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Changes in Life Insurance Laws and Regulations: What Do We Need and How Can We Get It?
contributed to an Individual Retirement Account or Annuity (IRA) or as a voluntary contribution to the plan ... plan (H.R. I0 plan), a plan maintained by Subchapter S corporation or a simplified employee pension (SEP) ...- Authors: Richard Minck, Charles E Rohm, Warren D Arthur, Richard A Edwards
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy; Public Policy
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Failed Contracts Under Internal Revenue Code, Section 7702
be retested under Section 7702. As the current mortality is the 1980 CSO, it doesn't work so well if it's ... distribution under a life insurance contract, an annuity contract, a pension plan contract. These withholding ...- Authors: Application Administrator, Christian J DesRochers
- Date: Oct 1995
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Bancassurance Products
Is this an indication of what is to come in the U.S. and Canada? If so, how will we get there? The ... led Jean to do some interviews of people in the U.S., in France, and also in Canada, in the area of banks ...- Authors: Application Administrator, Oscar Zimmerman, Chris M Rutten, Jean C Gora
- Date: Jun 1997
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Life Insurance; Public Policy
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The Role of the Actuary in Litigation Support
purchase new Wright Life policies or possibly an annuity; in other words, it is credit toward purchasing ... policy. Or you can sell them a new policy or annuity with an enhancement. Obviously anybody can go ...- Authors: Stephen G Hildenbrand, Allan Horwich
- Date: May 1999
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Enterprise Risk Management>Compliance; Life Insurance; Public Policy
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Dividend Philosophy
way. The process started originally in the mid-70's when it became quite obvious that, to put it mildly ... only to individual life insurance policies and annuity contracts. Other contracts have not been considered ...- Authors: James W Kemble, Walter N Miller, John W Tomlinson
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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The Blurring of the Line Between Group and Individual Insurance
4. Underwriting costs a. Select vs. aggregate mortality b. Simplified evidence requirements c. Maximums ... the program, if possible, due to the obvious mortality risk, and potential insolvency of our small company ...- Authors: Gerald A Levy, Alan W Sibigtroth, David Vanderscoff, Dennis J Whimpey
- Date: May 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Agency
indemnity, payor benefits, group insurance and annuity policies were excluded from the calculation of ... that the distribution of business by plan, age, mortality classification, etc., follows that of the composite ...- Authors: Society of Actuaries
- Date: Jun 1953
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Public Policy
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Cost Comparisons Considered
circumstances, while also considering matters of mortality and persistency. In responding to this request ... un- der the joint sponsorship of the NAIC and U.S. Senate Antitrust and Monopoly Subcommittee, and ...- Authors: Robert Shapiro
- Date: Mar 1975
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Actuary Magazine
- Topics: Life Insurance; Public Policy
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Synthetic GIC and GuaranteedSeparate Account Model Regulations
Risks and Rewards, has the patent details from the U.S. Patent Office. If you are interested in authoring ... grandfathered. In risk management and controls of these S&P, which are needed to remain in this the latest draft ...- Authors: Victor Modugno
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Risks & Rewards
- Topics: Life Insurance; Public Policy
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Effective Systemic Risk Management for the Insurance Industry
class concentration, non-transparency of a company’s balance sheet, and asset/liability duration and liquidity ... concentration, and lack of transparency in the company’s balance sheet. The credit default swaps were essentially ...- Authors: Scott Houghton
- Date: Feb 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Risk Management
- Topics: Life Insurance; Public Policy; Public Policy