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  • Annuity Financial Reporting Issues
    Attendees learn of recent financial reporting activity, including Actuarial Guideline MMMM, the new AICPA Standard ... Standard Of Practice 'SOP' on Non-Traditional contracts, a new SOP on internal replacements, ...

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    • Authors: Robert Frasca, Michael J O'Connor, Timothy J Ruark
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting
  • Equity Forms of Savings
    Equity Forms of Savings Summary of panel discussion which looked at the implications for life insurance ... companies of the increasing interest in equity forms of savings, as evidenced by the growth of mutual funds ...

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    • Authors: Society of Actuaries, Robert M Duncan, Harry M Sarason, Edward G Wendt, Harold R Lawson
    • Date: Apr 1954
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Finance & Investments>Investment policy; Life Insurance
  • Accounting For Interest-Sensitive Products
    types of products involved, accounting alternatives, federal income tax considerations, status of FASB ... FASB proposal, requirements of SEC, and asset/liability matching requirements of regulators. Deferred annuities;Financial ...

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    • Authors: B F Dunn, Charles D Friedstat, Daniel J Kunesh, Linda S Need
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance>Universal life
  • Current Topics: Canadian Insurance
    Topics: Canadian Insurance This is a discussion of the current topics in Canadian insurance. Specifically ... development, financial considerations, management of existing business, and outlook for field force.

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    • Authors: Robert M Astley, Charles C McLeod, Gary Mooney, D Ted Steven
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Federal Income Taxes - Insured And Annuitant Perspective
    proposals for changing the tax law with respect to the taxation of personal income: The tax climate that led ... these proposals, A description of the major proposals including the Treasury proposal pending in Congress ...

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    • Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • Current Topics in Annuity Financial Reporting
    Current Topics in Annuity Financial Reporting Presented at May 1996 Spring Meeting. This session ... provides an update on current annuity financial reporting topics, including: status of annuity valuation ...

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    • Authors: Thomas Campbell, Errol Cramer, John Harrington
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
  • Competitors to the Life Insurance Industry
    Competitors to the Life Insurance Industry Presented at May 1996 Spring Meeting. Speakers from ... address, for their industry, the nature of customer contact, methods of distribution, investment management ...

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    • Authors: John Fenton, John Hele, Richard Charles Murphy, Michael Taht, Martin Rasmussen
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Guideline 33 Implementation Issues
    including: the success in getting states to accept three-year spread, implementation issues, effect of AG 33 ... 33 on new contract wording, and accuracy of early estimates. Annuity reserves;Statutory accounting;Withdrawals; ...

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    • Authors: Gregory Broer, Paul D Facey, Robert LaLonde
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Market Value Adjusted Products
    Market Value Adjusted Products Presented at June 1986 Spring Meeting. This session discussion ... products. Cash value;Investment strategy;Market value of assets;Nonforfeiture benefits;Premiums;Product d ...

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    • Authors: Mark I Brandes, Joseph J Buff, Donald R Sondergeld, Michael R Tuohy, Marc G Verrier
    • Date: Jun 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Market Value Adjusted Products
    overview of MVA products. Investment strategy;Life reserves;Market value of assets;Market value of liabilities;National ... liabilities;National Association of Insurance Commissioners=NAIC;Nonforfeiture benefits;Product development; ...

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    • Authors: Application Administrator, David A Hall, Robert Howard, Craig R Raymond, Donald R Sondergeld
    • Date: Oct 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance