Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Insurance for the Wealthy: Update on the Private Placement Market
    Insurance for the Wealthy: Update on the Private Placement Market Presented at May 2002 Spring Meeting ... Panelists discuss the latest product, distribution and regulatory aspects of this growing market.

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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
  • Exploring at the Velocity of Diversification
    Exploring at the Velocity of Diversification In the June 2014 issue of Product Matters, Doug Robbins of Pacific ... entitled “Velocity of Diversification.” Therein, he proposed a pricing measure that describes the “…speed at ...

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    • Authors: Daniel Theodore
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Payout annuities; Annuities>Product development - Annuities; Enterprise Risk Management>Risk appetite; Experience Studies & Data>Mortality
  • Variable Products - Pricing Issues
    Variable Products - Pricing Issues In session 11 PD of the Washington Annual Meeting panelist discuss major ... including life and annuities. From the Record of the Society of Actuaries, Vol. 23, No. 3. Guaranteed ...

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    • Authors: Timothy J Ruark, Daniel Theodore, Nancy Kenneally
    • Date: Oct 1997
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities
  • Product Matters! September 2006, Issue No. 66
    Product Matters! September 2006, Issue No. 66 Full version of Product Matters! September 2006, ... Matters! September 2006, Issue No. 66 Full version of Product Matters! September 2006, Issue No. 66. 26148 ...

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    • Authors: Carl Friedrich, Donna Claire, Daniel Theodore, Steven Siegel, Kenneth Joyce, Dominique Lebel, Rebecca B Scotchie, Simpa Baiye
    • Date: Sep 2006
    • Publication Name: Product Matters!
  • Product Matters! November 2002, Issue No. 54
    Product Matters! November 2002, Issue No. 54 Full version of Product Matters! November 2002, ... Matters! November 2002, Issue No. 54 Full version of Product Matters! November 2002, Issue No. 54. 26139 ...

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    • Authors: Application Administrator, Douglas Doll, Jay Jaffe, Michael Kaster, Daniel Theodore, Susan Kimball, Michael Taht, Mary J Bahna-Nolan, Andrew M Erman, John J Spina
    • Date: Nov 2002
    • Publication Name: Product Matters!
  • Implementing the Illustration Regulation: The Clock is Ticking
    Implementing the Illustration Regulation: The Clock is Ticking Presented at October 1996 Annual Meeting ... Meeting. Discusses the new regulatory requirements, including the invention of an illustration actuary ...

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Introduction to Private Placement VUL
    Matters! November 2002 – Issue No. 54 The Market M any companies have been movingto offer ... exotic lands around the globe. The issuers range from the largest multi-line carriers to the smallest offshore ...

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    • Authors: Daniel Theodore
    • Date: Nov 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life