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Individual Life Products
Individual Life Products This panel discussion was presented at the SOA's 1976 Spring Meeting in ... Washington D.C. The topic of discussion was Individual Life Products, current economics, inflation, ...- Authors: Robert M Astley, Nicholas Bauer, Jay Jaffe, Anna M Rappaport, Richard S Robertson
- Date: Apr 1976
- Competency: External Forces & Industry Knowledge; Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Code of Conduct; Life Insurance
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Current Issues in Individual Life Dividends
Current Issues in Individual Life Dividends This presentation is a concurrent session from the Annual ... apportionment and dividend illustrations for individual life insurance and annuities. They discuss whether ...- Authors: Bartley L Munson, Thomas C Sutton, Harry D. Garber, J Edwin Matz
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Standards of practice; Life Insurance
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Introduction and Overview
Introduction and Overview Presented at 1995 Valuation Actuary Symposium. Presents updates from ...- Authors: Frank P Dino, Donna Claire, Steven A Smith, Lauren M Bloom
- Date: Sep 1995
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards
- Topics: Actuarial Profession>Code of Conduct; Public Policy
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The Art of the Expert Witness
The Art of the Expert Witness From a session at a meeting of the Society of Actuaries ... benefits;Pension liabilities=Pension obligations;Pension valuation;Risk assessment;Stock options;Taxes=Taxation; ...- Authors: Michael Conefry, Colin Southcote-Want
- Date: May 2000
- Competency: Communication>Active listening; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Professional Values; Professional Values>Ethical standards; Relationship Management>Relationships and trust
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Actuarial Profession>Code of Conduct; Actuarial Profession>Standards of practice; Pensions & Retirement
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The Reality of Professional Conduct
graded down very steeply to equal the statutory valuation interest rate at the 20th duration. It was recognized ... 20th year rate was significantly higher than the valuation rate. Because it had always been the practice ...- Authors: Daphne D Bartlett, W James MacGinnitie, Dale R Gustafson
- Date: Oct 1977
- Competency: Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Code of Conduct; Actuarial Profession>Ethics
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Address of the President, Dwight K. Bartlett III - A Conversation with Friends
report from the Joint Committee on the Role of the Valuation Actuary in the United States. This committee ... that the position of the life insurance company valuation actuary be formally recognized by state insurance ...- Authors: Dwight K Bartlett
- Date: Oct 1984
- Competency: Leadership>Professional network leverage; Professional Values>Ethical standards
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Professional development
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Ethics in Financial Reporting
reporting that must be reflected in the company’s valuation. So OSFI will update the act and has additional ... at all of the appropriate factors or that the valuation is not copasetic, they can demand a review. They ...- Authors: Neville Henderson, Josephine A Robinson, Darryl Wagner
- Date: Oct 2003
- Competency: Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Ethics; Actuarial Profession>Standards of practice; Financial Reporting & Accounting; Public Policy
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Retirement Plan Governance
must name at least one fiduciary. It can be an individual. I think a popular way is by title, such as ... the deemed, or functional, fiduciaries. Any individual or business entity who exercises any discretionary ...- Authors: S Petersen, Anne Button, David K Linneman
- Date: May 2004
- Competency: Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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The Actuary's Potential Fiduciary Responsibility with Respect to Investments
insurance products, the consider- ation of the Valuation Actuary concept, and the increasing use of asset ... essentially tell us that the call is up to the individual as to whether qualifications exist to undertake ...- Authors: Lawrence N Bader, John F Guthrie, Howard H Kayton, Ellen M Torrance, Gary D Simms
- Date: Oct 1988
- Competency: Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Ethics
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Professional Ethics
very early drafting. We want to have a liability valuation cost methods standards as a separate entity and ... ASOP No. 4. We also want to have actuadal asset valuation methods in a separate standard. Then when that ...- Authors: Mary Hardiman Adams, James Murphy
- Date: Oct 1993
- Competency: Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Ethics; Pensions & Retirement