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  • 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
  • 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
  • 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
  • Annuity Product Developments
    check a year," "Send me a check a quarter," "I don't care if I have to pay taxes on it." And this, to me at ... setting up a reinsurance company and letting the direct writer do all the administration for it. And even ...

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    • Authors: Douglas G Draeseke, Application Administrator, Paul H LeFevre, Thomas Marra
    • Date: May 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • 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
  • Keeping Current on Fixed Annuities
    annuities and even annuitize. Ms. Streck: Eric took care of discussing what has been happening at the front ... warpath with regard to annuities. One of the primary reasons for that is that we continued to see ads ...

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    • Authors: Thomas C Foley, Timothy Pfeifer, Linda S Streck, Eric Sondergeld
    • Date: Jun 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • 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
  • Interest Rates Are On The Move: Is Your Company Prepared?
    and variable annuity are going to have minimal direct impact, although I would have said that's more ... implementation. You can do duration analysis that will take care of a lot of the weaknesses that Ross mentioned if ...

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    • Authors: Henry M McMillan, Ross Bowen, David Weinsier
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Finance & Investments; Life Insurance
  • Session 124: Private Pension Mortality Study
    and Retirement Research Data Processing • Four primary stages of data processing: 1. Initial review for ... Plan type (single employer vs. multiemployer) • Primary Retiree vs. Contingent Survivor ¹ The multivariate ...

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    • Authors: David Driscoll, Timothy Geddes, Patrick Nolan
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans
  • Lessons Learned – A Risk Perspective
    Lessons Learned – A Risk Perspective In this session, a company will share its experience on ... Eye-o-Meter evaluations • Understanding what you care about is hard. Developing and managing models that ...

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    • Authors: Daniel D Heyer
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management