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  • Overview and Outlook for Public Issues Involving the Actuary
    the U.S. the Reagan fiscal proposals were the primary topic of conversation. It was emphasized that these ... options, (2) employer coalitions, working with health care providers on cost containment, and (3) legislative ...

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    • Authors: Richard L Hall, W Paul McCrossan, Carl R Ohman, Rodney R Rohda, Ian M Rolland, Dale R Gustafson, Charles E. Rohon, Cynthia M. Clancy, Stephen B. Kellison
    • Date: May 1981
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession
  • Federal Income Tax
    for the in- crease in loading, and there is no direct analogy to this in tax accrual accounting. Many ... of this ex- pense. I wonder if anybody would care to comment on that particular issue. CHAIRMAN ...

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    • Authors: Ralph J Eckert, Thurston P Farmer, Rea B Hayes, John W Paddon, E Brian Staub, Charles F B Richardson, Dale R Gustafson, George H Davis, Charles W. Southern, Lloyd J Brown
    • Date: May 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Tax accounting
  • U.S. Federal Income Tax
    impact the answer to the unanswered questions, so, care must be taken in the initial design step. The potential ... respond to that fear. One of the mutual companies' primary interest has been to focus oH a level product by ...

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    • Authors: Gary Muller, Godfrey Perrott, Richard S Robertson, Ronald Wegner, Dale R Gustafson
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting
  • The Life Insurance Policy Of 1975 - Equity Based?
    subject LO SEC jurisdiction, principally because no direct investment risk is carried by the policy owner ... that the in-r\ vestment results may be assigned direct. ly to the policyholders. There has been consiclcrable ...

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    • Authors: Dale R Gustafson
    • Date: Jun 1970
    • Competency: Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance
  • Digest of Discussion at Concurrent Sessions
    an individual or individuals with whom he has a direct or indirect financial or organizational relationship ... D438 DISCUSSION- -CONCURRENT SESSIONS The primary purpose of this act is to protect plan participants ...

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    • Authors: E Paul Barnhart, Preston C Bassett, Lynd T Blatchford, Edwin F Boynton, James J Connors, Edward H Friend, Allan D Greenberg, Robert H Jordan, Daniel J Kunesh, Thomas Levy, Robert F Link, David L Lively, Russell Mueller, Robert J Myers, Richard P Peterson, Henry B Ramsey, John G Wallace, David S Williams, Rodney C Wilton, John W Wood, Charles Barry H. Watson, Dale R Gustafson, Sidney Benjamin, Application Administrator
    • Date: Jan 1974
    • Competency: External Forces & Industry Knowledge; Professional Values>Ethical standards
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Ethics; Demography>Population data; Life Insurance; Pensions & Retirement
  • Graded Premiums
    Graded Premiums This discussion on graded premiums looks at the effect of graded premiums on the ... including very substantial ones, are using the direct policy fee approach. The stock companies seem ...

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    • Authors: Frank H David, Ernest J Moorhead, Julia Augusta Oldenkamp, Dale R Gustafson, Victor E Henningsen, William C. McCarter, James B Copple
    • Date: Mar 1959
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Treatment of Existing Life Insurance Policyholders in Times of Rapidly Changing Economic Conditions
    our books. Retention of existing business is a primary factor of defensive motivation. The next category ... force, Mr. Rugland accurately described the two primary motivating forces for Northwestern Mutual as being ...

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    • Authors: Michael B Hutchison, Sidney A LeBlanc, James Reiskytl, Walter Rugland, Dale R Gustafson
    • Date: Oct 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Miscellaneous
    Miscellaneous This is a discussion of miscellaneous topics. From the Transactions of Society of Actuaries ... related to the field force, since that is the primary source of your persistency or lack of it. The ...

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    • Authors: Leon D Forbes, Billy N Joyner, James W Kemble, Will R Mullens, Robert C Tookey, Dale R Gustafson, Lyle H Barnhart, Charles H Barnaby, Floyd A Bash, William H. Phillips
    • Date: Oct 1962
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Reinsurance>Life reinsurance; Technology & Applications
  • Professional Conduct and Independence of the Actuary
    Professional Conduct and Independence of the Actuary This panel discussion, presented at a 1976 SOA ... It is up to the Qualified Actuary to avoid a direct or indirect association with a violation of the ...

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    • Authors: Edward H Friend, John S McCoy, Dale R Gustafson, George R. Wallace
    • Date: Jun 1976
    • Competency: Professional Values>Ethical standards
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession
  • Digest of Reports on Topics of Current Interest
    Digest of Reports on Topics of Current Interest This is a digest of reports on topics of current ... spread and the significance of the widening, extreme care must be taken. There are at least four factors ...

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    • Authors: Ernest J Moorhead, Albert Pike, William Henry Schmidt, JOHN H MILLER, Dale R Gustafson, Wendell Milliman
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession; Public Policy; Public Policy