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

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  • Editorial
    Editorial Article Editorial by Moorhead in The Actuary, February 1979, Volume 13, Number 2 Budgets;Individual ... February 1979, Volume 13, Number 2 Budgets;Individual life plans;Life insurance;Life Insurance Marketing ...

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    • Authors: Ernest J Moorhead
    • Date: Feb 1979
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Insurance for the Wealthy: Update on the Private Placement Market
    be available with daily liquidity and daily valuation. They avoid SEC registration but require something ... more premiums and a lot more sales from 100 individual owners. In 1997, there was the National Securities ...

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    • Authors: David A Christopher, Daniel Theodore, Hugh McCormick, Gabriel Schiminovich
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Nathaniel Ingersoll Bowditch
    these assumptions arc displayed in the following table. Principal 1979 OASDI Trustees Report Long-Range ... scholarly nature by Bowditch. He did publish a table for computin g the interest on a trust deposit ...

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    • Authors: Dwight K Bartlett
    • Date: Mar 1979
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Public interest representation; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Ethics; Annuities>Investment strategy - Annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Digest: Marketing Trends
    but probably most of the savings lost in the individual area have been lost to the "variable" class ... funds. The internal operations are based upon a valuation of units as of the last day of each month. At ...

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    • Authors: Elmer R Benedict, Harold J Brownlee, John F Ryan, Dean A Wahlberg, Christopher H Wain, Arnold Brown, Victor E Henningsen, Richard M Sellers, Harold R Lawson, Edward Ruse, Frederic P Chapman, Stanley W Boyle, Melvin C Pryce
    • Date: Jun 1961
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Life Insurance
  • VLI - The Answer To A Marketing Dilemma?
    999628. This occurs in the 1971 Individual Annuity Mortality table for ,ages as high as x z y = 65. ... the (discourag- ing) figures as to trends in individual investor participation in the stock mar- ket ...

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    • Authors: Walter N Miller
    • Date: Jan 1978
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Competitors to the Life Insurance Industry
    significant competitive pressure. The number of individual life insurance polices sold has generally been ... Shopping Direct with Technology Market Segments Individual Income Geography Buying Preference Age Attitude ...

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    • Authors: John Fenton, John Hele, Richard Charles Murphy, Michael Taht, Martin Rasmussen
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Dropping Like A Rock - Dealing with Falling Interest Rates and Equity Markets Outside the United States and Canada
    For example, let's look at software for the valuation system or administration system. Many Asian companies ... build things. Save. What's happened in the individual life market? Let's look at savings products, ...

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    • Authors: Shu-Yen Liu, Thomas Jaros, Jim Toole, Daniel DeKeizer
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Life Insurance
  • Miscellaneous Questions
    promotional expenses? 4. Are there any underwriting, valuation or other administrative problems associated with ... in preparing premium rates, policy forms and valuation factors and the MISCELLANEOUS QUESTIONS D339 ...

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    • Authors: John C Bertram, Louis Garfin, Paul E Martin, John Price, Robert C Tookey, George R. Wallace, Stanley W Boyle, Geoffrey F N Smith, Herbert H Blakeman
    • Date: Jan 1961
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • How Can a Smaller Company Sell Big Company Products?
    How Can a Smaller Company Sell Big Company Products? Presented at May 2002 Spring Meeting. Discusses ... need them is to run that business through my valuation system." So the outsider will run the reserves ...

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    • Authors: Edward Burns, Paul Grinvalds, A Hemphill, Jim McWilliams
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance