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  • Digest of Discussion at Concurrent Sessions
    Personal desires extend to education and medical care, not only for ourselves and our families but for ... Allowances and premium-free hospital and medical care insurance. Moreover, as some jurisdictions, including ...

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    • Authors: Society of Actuaries, Daniel M Arnold, Thomas P Bowles, Paul A Campbell, David R Carpenter, Daniel Case, Gary Corbett, J Dickson Crawford, Kiran Desai, Ralph E Edwards, Abraham Hazelcorn, Charles C Hewitt, Donald A Jones, Wilfred A Kraegel, Meno T Lake, J Alan Lauer, James Lee Lewis, Walter B Lowrie, John Mahder, J Clunas McKibbon, H Morris, Robert J Myers, Stewart G Nagler, Carl R Ohman, Franklin D Pendleton, Anna M Rappaport, Stuart A Robertson, D'Alton S Bill Rudd, Walter Rugland, Douglas O Sanders, Jesse M Schwartz, Frederic Seltzer, Barry L Shemin, Walter W Steffen, Frederick S Townsend, Howard Young, John E Hanson, RICHARD L MAURER, Charles Barry H. Watson, Charles L. Trowbridge, Richard W Ziock, Dale R Gustafson, John C Fraser, Wendell Milliman, Eugene F Porter, Schuyler W Tompson
    • Date: Jun 1970
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession; Economics>Financial economics; Life Insurance; Modeling & Statistical Methods; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension legislation and regulation
  • Policy Loans and Surrenders
    SAMUEL P. ADAMS said that for Lincoln National's direct business the ratio of paid surrender values to ... cause a sharp change in the amounts needed to take care of surrenders and policy loans. In discussing ...

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    • Authors: Samuel P Adams, Frank H Rice, Daniel Barry, James Ross Gray, William J November
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Employee Benefit Plans
    in the balance sheet only where it represents a direct and legal obligation of the employer. Bulletin ... vested liabilities. The accountants do not seem to care how we go about valuing a plan as long as the costs ...

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    • Authors: M David R. Brown, Kenneth T Clark, Laurence E Coward, Barry F. H. Graham, Donald P Harrington, John C Maynard, Carman A Naylor, Jack W Roberts, Murray A Segal, Walter Shur, Conrad Siegel, Alexander J C Smith, F Eugene Smith, Kurt K Von Schilling, Lear P Wood, David A Wright, Donald C Baillie, Robert Ellis Shalen, Aubrey White, George Arthur Cooke
    • Date: Jun 1967
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Pensions & Retirement>Pension accounting
  • The Holding Company Structure and the Life Insurance Company
    public. By 1967 all these objections had been taken care of. There is no longer a tax on intercorporate ... amounts of earnings that the subsidiaries will direct as upstream dividends to the holding company? ...

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    • Authors: Andrew Delaney, Walter L Grace, Robert C Tookey, George W Young, Daniel P. Kedzie, Gordon E. Crosby
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Legal Notes
    insurance company have the duty to use reasonable care not to issue a policy of life insurance in favor ... there is a duty upon all to exercise reasonable care not to injure another . . . . The position of ...

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    • Authors: B. M. Anderson
    • Date: Apr 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Diversification of Life Companies to Financial Services
    Transamerica family because some are and some are not direct subsidiaries of Occidental. As to why Transamerica ... necessary to have a mutual fund, or is the need taken care of in the product itself? MR. MACGREGOR: I think ...

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    • Authors: Andrew Delaney, Meno T Lake, Kenneth R MacGregor, Colin C Hampton
    • Date: Jan 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Digest of Smaller Company Forum
    industrial insurance in many families as the primary form of protection against death. 2. The availability ... a very long while, and, while we can choose to direct our sales efforts away from it, this could carry ...

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    • Authors: Dwight K Bartlett, Bob J Bolin, John M Bragg, David T Bunin, Ralph E Edwards, Lawrence J Finnegan, Charles T P Galloway, Curtis D Greene, Abraham Hazelcorn, Clayton L Jackson, George A MacLean, John S Moyse, William Simpson, Courtland C Smith, Mel Stein, L Jefferson Stulce, Frederick S Townsend, Paul D Yeary, Charles F B Richardson, Franklin B Dana, Francis X Cody, Harwood Rosser, B Franklin Blair, Robert C Bailey, Schuyler W Tompson, Maurice H LeVita, Patrick L Humphrey
    • Date: Apr 1966
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Digest of Discussion of Subjects of General Interest
    discussions on any of the four topics. I would like to direct a question to Mr. Robertson. You mentioned a compensation ... the total amount of compensation are still the primary factors. MR. HERBERT C. PETTERSEN: I would like ...

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    • Authors: Raymond A Bierschbach, Wilbur M Bolton, Joseph F Crowe, Abraham Hazelcorn, Harold G Ingraham, William K Krisher, Ernest J Moorhead, Charles F Pestal, Herbert C Pettersen, Albert E Reavill, Alan Richards, Stuart A Robertson, Harry M Sarason, William M Snell, Charles F B Richardson, Milton J Goldberg, Daton Gilbert, Russel E Munro, Harold E Crandall, Bernard Fenster, Theodore A Stemmermann, James B Copple
    • Date: Apr 1966
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability; Life Insurance
  • Report of the General Committee on Publication of Monetary Tables - Supplement
    Report of the General Committee on Publication of Monetary Tables - Supplement This is the brief ... testing were done in his Company. This gave us direct access to the professional work which led to the ...

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    • Authors: Society of Actuaries
    • Date: Nov 1959
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • The Definition of Life Insurance under Section 7702 of the Internal Revenue Code
    [5]. As in the earlier cases and rulings, the primary focus of these rulings was the presence of risk ... permissible assumptions, so the interpretation has no direct support in the statute, but this is another reason ...

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    • Authors: Christian J DesRochers
    • Date: Oct 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance