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Tax Parity For Individual Life Insurance Products
Tax Parity For Individual Life Insurance Products This panel at the SOA 1982 Orlando Spring Meeting ... Meeting discusses tax parity for individual life insurance companies and products. The focus is on some of ...- Authors: John K Booth, Gene W Buchter, James C Hamilton, Dale R Gustafson
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
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Digest of Reports on Topics of Current Interest
Digest of Reports on Topics of Current Interest This is a digest of reports on topics of current ... Outlook Study, 2. Mortality Investigation on Individual Lives, and 3. Legislative Matters of Interest ...- Authors: Ernest J Moorhead, Albert Pike, William Henry Schmidt, JOHN H MILLER, Dale R Gustafson, Wendell Milliman
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession; Public Policy; Public Policy
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Digest of Discussion at Concurrent Sessions
Security and employee benefits in western Europe, 8. Individual medical expense insurance, 9. Reserves and related ... No. 61. Accounting standards;Annuity reserves;Individual health plans;Marketing and distribution;Principal-agent ...- Authors: William H Aitken, Arthur W Anderson, John C Antliff, James A Attwood, Dwight K Bartlett, Stephen D Bickel, Claude Boily, John M Bragg, Alden W Brosseau, George Brummer, Burton E Burton, Paul A Campbell, George F S Clarke, Donald D Cody, John M Cole, G Ashley Cooper, Laurence E Coward, Raymond L Crapo, Joseph B Crimmins, William Cunningham, James A Curtis, Richard Daskais, Waid J Davidson, Frank P di Paolo, Robert C Dowsett, William A Dreher, Samuel Eckler, Lawrence A Ehrhart, Linda B Emory, Robert G Espie, William A Feeney, Niels H Fischer, John H Flittie, P William Forester, Application Administrator, John J Gianino, Melvin L Gold, Robert B Goode, Myles L Grover, Donald S Grubbs, Albert Gubar, William A Halvorson, Narindra N Handa, S Martin Hickman, Anthony J Houghton, Robert N Houser, William C Hsiao, Harold G Ingraham, John G Ireland, Fenton R Isaacson, A Henry Kunkemueller, Gerald A Levy, Robert F Link, John Macarchuk, John B Massey, Paul J Mason, Daniel J McCarthy, Daniel F McGinn, Walter N Miller, John B Moore, Joseph W Moran, Robert J Myers, James Olsen, Thomas K Pennington, Donald M Peterson, Albert Pike, James L Purdy, Anna M Rappaport, Donald H Reid, Alan Richards, C Ronald Riley, Walter Rugland, Charles Schaller-Kelly, Alan W Sibigtroth, Conrad Siegel, J Darrison Sillesky, Walter W Steffen, Harry L Sutton, John R Taylor, Samuel H Turner, Marc M Twinney, Harry Walker, George N Watson, David A Webster, William White, Ross J Wilson, William C Wirth, John Miller, Charles L. Trowbridge, James Ross Gray, Frank L Griffin, W Harold Bittel, James C H Anderson, H R Dienst, John Dyer, Dale R Gustafson, Paul T Bourdeau, J Edwin Matz, John C Fraser, Walter Klem, Harry E Blagden, Donald R Anderson, Alfred L Buckman, Charles M Sternhell, Edward A Green, Frederick P Sloat, Royal A Johnson, W Gilbert Cook, John C Archibald, Delos H Christian, Schuyler W Tompson, Harold Thompson
- Date: Oct 1969
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Pensions & Retirement>Pension legislation and regulation
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Digest of Discussion at Concurrent Sessions
Digest of Discussion at Concurrent Sessions The following topics were discussed at concurrent ... Cafeteria benefit plans;Financial management;Pension valuation;Policy loans;Survivor benefits=survivor pension ...- Authors: John C Antliff, Thomas A Beckert, Robert C Benedict, John H Biggs, Arthur C Cragoe, Richard Daskais, William A Dreher, Ted Dunn, Thomas F Eason, Richard Gibbs, Ardian Gill, Charles Greeley, Robert N Houser, Harold G Ingraham, John G Ireland, Frank S Irish, Joseph A Krenz, Robin B Leckie, Claude J Martineau, Edward W Maroni, Daniel F McGinn, Richard S Miller, Thomas K Pennington, Donald M Peterson, George W Poznanski, Jean-Pierre Provencher, Henry B Ramsey, James Reiskytl, Jack A Rollier, D'Alton S Bill Rudd, Jerome M Stein, Carl W Voss, E John Woolsey, Howard Young, Martin L Zeffert, William M Roth, Dale R Gustafson, Kenneth R MacGregor, Robert T Jackson, Christian L Strom, Harlow B Staley
- Date: Jan 1974
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Standards of practice; Life Insurance
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Meeting Recap
Meeting Recap This presentation is an overview of the Meeting from the Record of the ... classification in the 1980's, nonforfeiture and valuation concerns in the 1980's and effect of taxation ...- Authors: David R Carpenter, Gary Corbett, James Lee Lewis, Dale R Gustafson
- Date: Apr 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
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Reports on Topics of Current Interest
are needed in maximum statutory nonforfeiture, valuation, and policy loan rates in view of the level of ... suggested the need of consideration of a new mortality table at the same time. This problem is still with us ...- Authors: John M Bragg, Robert J Myers, Dale R Gustafson
- Date: Jun 1970
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession; Public Policy
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Unassigned Surplus and Contingency Reserves
depending upon (a) basis of asset valuation; (b) basis of liability valuation, including interest rate, method ... contingency reserves and mandatory se- curity valuation reserve; and (d) capital. If, under a given ...- Authors: Dwight K Bartlett, Thomas P Bowles, John M Bragg, Robert G Espie, Louis Garfin, Meno T Lake, Charles W McMahon, Will R Mullens, Harry Walker, Dale R Gustafson, Edward A Green, William M Anderson, Max Bruce Willard Batho, Eugene F Porter, Henry S Beers, Joseph R Pickering
- Date: Oct 1967
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting
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Persistency
Perhaps most significant, although our sales of individual in- surance for the first two months of this ... affected by the agent's renewal lapse rate. In INDIVIDUAL LIFE INSURANCE D71 addition to the basic new ...- Authors: Ernest J Moorhead, Will R Mullens, Christopher H Wain, Charles F B Richardson, Dale R Gustafson, William J November, George Y Cherlin, Victor E Henningsen, Joseph W Hahn, John W Lincoln, Eugene W Bates
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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Analysis of Basic Actuarial Theory for Fixed Premium Variable Benefit Life Insurance
actuarial con- cepts underlying the standard valuation and nonforfeiture laws in order to accommodate ... according to the Z, factors. I l lustrative Results Table 1 illustrates the calculation of face amounts of ...- Authors: John K Booth, John M Bragg, Donald D Cody, Steven L Cooper, D Frank Deal, Frank P di Paolo, Ralph E Edwards, John H Harding, Gerald A Levy, Walter N Miller, James Murphy, Stewart G Nagler, Cecil J Nesbitt, Robert J Randall, D'Alton S Bill Rudd, Samuel H Turner, Harry Walker, Paul Markham Kahn, Dale R Gustafson, John C Fraser, Charles M Sternhell, Charles B Baughman, Russel E Munro
- Date: Nov 1969
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Public Policy
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Discussion - Actuarial Note: Terminal Reserves from Mean Reserves and Net Premiums
Year." Our company uses the seriatim method of valuation and our transaction cards show both the prior ... mean reserves and amounts of insurance for each valuation basis, using the average age con- stants which ...- Authors: William A Spare, Dale R Gustafson
- Date: Sep 1951
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Reserves - Life Insurance