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  • A New Look at U.S. Nonforfeiture Regulation
    law based on some sort of compromise that takes care of needs and desires of the industry. That's what ... proposed expansion to 7702 and that's to add long-term care as a qualified additional benefit. Other than that ...

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    • Authors: William Carroll, Barbara Snyder, Douglas Doll
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Non-forfeiture benefits; Public Policy
  • Accounting For Internal Replacement Programs
    renewal insurance contracts. That, of course, is the primary criteria for determining that a cost is eligible ... result from the policies remaining in force. The primary reason for gains from this product is that there ...

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    • Authors: Kriss Cloninger, Paul F Kolkman, Daniel J Kunesh, Howard L Rosen, Joseph A Sikora
    • Date: May 1985
    • 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: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Current Topics - Financial Reporting
    operations (Annual Statement page 5) separated by direct, assumed, and ceded business. This would require ... increase in reserves (Annual Statement page 6) for direct business only. Work continues on a model act which ...

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    • Authors: Carolyn Goodale, Donald M Keith, Paul F Kolkman, William J Schreiner
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting
  • International Operations Accounting
    entity. It is generally characterized by lack of direct control over management. In this case, the item ... of unit-linked business in the U.K. There is a direct relationship between that and variable life insurance ...

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    • Authors: David H Atkins, Richard P Burrows, Charles Carroll, Philip Polkinghorn, Michael R Tuohy
    • Date: May 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting; Global Perspectives>Multinational companies
  • Federal Income Tax Impact On Product Design And Cost
    it limited to 15 percent. The stock companies' primary argument about the bill was that the segment balance ... marketplace with the same level of tax. Both lost their primary arguments. However, the industry came out pretty ...

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    • Authors: Jay Jaffe, Hsien-Ming K Keh, Andrew M Kerstein, Sidney A LeBlanc, Randall Mire
    • Date: Apr 1985
    • 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: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Public Policy
  • The Federal Trade Commission 'FTC' Report
    The Federal Trade Commission 'FTC' Report This meeting session was presented ... products and the proper disclosure of such cost are primary roles in our industry for actuaries. Actuaries ...

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    • Authors: Bartley L Munson, William White, John P Meyerholz
    • Date: May 1980
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Public Policy
  • Investment Manager Searches for Insurance Companies
    earlier. Typically, with our group, we have the primary contact being a relationship manager, who typically ... insurance strategy issues. But typically, the primary contact is a relationship manager who is a portfolio ...

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    • Authors: Frederick W Jackson, Victor Modugno, Ronald S Oldenkamp, Michael J Christ
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments
  • Setting the Standards - The Actuarial Standards Board 'ASB' and the Canadian Institute of Actuaries
    6 RECORD, Volume 22 We’ve discussed the primary methods used in selecting economic assumptions ... for an ongoing plan valuation for example. So a primary factor in selecting the investment return is your ...

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    • Authors: Edward E Burrows, Heidi Rackley
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Pension accounting
  • Agency Compensation and Consumerism
    Agency Compensation and Consumerism This session took place at the Society of Actuaries ... member of the Society, is Second Vice President and Direct- or of Consultation Projects for the Life Insurance ...

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    • Authors: Joseph F Crowe, Sherwood Z Smith, L.B. "Tim" Leach, Edward G. Farmer
    • Date: May 1975
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • United States Life Insurance Tax Law
    been, however, that this approach simply suggested direct tax avoidance, although it is consistent with the ... agreements should be good although there is no direct mention of it. MR. GREENBERG: It's basically that ...

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    • Authors: Julian J Dukacz, Allan D Greenberg, Randall Mire, Dennis Van Mieghen
    • Date: Jun 1985
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy