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Modified Endowment Contract Correction Procedure: To Remediate or Not to Remediate
Modified Endowment Contract Correction Procedure: To Remediate or Not to Remediate From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This ...- Authors: Jeffrey M Robinson, David Miller, Irene Price
- Date: Jun 2000
- Competency: Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Proposed Regulations on Reporting Requirements for Transfers for Value of Life Insurance Contracts
Proposed Regulations on Reporting Requirements for Transfers for Value of Life Insurance Contracts This article discusses new tax reporting requirements for transfers for value under section ...- Authors: Society of Actuaries
- Date: Nov 2019
- Competency: Communication; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Cost Comparisons Considered
Cost Comparisons Considered Discussion of a Society of Actuaries research report on cost comparison methods life insurance sales illustration support, prepared at the request of the NAIC Discount ...- 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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Understanding the Ratings Process
Understanding the Ratings Process This session from the 1995 SOA New York City Meeting discusses the Standard and Poor's or S&P's rating process, the qualitative and quantitative ...- Authors: Frank Buck, Mark Puccia, Jack Z Reichman, Phillip Tsang, Andrew Desky, Charles F Titterton
- Date: May 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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The Blurring of the Line Between Group and Individual Insurance
The Blurring of the Line Between Group and Individual Insurance This session reviewed the distinctions and blurring of those distinctions between group and individual life insurance. Topics ...- 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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Federal Income Tax: Policyholder Issues
Federal Income Tax: Policyholder Issues This session discussion is about Federal Income Tax, policy issues, single premium products, inside buildup and corporate owned life insurance. From ...- Authors: Steven Eisenberg, Douglas N Hertz, Carol A Marler, John Palmer, W Mark Smith
- Date: May 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Non-Forfeiture Laws Update
Non-Forfeiture Laws Update This session from the 1995 SOA Boston Meeting covers an update on the current status of the proposed new standard non-forfeiture law for life insurance. From the Record ...- Authors: Donna Claire, Randall Mire, Deanne L Nezas
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Cost Disclosure
Cost Disclosure This 1979 session focused on cost disclosure in the United States. Topics covered: 1. Status of required cost disclosure in the United States. 2. Recent commentary ...- Authors: Richard Minck, Richard Charles Murphy, William M Snell, Jack E. Bobo
- Date: Oct 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Agent's Compensation: Individual and Group Aspects
Agent's Compensation: Individual and Group Aspects This 1979 session is about Individual and Group aspects of agent compensation. Questions addressed: 1. What have been the effects ...- Authors: Joseph R Brzezinski, Stephen Carter, J Ross Hanson, Alice M Neenan
- Date: Oct 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Effect of Governmental Actions and Consumerism on Product Design and Pricing of the Future
Effect of Governmental Actions and Consumerism on Product Design and Pricing of the Future This 1980 session is about effect of government actions and consumerism on product design and pricing.- Authors: Rodney R Rohda, William White, William A. White, David A. Swankin
- Date: Apr 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability>Health insurance; Life Insurance; Public Policy