Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Emerging Tax Issues
    Emerging Tax Issues Overview of latest developments on IRC Section 7702, IRC Section 848, market value adjusted contracts, companies in rehabilitation and Canadian issues including: • Part I ...

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    • Authors: Application Administrator, August Chow, Stanton L Cole, Steven D Hooe, Michael P Cogswell, Thomas A Gick
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Accelerated Benefits
    Accelerated Benefits 1993 SOA Meeting, Quebec. This session is about product trends, state regulations, disclosure requirements and tax status. Topics included: 1. The development ...

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    • Authors: Stanton L Cole, George S Quillan, Eleanor S Hartley, Nancy Baran, Erica B Querfeld
    • Date: Jun 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • How Does Your Insurance Company Rate?
    How Does Your Insurance Company Rate? This session from the 1995 SOA New Orleans Meeting provides information on insurance company ratings including the Moody's rating: the process, ...

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    • Authors: Frederick S Townsend, Marc G Verrier, Joel S Salomon
    • Date: Apr 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Selling Life Insurance Over the Internet
    Selling Life Insurance Over the Internet In session 103I of the Washington Annual Meeting panelists discuss issues related to the selling of life insurance over the internet. From the Record of ...

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    • Authors: Edward F McKernan, Michelle Smith, Tom Mathews, O William O'Quin
    • Date: Oct 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Inside the Medical Information Bureau
    Inside the Medical Information Bureau Panelists discuss the history of this 75-year-old Medical Information Bureau MIB, its very active and data-rich source of medical information, and the ...

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    • Authors: John R Avery, John Luff, Stacy Gill, John Detwiler
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Experience Studies & Data>Morbidity; Health & Disability>Disability insurance; Health & Disability>Health care; Life Insurance
  • Insurance Compensation Trends and Outlook
    Insurance Compensation Trends and Outlook Panelists at this session at the SOA 1998 Maui I Spring Meeting discuss recent compensation developments and trends in the financial services industry.

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    • Authors: Joel Wolfe, Jeffrey M Robinson, Deanne L Nezas
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Millennium Underwriting
    Millennium Underwriting Presenters focus on ways in which life and disability risk assessment and management might be directed in the first decade of the 21st century. From the Record of the ...

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    • Authors: Application Administrator, Michael Gaines, Maureen C Zupan, Hank George
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Mass Marketing - Competitive Strategies
    Mass Marketing - Competitive Strategies This session discussion is about competitive strategies in mass marketing for both direct response and payroll deduction marketing. From Record of the ...

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    • Authors: Amy Colglazier, Rex D Hemme, William R Horbatt
    • Date: May 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Individual Life Products
    Individual Life Products This panel discussion was presented at the SOA's 1976 Spring Meeting in Washington D.C. The topic of discussion was Individual Life Products, current economics, ...

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    • Authors: Robert M Astley, Nicholas Bauer, Jay Jaffe, Anna M Rappaport, Richard S Robertson
    • Date: Apr 1976
    • Competency: External Forces & Industry Knowledge; Professional Values>Ethical standards
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Code of Conduct; Life Insurance
  • Effective Product Management
    Effective Product Management This 1977 panel discussion focused on effective product management of life insurance. Topics included: 1. Definition of effective product management 2.

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    • Authors: Daphne D Bartlett, Allen D Booth, John Fritz, Alice M Neenan
    • Date: Jun 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance