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Marketing
This session at the SOA 1962 Jacksonville and Chicago Regional Meetings focuses on the sales results for ... for pension trust and profit sharing plans. Also, the shift from Industrial to Ordinary sales and resultant ...- Authors: John M Bragg, Nathan F Jones, Robert Merritt, Thomas K Pennington, Donald R Sondergeld, Robert C Tookey, Russell L Wagner, E A Dougherty, Arthur E Erickson, Charles A Yardley, Thomas Edwin Gill
- Date: May 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Policy Loans and Equity
paper discusses a brief history of policy loans, a description of the problems being experienced by companies ... solutions. A discussion of the paper follows. From Transactions of Society of Actuaries 1977, Vol. 29 ...- Authors: David R Carpenter, Michael Cowell, L Blake Fewster, Robert H Jordan, Wilfred A Kraegel, Donald B Maier, John C Maynard, Arthur R McMurrich, David E Morrison, C Norman Peacor, Harry Ploss, James Reiskytl, Lewis P Roth, Claude Thau, Robert C Tookey, Charles L. Trowbridge, Henry S. Huntington
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Public Policy
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Reserve Criteria under Section 818c
Section 818c Section 818c of the Life Insurance Company Income Tax Act of 1959 provides, for companies ... other than net level premium reserves, a choice of two methods: exact revaluation or approximate ...- Authors: Robert C Tookey, Harwood Rosser
- Date: Jun 1962
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance; Public Policy
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Individual Insurance
about the business effects of adoption of the 1958 CSO mortality table, possible reasons for the declining ... trend in individual life insurance sales, and effects of NY limitations on commissions and developments in ...- Authors: Robert E Slater, John E Smith, Ronald G Stagg, Robert C Tookey, Harry Walker, E A Dougherty, Milton J Goldberg, Charles M Sternhell, Lowell M Dorn, Zehman I Mosesson, Charles S Schelle, Harry W Jones
- Date: Oct 1963
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Miscellaneous Questions
Examines the extent of practicality for smaller companies to follow the action of some of the larger companies ... such as, Guaranteed Insurability Option on birth of a child, Educational Plans, Father-Son Policies, ...- Authors: John C Bertram, Louis Garfin, Paul E Martin, John Price, Robert C Tookey, George R. Wallace, Stanley W Boyle, Geoffrey F N Smith, Herbert H Blakeman
- Date: Jan 1961
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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Miscellaneous
This is a discussion of miscellaneous topics. From the Transactions of Society of Actuaries 1962, Vol ... Vol. 12 Pt. 2 Includes discussion of automation opportunities, persistency studies, and stop-loss ...- Authors: Leon D Forbes, Billy N Joyner, James W Kemble, Will R Mullens, Robert C Tookey, Dale R Gustafson, Lyle H Barnhart, Charles H Barnaby, Floyd A Bash, William H. Phillips
- Date: Oct 1962
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Incorporate risk management
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Reinsurance>Life reinsurance; Technology & Applications
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Product Research
Product Research This session at the SOA 1962 Philadelphia and Kansas City Regional Meetings is a discussion ... for life insurance companies, the product development process, and the challenges presented due to ever ...- Authors: Karl M Davies, Robert N Houser, Fredrick E Rathgeber, Robert C Tookey, Andrew C Webster, William W Keffer, E Forrest Estes
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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Digest of Smaller Company Forum - Chicago Regional Meeting - Competitive Problems
Digest of Smaller Company Forum - Chicago Regional Meeting - Competitive Problems This is a discussion ... companies and the pros and cons of competing with larger companies. From Transactions of Society of Actuaries ...- Authors: Jack W Newell, Robert C Tookey, Elgin Robertson Batho
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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Retirement Plans -Miscellanous
meetings of the Society of Actuaries- in Philadelphia and Kansas City concerning 1. the types of options ... plans, the extent to which profit sharing plans are being used to supplement pension plans and 3. the need ...- Authors: Charles E Farr, Robert L Mallory, Samuel Rosenbloom, Conrad Siegel, Robert C Tookey, Donald B Warren, Howard Young, William Moody, Kenneth H Ross, Frederick P Sloat, James H Braddock
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
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Individual Life Insurance - Financed Insurance
Individual Life Insurance - Financed Insurance This discussion explores lapse experience on ... loans, the amount such financed business is increasing or decreasing, and the extent the exercise of the ...- Authors: Jerry L Brockett, J Stanley Hill, Robert D MacLennan, Laurence K Smith, Robert C Tookey, Charles F B Richardson, Andrew C Webster, Robert T Jackson
- Date: Jan 1961
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Transactions of the SOA
- Topics: Life Insurance