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Variable Products Update
Monarch distributed a variable life policy on a direct market- ing basis. These sales were lower than ... issuer or any other broker/ dealer who does not have direct supervisory responsibility for that particular ...- Authors: Mary Ann Brown, John Hele, Timothy Pfeifer, Stephen E Roth, A Michael Lipper
- Date: May 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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U.S. Federal Income Taxes
long range tax hill, although that is not the primary focus of this open forum. During 1978 and 1979 ... that they are treated too favorably compared to direct investments and taxable savings such as bank accounts ...- Authors: Charles G Bentzin, Stephen D Bickel, Albert P Burgess, Harold Cherry, James W Dederer, John H Elken, Ardian Gill, Ralph H Goebel, Allan D Greenberg, Douglas N Hertz, Carroll R Hutchinson, Jeffrey Miller, Richard Minck, Robert E Rich, Alan W Sibigtroth
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Life Insurance; Reinsurance
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Corporate Strategy And Resource Allocation
to know our weak- nesses so that those could be primary as for particular emphasis. In addition to looking ... should get strong corporate identification. If the primary corporate objective is profit, then some variation ...- Authors: Stephen L Brown, George R Dinney, E Sydney Jackson, Ian M Rolland
- Date: Apr 1976
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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The Adjustable Life Decisions
product designs for life-cycle business involve more direct separation of the investment and insurance functions ... the impression that adjustments are similar to direct writing from the home office and that this is the ...- Authors: J Duran, Stephen H Frankel, Solomon Goldfinger, J Ross Hanson
- Date: Apr 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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Instant Issue for Life Insurance Products
case. If we look at that same situation under a direct response, that expectancy gets a little bit tighter ... sensitivity to the placement of that case. By direct response we mean Internet sales as well as a ...- Authors: Edward A Turner, Charlotte A Lee, Bill L Moore, James A Fritz
- Date: May 1999
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance
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Product Design/Pricing with Bonus Features
with tomorrow's crisis - today's crisis is health care. Tomorrow's crisiswill be adequate retirementincome ... 65 are going to have to take care of them- selves while they try to care for their parents. That means ...- Authors: Application Administrator, Ted E Becker, Barbara Lautzenheiser
- Date: Oct 1993
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Reserving For AIDS -Practical Aspects
AIDS reserves in the range of 6.5-7% while for direct insurers the reserve strengthening was approximately ... nearly the same level of IV drug abuse. TABLE 2 Primary Risk Factors of Adult Cases Canada U.S.A. Homosexual/bisexual ...- Authors: H David Allen, David J Christianson, William C Koenig, Thomas W Reese
- Date: May 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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Investment-Oriented Products
other nontraditional insurance products, with the primary emphasis on variable annuities. Paul LeFevre once ... changes in the unit value. This is because the primary source of return should be the income on the property ...- Authors: Mary Ann Brown, Richard Lambert, John G Vrysen, Norse N Blazzard, Hubert B Mueller
- Date: Apr 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Life Insurance
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The Evolving Viatical and Life-Settlement Market
transaction—confidentiality always has been a primary concern, and significant assurances have been made ... purchase a critical illness policy or long-term care, or something of that sort. Finally, there is ...- Authors: Gerry H Goldsholle, Traci Michell, Michael D Quinn
- Date: May 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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Philosophy and Practice of Investment Income Allocation
category is immediate participation guarantee or direct rated pro- ducts. In this instance the experience ... contractholder fund under the contract. There is direct and immediate recog- nition of investment generation ...- Authors: Charles E Farr, Daniel J McCarthy, Thomas C Sutton
- Date: Jun 1976
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Pensions & Retirement>Assumptions and methods; Public Policy