuity business unit for purposes of valuation, projections, pricing, financial planning, and strategic projects.
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Experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents, including Family Limited Partnerships, Grantor Retained Annuity Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales Defective Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies in providing clients with long term wealth planning strategies essential.
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This position, located in the Hartford CT office, will support the valuation and financial reporting of reinsured fixed annuity blocks. Knowledge of annuity or life insurance products and/or background in life and annuity US Statutory and GAAP valuation preferred.
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Note: The Defined Contribution Plan, Supplemental Annuity Plan and Deferred Compensation Program offer a variety of investment options. Contributions to the Alaska Supplemental Annuity Plan in lieu of contributions to Social Security.
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Horizon House offers competitive compensation and a comprehensive benefit package including: medic l & dental, (9) nine paid holidays, generous paid time off, tuition reimbursement, retirement savings plan, voluntary tax sheltered annuity, transit benefit program, opportunities for advancement and more.
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The Trusts & Estates Attorney must have at least three (3) years of recent experience designing plans for high-net-worth clients, including designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration.
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Work closely with the Pension Group Annuity business team providing timely and efficient legal services in the drafting and review of transaction documents in connection with new pension risk transfer business.
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At least 10 years of in-house experience in the life and annuity industry, reinsurance industry, or at a major law firm supporting life, annuity, reinsurance and/or transactional work and preferably insurance company clients.
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Required maintenance of FINRA Series 66 (or 63 and 65) license. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
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Skills - Ingenium (Expert level), Insurance (preferred annuity and/or life), Mainframe – COBOL, JCL, DB2 (must have), CICS, Mantis (Good to have) Skills - Ingenium (Expert level), Insurance (preferred annuity and/or life), Mainframe – COBOL, JCL, DB2 (must have), CICS, Mantis (Good to have.
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annuity job
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