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  • Diversification of Life Companies to Financial Services
    Transamerica family because some are and some are not direct subsidiaries of Occidental. As to why Transamerica ... necessary to have a mutual fund, or is the need taken care of in the product itself? MR. MACGREGOR: I think ...

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    • Authors: Andrew Delaney, Meno T Lake, Kenneth R MacGregor, Colin C Hampton
    • Date: Jan 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Foreword
    volume ("Testing Financial Stability of Continuing Care Retirement Communities") was prepared by the same ... actuaries to the concept of forecast tables based on direct estimates of future mortality decline rather on ...

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    • Authors: Sam Gutterman
    • Date: Oct 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession
  • Equity-Oriented Products
    will become a member of the NASD or submit to direct SEC regulation under Rule 15(b)8-1 of the 1934 ... balance with the client's insurance needs, if you care to. I t is not neccessarily a part of the regulation ...

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    • Authors: William C Brown, John J Byrne, Ardian Gill, Donald S Grubbs, Harold G Ingraham, John T Longmoore, John Macarchuk, G Mitchell, John M Sutherland, Harry Walker, Charles B Baughman, Peter R Wilde, Leslie A Cannon, Robert N Powell
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Digest of Discussion at Concurrent Sessions - 1974 SOA Meetings, Dallas and Montreal.
    of their influence concerning their intended primary use, which is to measure the financial stability ... for specific areas. For instance, in the health care area, the surge in costs may bear little relationship ...

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    • Authors: Leroy V Botkin
    • Date: Oct 1974
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Pensions & Retirement>Funding; Public Policy
  • The Definition of Life Insurance under Section 7702 of the Internal Revenue Code
    [5]. As in the earlier cases and rulings, the primary focus of these rulings was the presence of risk ... permissible assumptions, so the interpretation has no direct support in the statute, but this is another reason ...

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    • Authors: Christian J DesRochers
    • Date: Oct 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Discussion of Subjects of Special Interest-Financing Plans for New Agents
    uring future financial success. Thereafter the more direct financial bearing of annualized commissions, especially ... sufficient to meet the agent's normal operating expenses. Care is taken in establishing the allowance to determine ...

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    • Authors: Abraham Hazelcorn, John C Maynard, Harry D. Garber
    • Date: Jan 1961
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • The Actuarial Examinations
    set up to ex- amine the whole field with its primary object "to suggest steps which will enable qualified ... Examination* was much more en- couraging, which may be a direct result of the slight stiffening of the pass- ing ...

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    • Authors: Charles A Spoerl
    • Date: Nov 1949
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession
  • Integration of Private Pension Plans with Social Security
    disability, and death) as a percentage of the primary (retirement) benefit. Half of the cost of all ... equivalent to 83V~ percent of the employee's primary social security ben- efit, or 37~/,_ percent of ...

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    • Authors: Yuan Chang, John Feldtmose, Jeff Furnish, Michael J Gulotta, Douglas M Hodes, Frederic T Lhamon, Lawrence N Margel, Stewart G Nagler, A Frederick Rohlfs, Donald E Sanning, Robert J Schnitzer, Karen Mitchell
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Social Security Amendments - 1962-72
    28.43 per cent of the next $100. The minimum primary insurance amount (PIA) was $55, and the spe- cial ... was originally 75 per cent of the work- er's primary insurance amount, first payable when the widow ...

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    • Authors: Charles L. Trowbridge
    • Date: Oct 1973
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Social Insurance>Medicare; Social Insurance>Social Security
  • Discussion - Mortality Experience under the Old-Age and Survivors Insurance System
    this sort will be needing some $160 for its medical care. The general evidence of Mr. Shudde's paper, while ... population mortality whereas I found OASI mortality of primary beneficiaries considerably higher than popula- ...

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    • Authors: A M Niessen, W Rulon Williamson, Louis O Shudde
    • Date: Sep 1951
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Social Insurance>Social Security