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  • Sarbanes-Oxley Compliance: Ready or Not, Here It Comes
    segregation of duties, safeguarding of assets and direct special attention to the financial statement close ... and detect controls that you have in place to take care of those what-can-go-wrongs that map back to processes ...

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    • Authors: R Thomas Herget, James Miles, Darin Zimmerman, Rebecca Justice, Brad Irick, Raymond Marsh Smith
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting; Public Policy
  • Product Update-Individual Annuities
    word "diligence" is defined to be attention and care by a person. It's the opposite of negligence. The ... analysis phase, which is our quantitative review. The primary source of data for this phase is the NAIC's Statutory ...

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    • Authors: Douglas G Draeseke, Paul H LeFevre, Thomas Marra, Timothy Pfeifer
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Smart Policies And A Smart Policy
    any group I have ever been associated with. And I care very, very much about our future. We all know that ... that we are in the mess that we are in with health care is that the voices of actuaries weakened and faded ...

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    • Authors: David R Carpenter
    • Date: May 1989
    • Competency: Leadership; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession
  • American Academy Of Actuaries Committee On Principles And Practices For Dividends And Other Non-Guaranteed Elements
    actuarial principles and standards for continuing care retirement commu- nities. These communities typically ... well as a certain amount of pre-funding of medical care. You may go into one of these communities, live ...

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    • Authors: John A Fibiger, James W Kemble, Richard M Stenson, William T Tozer
    • Date: May 1986
    • Competency: Communication>Written communication; Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Role Of The Valuation Actuary In United States, Canada, And United Kingdom
    appointed actuaries to work at all times." That is a direct quote from page 41 of the current handbook. The ... in Canada or the U.S., the appointed actuary has direct access to the company's Board of Directors. He ...

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    • Authors: J Dickson Crawford, Robin B Leckie, D Allen Loney, Walter Rugland, Laura A Solomonian
    • Date: Jun 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • New AOMR Requirements - Burden or Opportunity?
    'B' committee (the health insurance and managed care committee). These two committees use this task ... is their input on modifications to the long-term care regulation, particularly as it related to rate ...

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    • Authors: Michael C Batte, Norma Y Christopher, Keith Dall
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Major Issues Facing the Economy, the Insurance Industry and Actuaries in the Years Ahead
    insurance to legal, from food processing to health care, from airlines to retail trade, from accounting ... is the other pressing problem, and that is health care, which is the subject for another day because I ...

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    • Authors: Daphne D Bartlett, William Freund
    • Date: May 1991
    • Competency: External Forces & Industry Knowledge; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Economics; Public Policy
  • Debate On The Role Of The Valuation Actuary
    Debate On The Role Of The Valuation Actuary Presented at May 1985 Spring Meeting. This session ... professional care. The case against F. S. Avery and Sunshine Life shows, however, that great care must be ...

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    • Authors: Robin B Leckie, R Stephen Radcliffe, Jeffrey Schlinsog, Robert Shapiro, Tim Jenkins
    • Date: May 1985
    • Competency: Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Illustrations
    from being what it is now for many people, the primary tool for differentiating, to not being a tool at ... information are moving us toward a prospectus as the primary evaluation tool. It's not a sales illustration ...

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    • Authors: Linden Cole, Judy Faucett, John W Keller, John Skar
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Consulting on Mergers and Acquisitions
    to get too involved in much planning and taking care of the retirees because the financial buyer is really ... show as the effect of a 1% change in the health care cost trend rate.” The answer I received was very ...

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    • Authors: Ronald Gebhardtsbauer, James A Kenney, Hector H Mislavsky, Max J Schwartz
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Finance & Investments; Pensions & Retirement>Corporate plans