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  • Last Link in Product Development-State Form Filing
    up and try and fix the problem if we don't take care of ourselves. If the state regulators on a file-and-use ... you only have one customer (and you may have a primary customer), you cannot ignore the policyholders ...

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    • Authors: John A Hartnedy, David Hippen, Sandra K Meltzer, Ejaz Haroon, Karen J Allen, Application Administrator
    • Date: Jun 2000
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Enterprise Risk Management>Compliance; Life Insurance; Public Policy
  • Section 7702 & 7702A: An Update
    touched on - that is, the addition of long-term care or terminal illness benefits to in-force life insurance ... happen, namely that the addition of a long-term care or terminal illness rider or benefit onto an existing ...

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    • Authors: Application Administrator, Timothy P Schiltz, John W Holt, Steven D Hooe
    • Date: Apr 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Corporate-Owned Life Insurance
    under- writing, and group administration. The primary advantage of the single premium whole life product ... generally, life insurance is not uscd to provide direct benefits to individuals. Instead, it is used as ...

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    • Authors: Daphne D Bartlett, Application Administrator, Myra B Fox, Edward A Stoeber
    • Date: Apr 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Latest News in Life Mortality Studies
    Atlanta office of Tillinghast-Towers Perrin. His primary area of practice is individual life insurance and ... Associates, an actuarial consulting firm. Her primary areas of practice are experience studies, asset ...

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    • Authors: Application Administrator, Thomas E Rhodes, Tracy A Choka, Michael Taht
    • Date: Oct 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Product Design And Marketing Under Section 7702A
    of that sort, business term insurance, long-term care riders on life insurance contracts) this issue will ... over whether a rider of term insurance on the primary 1054 PRODUCT DESIGN AND MARKETING UNDER SECTION ...

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    • Authors: Application Administrator, Christian J DesRochers, R Richard Retticker
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Emerging Tax Issues
    family term rider included a term rider on the primary or base insured. In fairness, though, I would point ... of that legislative history a term rider on the primary insured is a OAB. Phil, I agree that to the extent ...

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    • Authors: Application Administrator, August Chow, Stanton L Cole, Steven D Hooe, Michael P Cogswell, Thomas A Gick
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Sales Illustrations-We Can't Life with Them, But We Can't Live Without Them!
    even similar policies in different companies. The primary reason is that the assumptions that underlie the ... traditionalparticipatingwhole life. In these policies,the direct effect of any singlenonguaranteedelement cannot ...

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    • Authors: Application Administrator, Bruce Booker, Judy Faucett, Robert M Nelson
    • Date: May 1993
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Problems and Solutions for Product Illustrations
    regulatory group. Understandability was obviously the primary one. We also mentioned accountability for the company ... companies are aware of this. It says the actuary's primary responsibility with regard to illustrated dividends ...

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    • Authors: Application Administrator, Gary Corbett, Robert E Wilcox, George Coleman
    • Date: May 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Failed Contracts Under Internal Revenue Code, Section 7702
    environment that probably means exercise ordinary business care and prudence. All the facts and circumstances are ... neglect, and neglect is the failure to use reasonable care in the filing of a tax return, So in cases of willful ...

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    • Authors: Application Administrator, Christian J DesRochers
    • Date: Oct 1995
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • What's New and Exciting in Insurance Product Taxation?
    insurance under the tax laws. You need to use some care here in deciding whether you run your terminal ... explain what all that is about and why we should care about it. What I want to talk about today is the ...

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    • Authors: Application Administrator, Douglas N Hertz, Brian King
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy