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  • 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
  • Miscellaneous
    indebtedness as a deduction in calculat- ing individual income taxes? B. Many actuaries become involved ... annuities. These combination plans permit an individual, under present tax law, to reduce estate taxes ...

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    • Authors: Frederick W Clark, Waid J Davidson, Ralph E Edwards, Ralph H Goebel, Harold G Ingraham, Charles W McMahon, David G Scott, W Tris Stevens, Christopher H Wain, Carl Fischer, J Henry Smith, Eugene Wisdom, Morton A Laird, Leslie A Cannon, T Arnol Crowther, James G Bruce, Ellsworth E Strock
    • Date: Jan 1961
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Life Insurance