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Gearing Up to be Appointed Actuaries
fraud. Second, the appointed actuary owes a duty of care not only to the principal (an employer or client) ... including simply the appointed actuary with some direct reporting line to the chief executive. Fundamental ...- Authors: Robert H Dreyer, Frank S Irish, W Paul McCrossan, Walter Rugland, Christopher David Daykin
- Date: Oct 1991
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Standards of practice; Finance & Investments>Asset liability management; Global Perspectives; Public Policy
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Current Group Life Topics
protection. The individual agent is still the primary focus of life insurance marketing efforts. How- ... group life coverage is solicited through personal direct mail to the individual member on behalf of the ...- Authors: Robert H Hoskins, James E Johnson, Joseph W Moran
- Date: Oct 1979
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Group plans - Life Insurance; Public Policy
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Term Insurance Developments
important. Demographics, in my opinion, are the primary determiner of persistency and mortality. Not everybody ... a temporary need, it has to be a salesperson's primary product. Otherwise it is sold only to those people ...- Authors: Armand de Palo, Kin K Gee, William Schnaer, Ronald A Colligan
- Date: Apr 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Underwriting - Life Insurance; Public Policy
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Demutualization
them. 2. Stock ownership provides easier, more direct, and more substantial access to the public equity ... half of all the surplus remaining after you take care of the dividend prospects in the closed branch.- Authors: Ira Friedman, David H Jungk, James H MacNaughton, Application Administrator, Walter Shur
- Date: Apr 1985
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Public Policy
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Changes In The Canadian Regulatory Framework For Life Insurance
the business of banking. Until recently, their primary desire was to get broadened securities underwriting ... alternative of letting the state guaranty funds take care of the Baldwin problem, companies had to assess ...- Authors: Gerald M Devlin, Robin B Leckie, Karen G Long, Donald McIsaac, Richard Minck
- Date: Oct 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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The Financial Services Industry And Its Responses To Inflation And Deregulation
agents and field offices, the travel offices, direct mail, and in the future, interactive cable television ... agency management may be a skill in one company, direct response marketing, investment management, and ...- Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Regulation Of Reinsurance
alternative ways to invest your taxable surplus. Direct new business ventures or joint ventures will help ... troubles on your hands. We have covered the two primary concerns pointed out by Congress in its explanation ...- Authors: Diane Wallace, Robert J Callahan, Peter S Kreuter, John F Meyer, Melville J Young
- Date: Oct 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Reinsurance
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Nonforfeiture Law Developments
acknowledge that, in reality, the public has not given us direct input. Our proposal was presented at the NAIC ... and getting pushed from all sides. We took great care to ensure that the proposal states that it is the ...- Authors: Frank P Dino, Thomas C Foley, Larry M Gorski, Craig R Raymond, Walter Rugland, Sheldon Summers, Robert E Wilcox, Darin Zimmerman
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Non-forfeiture benefits; Public Policy
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Financial Reporting For New Generation Life And Annuity Products
of side-tracking the Academy Committee from its direct review of Recommendation 7, but at the same time ... discussion of this issue at the 1984 SOA meetings. The primary objective is to gain a sense of direction supported ...- Authors: John W Brumbach, Douglas Doll, Thomas J Leary, Cande Olsen, William J Schreiner
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Current Regulatory Topics Affecting Life Insurance And Annuity Product Development
classification factor. I oppose "Unisex" rating. One of my primary concerns is the potential domino effect of legislation ... availability and price of insurance coverage. The primary bills introduced in Congress are HRIO0, the Non-Discrimination ...- Authors: Gregory J Carney, Martin E Goldman, Richard W Kling, D Alan Little, Peter A Marion, Anthony Spano
- Date: Apr 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy