Announcement: SOA congratulates the new FSAs for June 2024.

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  • Chairperson’s Corner PD Section Rings In The New Year
    Chairperson’s Corner PD Section Rings In The New Year New chairperson’s column discussing his ... This repositioning of the meeting is based on direct feedback from you—we are eager to see the success ...

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    • Authors: John Currier
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • 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
  • Overview of Nonguaranteed Elements (NGEs)
    earliest generation of UL products was there a direct linkage of anticipated experience factors and ... purpose of the NGE exercise. For example, the primary purpose of cash flow testing is to determine ...

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    • Authors: David N Cook, Zohair Motiwalla, Karen Rudolph
    • Date: Nov 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance
  • 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
  • Innovation in Savings Product Design
    distributors, meaning banks, stock brokerage companies, direct marketing organizations, and property and casualty ... underlying funds. 311 RECORD, VOLUME 21 Company direct term is a by-product of many different factors ...

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    • Authors: Alan K Ryder, Marc G Verrier, Peter S Mavrogenes
    • Date: May 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Finance & Investments>Banking - Finance & Investments; Global Perspectives; Life Insurance
  • Single Premium Life and Annuity Products
    We haven't seen any really great successes in direct marketing yet, but I believe that they are also ... components obviously are different, but a lot of care is taken to keep the two totals comparable. The ...

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    • Authors: Douglas French, Patricia Guinn, Paul H LeFevre, Michael Winterfield
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • 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
  • Impact of Regulatory Uncertainty on Product Innovation
    future. Now, just a quick overview of XXX. The primary issue that one needs to learn to deal with is the ... other forms of indemnity benefits like long-term care. But I think for the moment, at least for the near-term ...

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    • Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • T3: Taxing Times Tidbits
    following the date when states with 75 percent of direct premiums written have adopted the change.2 This ... defers to states having at least 75 percent of direct written premiums for the implemen- tation of its ...

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    • Authors: Kory Olsen, Peter Winslow
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
  • ACLI Update – Legislative and Regulatory Developments
    ACLI Update – Legislative and Regulatory Developments Updates on partial annuitization and exhanges, ... company with whom he had the annuity contract to direct a portion of the cash value to another company ...

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    • Authors: Walter Welsh, Mandana Parsazad
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance