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  • ACLI Update: Senate Finance Committee Staff Education Sessions
    Disability Income Insurance • June 29 – Long Term Care Insurance • July 27 – Corporate Structure, Regulation ... guidance on combina- tion annuity/qualified long-term care contracts. We thanked Treasury for its involvement ...

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    • Authors: Mandana Parsazad
    • Date: Feb 2013
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • Investments and Investors - A Disability Perspective
    the actuarial division at Paul Revere. My two primary customers are our IDI line of business and our ... products, such as cancer insurance or long-term- care insurance. Investments and Investors—A Disability ...

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    • Authors: Richard S Mattison, Jeffrey Schuman, Lee A Herdle
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments; Health & Disability>Disability insurance
  • What's It Worth To You? - Asset Valuation Methods
    From the Floor: Two comments. First, would you care to comment on the AVM that was in the regulations ... activities? With regard to disclosure, as I said, the primary focus so far that we've looked at is the disclosure ...

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    • Authors: Richard Joss, Michael Sze, Daniel Cassidy
    • Date: Oct 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments
  • The Far East: Stepping Up
    interest rate risks. Consider China, for example. Direct life premiums in 2014 were USD $177 billion,6 ... such as hedge funds, private equity funds and direct investments into infrastructure projects. Many ...

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    • Authors: Frederick Yiu Fai Ngan, Eric Alan Forgy, Michael Kwan Yu Chan
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Actuary Magazine
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Investments
  • Investment Considerations for Takaful Insurance
    determined by the Investment committee. b. Where direct investments are made, no investments are and will ... conventional interest bearing securities. c. Where direct investments are made in equities, as a general ...

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    • Authors: Syed Danish Ali
    • Date: Aug 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Finance & Investments>Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Risks and Rewards, February 2017, Issue 69
    with value. Deliver substantive benefits, with a primary focus on professional development content. Value ... up with great, great powerful, wonderful health care. I'll tell you what. We're going to win again.

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    • Authors: Society of Actuaries
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
  • Terminal Funding and Stable Value GICs
    not been lost; all stable value managers weigh care- fully the minimum issuer credit rating they deem ... threat of financial ruin due to catastrophic health care expenditures by spreading the risk over a large ...

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    • Authors: Victor Modugno
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Pensions & Retirement>Funding
  • Options And Futures - A Teaching Session
    not by expectations for interest rates. • The primary uses of interest rate futures in our industry are ... the last two terms, cash return minus coupon, the direct arithmetic relationship between the price of the ...

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    • Authors: Robert W Crispin, David M Dunford, David P Jacob, James A Tilley
    • Date: May 1984
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments; Public Policy
  • Monitoring Investment Performance Of A Life Insurance Company
    not had experience with the GIC market, there are direct parallels with single premium deferred annuities ... flexibility to mismatch and accept risk. The primary goals in our efforts on segmentation and allocation ...

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    • Authors: Catherine B Husman, Kent L Meyers, R Stephen Radcliffe, Robert H Stapleford, Stanley B Tulin
    • Date: May 1984
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments
  • A Balanced Outlook:The Latest Views of Jack Bogle
    A Balanced Outlook:The Latest Views of Jack Bogle A Balanced Outlook: The Latest Views of Jack ... market returns should be scaled back. One of the primary proponents of conservatism is Warren Buffet, who ...

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    • Authors: Richard Wendt
    • Date: Feb 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments