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1

E, Kirsch Clifford, ed. Variable annuities and variable life insurance regulation. New York City: Practising Law Institute, 2005.

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2

Kazmierczak, Jeff. Variable annuity FAQs. Chicago: Dearborn, 2000.

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3

R, Brown Jeffrey. Household ownership of variable annuities. Cambridge, Mass: National Bureau of Economic Research, 2006.

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4

Kalberer, Tigran. Variable annuities: A global perspective. London: Risk Books, 2009.

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5

Williamson, Gordon K. The 100 best annuities you can buy. New York: J. Wiley, 1995.

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6

Conning & Company., ed. Variable annuities: We've only just begun. Hartford, CT: Conning & Co., 1998.

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7

Inc Conning Research & Consulting. Variable annuities: An industry in transformation. [Hartford, CT]: Conning Research & Consulting, 2004.

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8

Lane, Michael F. Guaranteed income for life: How variable annuities can cut your taxes, pay you every year of your life, and bring you financial peace of mind. New York: McGraw-Hill, 1999.

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9

Conners, C. Brian. Financial planning with variable annuities: Continuing education. [Chicago, Ill.]: Dearborn Financial Pub., 1999.

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10

American Bar Association. Committee on Federal Regulation of Securities. and American Bar Association Conference on Variable Annuities and Variable Life Insurance (1976 : Washington, D.C.), eds. American Bar Association Conference on Variable Annuities and Variable Life Insurance. [Chicago: The Section, 1994.

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11

Research, Bernstein, ed. The annuity market: The slowing of a most excellent adventure. [New York]: Sanford C. Bernstein & Co., 1995.

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12

Williamson, Gordon K. All about annuities: Safe investment havens for high-profitreturns. New York: J. Wiley, 1993.

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13

Carstensen, Hans L. A marketing primer: Setting up an annuity program. Chicago, IL: Financial Institutions Marketing Association, 1988.

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14

Publishing, Dearborn Financial, ed. PassTrak, variable contracts. Chicago, Ill: Dearborn Financial Pub., 1992.

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15

Young, Matthew G. The complete guide to investing in annuities: How to earn high rates of return safely. Ocala, Fla: Atlantic Pub. Group, 2010.

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16

Williamson, Gordon K. All about annuities: Safe investment havens for high-profit returns. New York: J. Wiley, 1993.

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17

McCarthy, David. International adverse selection in life insurance and annuities. Cambridge, Mass: National Bureau of Economic Research, 2003.

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18

Young, Matthew G. The complete guide to investing in annuities: How to earn high rates of return safely. Ocala, Fla: Atlantic Pub. Group, 2010.

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19

Conning & Company., ed. Variable annuity marketplace: Thriving in unfamiliar terrain, 2002. Hartford, CT: Conning & Co., 2002.

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20

Baldwin, Ben G. The new life insurance investment advisor: Achieving financial security for you & your family through today's insurance products. Chicago, Ill: Probus Pub. Co., 1994.

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21

E, Boros Joan, Puretz Jeffrey S, and Practising Law Institute, eds. Understanding securities products of insurance companies, 2000. New York, N.Y: Practising Law Institute, 2000.

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22

Institute, Practising Law, ed. Understanding the securities products of insurance companies 2009. New York, N.Y: Practising Law Institute, 2008.

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23

Institute, Practising Law, ed. Securities products of insurance companies in the face of regulatory reform 2010. New York, N.Y: Practising Law Institute, 2010.

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24

Baldwin, Ben G. The life insurance investment advisor: A guide to understanding and selecting today's insurance products. Chicago, Ill: Probus Pub. Co., 1988.

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25

Kartashov, Vasily. Lifecycle portfolio choice with systematic longevity risk and variable investment-linked deferred annuities. Cambridge, MA: National Bureau of Economic Research, 2011.

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26

Institute, Practising Law, ed. Securities products of insurance companies in the course of regulatory reform 2014. New York, N.Y: Practising Law Institute, 2014.

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27

Institute, Practising Law, ed. Securities products of insurance companies and evolving regulatory reform 2012. New York, N.Y: Practising Law Institute, 2012.

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28

Sugano, Dean. Variable annuity contracts under state statutes relating to securities and to insurance. Honolulu, Hawaii: Legislative Reference Bureau, 2006.

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29

Andersen, Carl E. Modern mutual fund families & variable life: Tools for investment growth and tax benefits. Homewood, Ill: Dow Jones-Irwin, 1988.

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30

Kirk, Loury, ed. The PPLI solution: Delivering wealth accumulation, tax efficiency, and asset protection through private placement life insurance. Princeton: Bloomberg Press, 2005.

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31

Board, Financial Accounting Standards. WG&L's complete analysis of ASU 2009-17: Improvements to financial reporting by enterprises involved with variable interest entities. New York, NY: Thomson Reuters/WG&L, 2010.

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32

Dolgoff, Ralph. The Dolgoff Plan for the 1990's: A corporate executive reward program which offers the corporation current tax deductions and deferred tax deductions. Melville, NY: Kings Publishing, 1990.

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33

E, Boros Joan, Puretz Jeffrey S, and Practising Law Institute, eds. Understanding the securities products of insurance companies, 2005. New York, NY: Practising Law Institute, 2005.

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34

Gan, Guojun, and Emiliano A. Valdez. Metamodeling for Variable Annuities. Taylor & Francis Group, 2019.

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35

Gan, Guojun, and Emiliano A. Valdez. Metamodeling for Variable Annuities. Taylor & Francis Group, 2019.

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36

Gan, Guojun, and Emiliano A. Valdez. Metamodeling for Variable Annuities. Taylor & Francis Group, 2019.

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37

Gan, Guojun, and Emiliano A. Valdez. Metamodeling for Variable Annuities. Taylor & Francis Group, 2019.

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38

Gan, Guojun, and Emiliano A. Valdez. Metamodeling for Variable Annuities. Taylor & Francis Group, 2021.

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39

Metamodeling for Variable Annuities. Taylor & Francis Group, 2019.

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40

Gan, Guojun, and Emiliano A. Valdez. Metamodeling for Variable Annuities. Chapman and Hall/CRC, 2019. http://dx.doi.org/10.1201/9781351166607.

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41

Ruggerio, J. Marc. Truth about Variable Annuities. Lulu Press, Inc., 2010.

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42

Werbel, Barnard. VARIABLE ANNUITIES and VARIABLE LIFE INSURANCE PRIMER. 7th ed. Werbel Pub Co, 1989.

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43

Werbel, Bernard G. Variable Annuities and Variable Life Insurance Primer. Werbel Pub Co, 1989.

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44

Dellinger, Jeffrey K. Handbook of Variable Income Annuities. Wiley & Sons, Incorporated, John, 2006.

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45

Dellinger, Jeffrey K. Handbook of Variable Income Annuities. Wiley & Sons, Incorporated, John, 2006.

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46

Dellinger, Jeffrey K. Handbook of Variable Income Annuities. Wiley & Sons, Incorporated, John, 2007.

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47

The variable income annuities handbook. Hoboken, N.J: J. Wiley, 2006.

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48

Williamson, Gordon K. 100 Best Annuities You Can Buy. Wiley & Sons, Incorporated, John, 2008.

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49

Lane, Michael F. Guaranteed Income for Life: How Variable Annuities can Cut Your Taxes, Pay You Every Year of Your Life, and Bring You Financial Peace of Mind. McGraw-Hill Companies, 1998.

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50

Wells, Bruce F. All About Variable Annuities: From the Inside Out. Irwin Professional Pub, 1995.

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