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

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  • History of the Use of Tax Rates in Sections 7702 and 7702A Closing Agreements
    History of the Use of Tax Rates in Sections 7702 and 7702A Closing Agreements This article discusses ... require- ment; and 4. Term insurance on the primary insured that extends coverage to age 95 or later ...

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    • Authors: Brian King
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • XXX Implications
    ceding the XXX reserve that was established on a direct basis to the reinsurers. The jurisdictions in ... the savings in reduced capital costs back to the direct writing company, bringing their total costs close ...

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    • Authors: Gary Kelly, Bradley M Smith, Juliette Burden
    • Date: Aug 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Reserves - Life Insurance
  • Cost Disclosure in Individual Life Insurance
    inquires about cash values on the policy he could care less about the present value of nonforfeiture factors ... NAIC's use of multiple index numbers and facilitates direct cost comparison between policies, (4) disclosure ...

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    • Authors: Russell R Jensen, J Bruce MacDonald, Norman K Martin, William F Sutton
    • Date: Oct 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Valuation Actuary Overview - The New Statutory Valuation Opinion
    insurance, v_r_'_ninhealth, disability income, long-term care, and other longer liabilities would have a higher ... effect, one projection process nested within the primary projection. For crediting, unless your business ...

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    • Authors: Douglas Doll, Deborah A Gero, Abraham Gootzeit, Marc Pitoniak
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Life Insurance>Reserves - Life Insurance; Public Policy
  • Discussant Comments
    socioeconomic status and greater access to health care. Brown especially emphasizes that many studies have ... advantage of better access to high-quality medical care that comes with greater wealth, he posits conscientiousness ...

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    • Authors: Ulrich Stengele
    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Demography
  • Open Forum for Small-Company Issues
    been assigned to a new profit center, trying a direct mail method of distribution. One promising area ... Life and Health Compliance Association, which takes care of a lot of the regulato- ry initiatives, for example ...

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    • Authors: Robert H Dreyer, Kevin A Marti, John M O'Sullivan, John W H Taylor
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Global Perspectives
  • Current Pension Actuarial Practice in Light of Financial Economics Symposium: Measuring Terminable Post-Retirement Obligations
    circumstances that came to prevail (high health care cost increases), but were not taken into account ... ages and mortality. In the common situation, health care is continued into retirement for an employee and ...

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    • Authors: Jeffrey Petertil
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Pension finance; Pensions & Retirement>Retiree medical
  • Digest of Smaller Company Forum
    time studies or sample activity counts are used, care must be exercised to assure that the result is repre- ... What form should the projection take? Since the primary instrument for measuring the financial experience ...

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    • Authors: John C Bertram, Barry L Blazer, John M Bragg, Ralph E Edwards, Norman T Fuhlrodt, Harold Gilbert, Kenneth L Gittings, Melvin L Gold, Donald S Grubbs, John E Hearst, Clayton L Jackson, Wilford A Leonard, Bruce G Lindsay, Robert L Lindsay, John S Moyse, Joe B Pharr, Anna M Rappaport, Edwin E Stancik, Frederick S Townsend, Milton F Chauner, B Franklin Blair, W Gilbert Cook, Andrew M. Stiglitz
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • Deficiency Reserves for Health
    you talk about expenses, you're talking about direct expenses, which then would exclude overhead. To ... beginning of the next contract period will take care of the problem. I looked at this strictly, and ...

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    • Authors: Vincent G Mace, Judy L Strachan, Jack F Sulger, Kenny W Kan
    • Date: Sep 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Health & Disability>Health insurance
  • Life Reinsurance Data from the Munich American Survey
    percentage Comparison with Direct Market Unlike the reinsurance market, new direct-life insurance purchases ... conven- tional category is business assumed from the direct side of companies which also maintain a reinsurance ...

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    • Authors: James L Sweeney, David Bruggeman
    • Date: Aug 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Reinsurance>Life reinsurance