Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • Adoption of 1958 CSO Table
    Adoption of 1958 CSO Table This is a discussion about the adoption of 1958 CSO Table. From Transactions ...

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    • Authors: John H Flittie, Melvin L Gold, Frederick S Townsend, Martin L Zeffert, George Davis, Bert A Winter, William J November, Harold A Garabedian, Eugene W Bates
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Digest - Individual Life Insurance
    Digest - Individual Life Insurance This discussion briefly examines if the generation interest rate ... rate approach is applicable to: individual life insurance, individual annuities, and supplementary contracts ...

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    • Authors: Bert A Winter, Joseph W Hahn
    • Date: Jan 1961
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Individual Life Insurance - Dividends
    Individual Life Insurance - Dividends This is a discussion about indiviual life insurance dividends ...

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    • Authors: Russell M Collins, W Allan Keltie, Albert H Kretschmer, Irwin T Vanderhoof, Robert L Whitney, Bert A Winter, Daton Gilbert
    • Date: Oct 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Ordinary Insurance - Dividends
    income tax basis for qualified pensions involving individual policies, and for certain annuities, rate of ... involving dividends on supplementary contracts. Individual annuities;Taxes=Taxation;Dividends; 1498 3/1/1960 ...

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    • Authors: William A Bailey, Harry Walker, Martin L Zeffert, JASON WARREN CARTER, Bert A Winter, Charles A Yardley, Daton Gilbert
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Pensions & Retirement
  • Analysis of the Rapidly Expanding Company
    earmarked contingency funds such as security valuation reserves. At the earliest durations the reserve ... being especially large under net level premium valuation, where it will frequently be more than the annual ...

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    • Authors: Mohamed F Amer, James C Hickman, J Bruce MacDonald, Peter L J Ryall, Bert A Winter
    • Date: Mar 1963
    • Competency: Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Finance & Investments>Capital management - Finance & Investments; Life Insurance>Pricing - Life Insurance; Public Policy
  • Digest of Discussion of Subjects of General Interest
    Digest of Discussion of Subjects of General Interest These discussions at the 1967 New York and ... rates;Investment policy;Pension funds;Pension valuation;Statutory accounting; 2028 4/1/1967 12:00:00 ...

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    • Authors: John C Antliff, Preston C Bassett, Joseph B Crimmins, James C Hamilton, Howard H Hennington, Bert A Winter, Blackburn H Hazlehurst, John G Selig, Dorrance C. Bronson, Edward A Green, Herbert J. Stark
    • Date: Apr 1967
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Pensions & Retirement>Assumptions and methods
  • Some Observations on Ordinary Dividends
    management reflects a reasonable valuation of their worth. In any individual company, however, the majority ... is indicated when a prospective gross premium valuation based on realistic future estimates of interest ...

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    • Authors: Arthur C Cragoe, Ralph E Edwards, Charles F B Richardson, Bert A Winter, Robert T Jackson, Harlow B Staley
    • Date: Nov 1959
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Book Reviews and Notices
    from partial functions in the multiple decrement table, while Jordan (Chapter 15) retains the parentheses ... formula representing the average savings of an individual who has a disposable income (gross less taxes) ...

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    • Authors: Society of Actuaries, Donald D Cody, James B Gardiner, Eli A Grossman, Robert E Slater, George Davis, Bert A Winter, Edwin B. Lancaster, Thomas N E Greville, M. Albert Linton, Morgan H Alvord
    • Date: Oct 1955
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Demography; Financial Reporting & Accounting; Health & Disability; Pensions & Retirement
  • Ordinary Insurance - Recent Development in Coverages
    the possibility of adverse criticism if the individual investment program is not so successful as expected ... conversion provision is not appropriate for individual situations in which the primary objective is ...

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    • Authors: William H Breeze, Harold J Deutscher, Ardian Gill, Harold G Ingraham, Robert H Jordan, William F Sutton, Christopher H Wain, Bert A Winter, Victor E Henningsen, George W Shelly, Frederic P Chapman, Paul C Moore, Brian James McDonnell
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • New Examination Syllabus
    drawn on the Com- mittee Report as well as the individual comments of Committee members which formed the ... these discussions overlap. For that reason, each individual seeks to be the first one to catch the eye of ...

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    • Authors: Robert C Dowsett, Ernest J Moorhead, JOHN H MILLER, Andrew C Webster, Bert A Winter, Victor E Henningsen, Wilmer A Jenkins, B Franklin Blair, Leroy T Watkins, Bruce E Shepherd, J Edward Morrison
    • Date: Nov 1963
    • Publication Name: Transactions of the SOA