A sample bibliography from the holdings of the
Kathryn & Shelby Cullom Davis Library
St. Johns University, Manhattan Campus
101 Murray Street, N.Y., N.Y. 10007
Last Update: January 18, 2008
Abel, Andrew B.
“The implications of insurance for the efficacy of fiscal policy.” Journal of risk and insurance 55, no.2, June, 1988 : 339-378.
Andersen, Carl E.
Modern mutual fund families & variable life : tools for investment growth and tax benefits. Homewood, Ill.: Dow Jones-Irwin, 1988.
Baldwin, Ben G.
The new life insurance investment adviser : achieving financial security for you & your family through today's insurance products. Rev. ed. Chicago, IL : Richard D. Irwin, 2002.
Boros, Joan E.
Understanding variable insurance products. New York : Practising Law Institute, 1998.
The economic role of annuities. Chicago: Catalyst Institute, 1998.
Brenner, George D.
“Are pension assets reachable by creditors?” American society of CLU & ChFC. Journal 42, no.3, May, 1988 .68-71.
Cannon, Edmund Stuart
Survey of annuity pricing. Leeds: Corporate Document
Chandler, Darlene K.
The annuity handbook : a guide to nonqualified annuities. 2nd ed. Cincinnati, OH : National Underwriter Co., 2005..
Clark, Gordon L. (ed.),
Oxford handbook of pensions and retirement income. New York: Oxford University Press, 2006.
Commerce Clearing House.
Working with tax-sheltered annuities : 403(b) plans explained.
Chicago, IL, 1995.
Commito, Thomas F.
When an "annuity" is a "security" SEC regulation and its implications. American society of CLU & ChFC. Journal, .43, no.1, January, 1989, p.24-29
Conant, Roger R.
Individual annuities : is the party over?, the industry responds. Hartford, CT : Conning & Company and LIMRA, 1996.
Daily, Glenn S.
The individual investor's guide to low-load insurance products ; how, what, where to buy insurance wholesale.Chicago : International Publishing Corp, 1990.
Day, J. Edward, 1914-
“A variable annuity is an annuity.” Insurance law journal December, 1955 395, 775-787.
Deas, R. Graham.
Annuity approximations ; simplified methods of calculating individual and grouped reserves for (a) death benefits and (b) temporary life annuities. In: Society of Actuaries. Transactions, ( v.20, pt.I, 1968. p.1-12 )
Dellinger, Jeffrey K..
The handbook of varaiable income annuities. Hoboken, N.J. : Wiley, 2006.
Financial literacy: introduction to the mathematics of interest, annuities, and insurance. Lanham, MD :University Press of America, 2003.
Annuities and lifetime income : the anglo-saxon experience
Benefits quarterly, v. 20, no. 4 (4th quarter, 2004) p. 48-56.
Mason, Paul J.
“Analyzing the SEC's proposed changes to the regulation of insured retirement vehicles.” American Society of CLU & ChFC. Journal, .47, no.6, November, 1993 p.60-64,.
McNamara, Michael J.,
“Investment returns of variable annuities : recent results.” Benefits quarterly, .6, no.4, 1990 61-68.
Milevsky, Moshe Arye,
The calculus of retirement income: financial models for pension annuities and life insurance. New York, N.Y. : Cambridge University Press, 2006.
Morris, Virginia B.
Creating retirement income, 3rd ed. New York: Lightbulb Press,
Snouffer, Gary H.
The sales & marketing guide to variable annuities Cincinnati, OH : The National Underwriter Co., 1997.
Soogland, William L.
“Fiduciary duty : what does it mean?” Tort & insurance law journal .24, no.4, . Summer, 1989 803-831.
Standard and Poor's Corporation.
Individual annuities market report. New York, 1991.
Vokes, Barry S.
“Unconventional annuity products in the 403(b) tax sheltered annuity market ; design, marketing, and rating considerations.” Journal of insurance regulation.12, no.1, Fall, 1993 p.95-137.
Wallace, Robert H.
Guaranteed principal plus interest : the growth of annuity companies. American Society of CLU & ChFC. Journal.47, no.3, May, 1993 .73-77.
Werbel, Bernard G., 1904-
Variable annuities and variable life insurance primer. 7th ed. Dix Hills, N.Y. : Werbel Pub. Co., 1989.
“The inefficiency private constant annuities.”. Journal of risk and insurance, .60, no.3, September, 1993 .385-412,