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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 ...- 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
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Miscellaneous
if so, how can they be met? B. What are the primary factors which have prompted life insurance companies ... health insurance and its surplus is adequate to take care of possible substantial losses in the early years ...- Authors: Society of Actuaries
- Date: May 1951
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Health & Disability; Public Policy
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Lapse Rates
surrender occur because the insurance had served its primary purpose. However, an analysis of the use to which ... investigation may lie in interview sur- veys, in direct contact with the policyholder, and in research ...- Authors: Charles F B Richardson, John M Hartwell
- Date: Sep 1951
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Policyholder behavior - Life Insurance
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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 ...- 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
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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 ...- Authors: Christian J DesRochers
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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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 ...- Authors: Charles A Spoerl
- Date: Nov 1949
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession
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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 ...- 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
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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 ...- 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
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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 ...- 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
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The Actuary's Role in Investment Strategy for New Life Insurance Companies
legal advisers. These large companies may accept direct placement of bonds amounting to millions of dollars ... strategy for all situations, since one of the primary duties of an actuary in a specific instance will ...- Authors: Thurston P Farmer, Anthony J Houghton
- Date: Oct 1967
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession; Finance & Investments>Investment policy