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Research on Unmet Needs for Financial Advice
Research on Unmet Needs for Financial Advice The Society of Actuaries has recently issued a Request for Proposal to identify specific consumer profiles and the retirement income strategies ...- Authors: Paul Richmond
- Date: May 2008
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Actuary of the Future
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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A General Treatment of Insurance for Face Amount Plus Reserve or Cash Value
A General Treatment of Insurance for Face Amount Plus Reserve or Cash Value This paper develops the mathematical formulas for net premiums and reserves for whole life plans in which the benefit ...- Authors: Franklin C Smith
- Date: Nov 1964
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Whole life
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Lidstone's Formula for the Present Value of the Profits of a Policy - Actuarial Note
Lidstone's Formula for the Present Value of the Profits of a Policy - Actuarial Note It is to be hoped that the demonstration of these formulas, at least for an ordinary whole life ...- Authors: James MacLean, Arthur Pedoe
- Date: Oct 1958
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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Discussion - Actuarial Note: Reserves by Different Mortality Tables
Discussion - Actuarial Note: Reserves by Different Mortality Tables This is a discussion of the paper, Actuarial Note: Reserves by Different Mortality Tables by Harry Gershenson. From ...- Authors: Cecil J Nesbitt, Thomas N E Greville, Harry Gershenson
- Date: Sep 1951
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Reserves - Life Insurance
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Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?
Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI? The article provides an introduction to some of the key limitations that the Internal Revenue Code imposes on ...- Authors: Bryan W Keene, Mark Smith
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Mortality Under Standard Individually Underwritten Life Insurance
Mortality Under Standard Individually Underwritten Life Insurance This study is the latest in continuing reports on intercompany mortality experience by amount of insurance under standard ...- Authors: Society of Actuaries
- Date: May 2004
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Experience Studies & Data>Mortality; Life Insurance
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2008 VBT Changes
2008 VBT Changes Outline of the changes made to the 2008 Valuation Basic Table as compared to those that were on the SOA web site prior to the change. Insurance valuation tables;Life valuation; ...- Authors: Application Administrator
- Date: Dec 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Life Insurance>Reserves - Life Insurance
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Mortality under Standard Individually Underwritten Life Insurance Between 2002 and 2004 Policy Anniversaries
Mortality under Standard Individually Underwritten Life Insurance Between 2002 and 2004 Policy Anniversaries This is the report on intercompany mortality experience by amount of insurance under ...- Authors: Application Administrator
- Date: Nov 2011
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Experience Studies & Data>Mortality; Life Insurance
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Report of the Society of Actuaries Task Force on Preferred Underwriting
Report of the Society of Actuaries Task Force on Preferred Underwriting This report, the second such report, presents the compilation of data received from life companies responding to a survey ...- Authors: Society of Actuaries
- Date: Sep 1998
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Life Insurance>Underwriting - Life Insurance
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Preferred Class Structure Background on Questionnaire
Preferred Class Structure Background on Questionnaire Describes the type of information sought on the Preferred Class Structure Questionnaire for the 2005-2007 individual life experience study ...- Authors: Application Administrator
- Date: Aug 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Life Insurance>Claims - Life Insurance