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  • Small Pension Plans
    Small Pension Plans This panel discussion examines the valuation problems, funding methods, ... Pension Plans This panel discussion examines the valuation problems, funding methods, valuing ancillary benefits ...

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    • Authors: Joseph P Macaulay, G Mitchell, John C Muehl, David R Nesselle
    • Date: May 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding; Pensions & Retirement>Plan design
  • Investment-Indexed Annuities
    Investment-Indexed Annuities Presented at May 1996 Spring Meeting. Discusses product design and pricing, ... hedging and other investment strategies, and valuation issues. Investment strategy;Marketing and di ...

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    • Authors: G Mitchell, Timothy Pfeifer, Thomas F Streiff, JOSEPH THIAM HOCK TAN
    • Date: May 1996
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Equity-indexed annuities
  • Variable Annuity Guaranteed Minimum Death Benefits
    speaker will be Steve Habegger who is director of Individual Life Insurance Products for Lincoln National ... but on a life insurance policy to be sold with individual retirement accounts (IRAs), that had a sales ...

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    • Authors: Garth A Bernard, G Mitchell, Steven Habegger, John Slater
    • Date: Apr 1995
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Annuities>Variable annuities
  • Equity-Oriented Products
    working with. MR. GEORGE T. MITCHELL: To get an individual, qualified, variable annuity product on the ... continually taking a customer in and out of funds. An individual switch from one fund to another may not be improper ...

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    • Authors: William C Brown, John J Byrne, Ardian Gill, Donald S Grubbs, Harold G Ingraham, John T Longmoore, John Macarchuk, G Mitchell, John M Sutherland, Harry Walker, Charles B Baughman, Peter R Wilde, Leslie A Cannon, Robert N Powell
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • The Financial Reporter
    rates were excluded from reserve calculations. Table I shows amounts assuming that interest rates over ... Analysis of FAS 133 (Part 1) continued from page 5 Table I Balance Sheet Beginning of Year 1 2 3 4 5 6 Closed ...

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    • Authors: Robert A Brown, Anson Glacy, Larry M Gorski, R Thomas Herget, G Mitchell, Thomas Nace, Edward Robbins, Raymond Ted Schlude, Darryl Wagner, Michelle Chong Tai-Bell, Patricia Matson
    • Date: Feb 2000
    • Publication Name: The Financial Reporter
  • The Financial Reporter
    implementation of determining select mortality valuation factors for term insurance and related products ... to include guidance for the classification and valuation of sepa- rate account assets and liabilities, ...

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    • Authors: David N Becker, Thomas Campbell, Harold Forbes, Larry M Gorski, G Mitchell, Stephen N Patzman, Edward Robbins, Hans J Wagner, Glyn A Holton, Cecilia Green
    • Date: May 1999
    • Publication Name: The Financial Reporter
  • Editor’s Notes
    statutory valuation and tax issues forindividual life insurance. The newXXX rules on valuation techniques ... suggesting that the guaranteed maturity premium (the valuation net premium, if you will) for flexible premium ...

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    • Authors: G Mitchell
    • Date: Oct 1999
    • Publication Name: The Financial Reporter
  • Editor's Notes
    Editor's Notes Editor's Notes by G. Thomas Mitchell from The Financial Reporter, ... implementation of determining select mortality valuation factors for term insurance and related products ...

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    • Authors: G Mitchell
    • Date: May 1999
    • Publication Name: The Financial Reporter
  • Setting the X FactorPercentile— Commentary
    Setting the X FactorPercentile— Commentary Setting the X Factor Percentile— Commentary by G. Thomas ... as part of the DFCA presen- tation at the last Valuation Actuary Sym- posium. You may contact Syed Ali ...

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    • Authors: G Mitchell
    • Date: Oct 1999
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • Segregated Funds Seminar Illuminates Equity Guarantees Risks
    cost of guarantees; “Invest- ment Returns for Individual Funds”; and “Policyholder Behavior and Policy ... exclusions, such as divergences between index and individual fund performance and divergences due to fund ...

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    • Authors: G Mitchell
    • Date: Feb 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Variable annuities; Enterprise Risk Management